Product Manager – Wealth Management
Ameriprise Financial Services, LLC
full-time
Posted on:
Location Type: Hybrid
Location: Minneapolis • Minnesota • North Carolina • United States
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Salary
💰 $81,700 - $112,300 per year
About the role
- Manage business/product critical processes, reports, and audits
- Act as subject matter expert on various product lines
- Perform regular reviews of policies, procedures, and reports
- Manage resolution of complex advisor/client issues
- Own client pre-qualification and product sales kit process for Alternative Investments
Requirements
- 5+ years financial services experience
- Bachelor's degree or equivalent experience
- Active Series 7 or ability to obtain within 120 days
- Strong understanding of compliance and regulatory environment
- Proven organizational skills, including managing multiple tasks simultaneously
- Project Management experience
- Working knowledge of Ameriprise systems and tools (including BETA Host, Thomson One/Refinitiv, Denodo)
Benefits
- Health insurance
- 401(k)
- Paid time off
- Sick time
- Competitive and comprehensive benefits program
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial services experiencecompliance understandingregulatory environment knowledgeproject management
Soft skills
organizational skillsproblem resolutiontask management
Certifications
Bachelor's degreeSeries 7