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Senior Product Specialist
Ameriprise Financial Services, LLC. Participate in the development, delivery, and support of advisory products and programs .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical and problem-solving capabilities in the Financial Services industry, with a focus on product development and enhancing client and advisor experiences. Proficient in utilizing data analytics tools to drive recommendations and improvements in advisory products and services.
Highest-signal resume keywords
Financial Services ExperienceProduct DevelopmentData AnalysisClient Experience EnhancementProject Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisProduct ManagementAdvisory Platforms KnowledgeMarket ResearchTrend Identification
Soft Skills
Analytical SkillsProblem-SolvingCustomer Service
Tools & Technologies
Microsoft Office
Certifications & Qualifications
FINRA Series 7 License
Industry Keywords
Advisory ProductsClient ExperienceCompetitive AnalysisProfitability ImprovementFinancial Advisory
About the role
Key responsibilities & impact- Participate in the development, delivery, and support of advisory products and programs
- Assist in Ameriprise Client Experience initiatives in the advisory business
- Support development of the Advisor/Client Experience across the advisory platform
- Complete analysis and make research-based recommendations to improve product features, sales, marketing, processes, and procedures
- Contribute to requirements and delivery of new products and services
- Enhance client and advisor experience and ease of use
- Support competitive evolution and profitability improvements
- Identify opportunities to recommend, develop, and build competitor analysis capabilities
Requirements
What you’ll need- Bachelor’s degree in Finance, Economics, Business or other related degree or equivalent experience
- 3+ years of experience in the Financial Services industry, preferably product development and/or product management
- Strong analytical and problem-solving skills using data to identify trends and issues and potential ways to solve the issue
- Advisor or customer service experience
- Proficient skill level in Microsoft Office data analytic tool sets
- Valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States
- Desire to obtain FINRA Series 7 license
- Knowledge of Advisory platforms and solutions
- Project management experience 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