Product Manager - Wealth Management
Core
Manage business/product critical processes, reports, and audits for the Wealth Management advisory platform while serving as a subject matter expert to enhance advisor and client experience.
Role type
Product Manager (Wealth Management Solutions)
Builds
Advisory platform features, programs, and capabilities for advisors and clients
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Strategic and analytical problem solving, Compliance and regulatory knowledge, Financial services domain expertise, Product lifecycle management, Cross-functional partnership, Data analysis
Preferred skills
Project management, Agile methodologies (JIRA), Wealth management solutions experience, Knowledge of Ameriprise business units and systems (BETA Host, Thomson One/Refinitiv)
Responsibilities
Lead product efforts supporting advisor acquisition and client asset growth, Ensure strong compliance environment through policy and procedure reviews, Partner with Technology, Operations, and Legal to improve advisory products, Provide research and analysis to identify product enhancement opportunities, Lead resolution of complex advisor and client issues, Transition product development initiatives into ongoing management
Seniority
Mid-Senior, hands-on IC