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Senior Product Manager, Wealth Management
Ameriprise Financial Services, LLC. Lead medium to large product development initiatives as the business lead and subject matter expert for advisory platform solutions .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in product management and development within financial services, focusing on advisory products and investment solutions. Strong analytical and strategic thinking skills are essential for driving revenue growth and enhancing advisor adoption.
Highest-signal resume keywords
Product ManagementAdvisory Products ExpertiseData AnalysisProject LeadershipSeries 7 License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Product DevelopmentInvestment SolutionsQuantitative AnalysisQualitative AnalysisCompliance OversightFinancial Services ExpertiseMicrosoft Office ProficiencyStrategic ThinkingProblem-SolvingOrganizational Skills
Soft Skills
CommunicationCollaboration
Certifications & Qualifications
Series 7 License
Industry Keywords
Wealth ManagementManaged AccountsMutual FundsExchange-Traded FundsAmeriprise ProductsGovernancePoliciesControlsReportingAdvisor Adoption
About the role
Key responsibilities & impact- Lead medium to large product development initiatives as the business lead and subject matter expert for advisory platform solutions
- Partner across business and technology teams to define requirements, prioritize enhancements, and deliver new platform functionality
- Maintain a strong compliance and governance environment through oversight of policies, procedures, controls, and reporting
- Conduct quantitative and qualitative analysis to support product, platform, and strategic business decisions
- Develop and enhance advisory programs, features, and investment solutions that support revenue growth and advisor adoption
- Resolve complex advisor and client issues in collaboration with internal and external partners
- Monitor industry trends and competitive developments to identify opportunities for innovation and continuous improvement
Requirements
What you’ll need- 7+ years of experience in financial services, with expertise in product management, product development, or wealth management solutions
- Deep knowledge of advisory products and investment solutions, including managed accounts, mutual funds, exchange-traded funds, and related offerings
- Bachelor's degree or equivalent combination of education and relevant experience
- Active Series 7 license or ability to obtain within 120 days of hire
- Experience leading projects and influencing outcomes across cross-functional teams and organizational levels
- Strong analytical, research, and data analysis capabilities, including proficiency with Microsoft Office analytical tools
- Demonstrated strategic thinking, problem-solving, organization, communication, and collaboration skills
- Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States
- Knowledge of Ameriprise products, platforms, field channels, and related systems is preferred
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