Senior Product Specialist – Alternative Investments

Ameriprise Financial Services, LLC

. Support the alternative investments product management team in executing business priorities, product initiatives, and ongoing platform activities .

Posted 10/14/2026full-timeMinneapolis • Minnesota • United StatesSenior💰 $71,300 - $98,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational and analytical skills to manage multiple priorities and stakeholders effectively. Proficient in coordinating product onboarding and operational implementation within financial services, with a focus on alternative investments and compliance considerations.

Highest-signal resume keywords

Alternative Investments ExperienceProduct ManagementOperational ImplementationCross-Functional Project CoordinationRegulatory Compliance Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Product OnboardingOperational ReadinessInvestment Product ServicingBroker-Dealer OperationsAnalytical SkillsProblem-Solving Skills

Soft Skills

Organizational SkillsClear CommunicationCollaborationAttention to DetailFollow-Through Skills

Certifications & Qualifications

Series 7 LicenseFINRA Licenses

Industry Keywords

Financial ServicesInvestment ProductsWealth ManagementComplianceService Delivery

About the role

Key responsibilities & impact

Support the alternative investments product management team in executing business priorities, product initiatives, and ongoing platform activities
Coordinate across internal teams and third-party firms to establish new servicing arrangements for alternative investments
Gather requirements, document proposed arrangements, track decisions and dependencies, and support implementation
Partner with Service Delivery, Operations, Clearing, Compliance, GCO, Legal, Sales, Marketing, and other stakeholders to address servicing needs and complete operational requirements
Assist with new product onboarding, product maintenance, and implementation activities
Coordinate documentation, training, communications, operational readiness, and advisor support
Support ongoing relationship management with third-party alternative investment product sponsors
Coordinate meetings, follow-up items, issue resolution, and sponsor commitment tracking
Lead recurring reporting processes and communicate insights to key stakeholders
Monitor open items, risks, and implementation milestones; communicate status and escalate issues as appropriate
Identify opportunities to improve the advisor and client experience through enhancements to service, processes, tools, policies, and procedures

Requirements

What you’ll need

Bachelor's degree or equivalent combination of education and relevant experience
Strong organizational and follow-through skills, with the ability to manage multiple priorities, stakeholders, and deadlines
Clear written and verbal communication skills
Demonstrated ability to work collaboratively across teams and build effective working relationships
Analytical and problem-solving skills, with attention to detail and a willingness to learn complex products and processes
Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States
Preferred: Experience with alternative investments, complex investment products, broker-dealer operations, or investment-product servicing
Preferred: 2+ years of experience in financial services, investment products, operations, product management, project coordination, or a related field
Preferred: Experience supporting product onboarding, operational implementation, or cross-functional projects within a broker-dealer or wealth management organization
Preferred: Working knowledge of regulatory, compliance, and operational considerations associated with alternative investments
Preferred: Interest in pursuing Series 7 or other FINRA licenses

Benefits

Comp & perks

Pay-for-performance compensation philosophy
Variable pay in the form of bonus, commissions, and/or long-term incentives, depending on the role
Competitive and comprehensive benefits program
Vacation time
Sick time
401(k)
Health insurance
Dental insurance
Life insurance
Flexibility to work from home one (1) day per week