The Product Manager role, within the Wealth Management business group, will be responsible for managing business/product critical processes, reports and audits. This role will also represent the wealth management products group as a subject matter expert and liaison with project initiatives.
Act as a subject matter expert on small to medium scale projects related to the Mutual Fund, 529 Plans, Alternative Investments, Structured Products, Capital Markets, Third Party Insurance and Annuity product lines.
Ensure the maintenance of a healthy compliance environment by completing regular reviews of policies, procedures, and reports.
Perform routine reports and audits accurately and on-time.
Manage resolution of complex and non-routine advisor/client issues with internal/external partners.
Own and act as subject matter expert for client pre-qualification and product sales kit process for Alternative Investments.
Work on special projects, and perform other duties as assigned.
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
Working knowledge of Ameriprise systems and tools (including BETA Host, Thomson One/Refinitiv, Denodo)
Data analysis experience
About Our Company
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.