Product Manager – Wealth Management

Ameriprise Financial Services, LLC

. Serve as a business lead and/or subject matter expert on projects across product lines .

Posted 10/15/2026full-timeUnited StatesMid-LevelSenior💰 $73,500 - $129,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in advisory product development and compliance within the financial services sector, leveraging strong analytical and strategic skills to enhance client and advisor experiences. Proven ability to manage cross-functional projects and maintain relationships with stakeholders while ensuring adherence to regulatory standards.

Highest-signal resume keywords

Financial Services ExperienceAmeriprise Product Suite KnowledgeCompliance and Regulatory UnderstandingProject Management ExperienceData Analysis Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Quantitative ResearchQualitative ResearchProduct DevelopmentCompliance ImplementationStrategic Problem SolvingAdvisory Products KnowledgeWealth Management SolutionsProcess DocumentationPlatform EnhancementAsset Growth Strategies

Soft Skills

Strong Communication SkillsOrganizational SkillsAttention to DetailPersonal AccountabilityRelationship Building

Tools & Technologies

JIRAAgile MethodologiesBETA HostThomson OneRefinitiv

Certifications & Qualifications

Active Series 7

Industry Keywords

Advisory PlatformClient EngagementAdvisor AdoptionRevenue GenerationCompliance Environment

About the role

Key responsibilities & impact

Serve as a business lead and/or subject matter expert on projects across product lines
Represent advisory products on cross-organizational projects and initiatives
Support development and enhancement of advisor and client experience across the advisory platform
Review policies, procedures, reports, and controls to maintain a strong compliance environment
Identify required compliance changes and support implementation
Conduct quantitative and qualitative research and analysis on opportunities, industry trends, and competitor offerings
Make recommendations related to product enhancements, platform changes, and new offerings
Partner with Technology, Service, Operations, Compliance, Legal, Marketing, Training, and external vendors
Develop and improve advisory products, programs, and platform capabilities
Develop and enhance programs and platform features supporting asset growth, net flows, advisor adoption, client engagement, revenue generation, and profitability
Lead product efforts supporting advisor acquisition, platform usage, and client asset growth
Resolve complex and non-routine advisor and client issues across internal teams, vendors, and partner organizations
Build and maintain relationships with business partners, stakeholders, and third-party providers
Transition product development initiatives into ongoing product management, including process, procedure, and documentation development

Requirements

What you’ll need

Bachelor's degree or equivalent experience
5+ years financial services experience
Excellent strategic and analytical skills to solve complex problems and identify new product solutions
Knowledge and experience working with Ameriprise product suite
Strong understanding of compliance and regulatory environment
Proven organizational skills, including managing multiple tasks simultaneously
Strong written and verbal communication skills
Attention to detail, accuracy, and high level of personal accountability
Active Series 7 or the ability to obtain within 120 days
Project Management experience
Experience working with Ameriprise project methodologies (JIRA, Agile)
Experience with advisory products, platforms, and wealth management solutions
Understanding of Ameriprise business units, field organization, and operational processes
Working knowledge of Ameriprise systems and tools, including BETA Host and Thomson One/Refinitiv
Data analysis experience
Valid work authorization that does not now or in the future require visa sponsorship for employment in the United States

Benefits

Comp & perks

Variable pay in the form of bonus, commissions, and/or long-term incentives, depending on the role
Vacation time
Sick time
401(k)
Health insurance
Dental insurance
Life insurance
Flexibility to work from home one (1) day per week
Inclusive and accessible recruitment process with reasonable accommodation support