Product Manager – Annuities
Ameriprise Financial Services, LLC
full-time
Posted on:
Location Type: Office
Location: Charlotte • Minnesota • North Carolina • United States
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Salary
💰 $90,000 - $110,000 per year
About the role
- Responsible for the product management and growth of the annuity platform
- Manage carrier relationships
- Provide insights and actionable recommendations to support advisor and client experience improvements
- Assist in due diligence of carriers, products and concepts
- Support firm recruiting efforts
- Develop effective and relevant advisor education and training opportunities
- Guide carrier and product onboarding process
- Provide support for annuity sales desk
- Support annuity related initiatives
Requirements
- Bachelor's degree or equivalent experience
- 5+ years financial services experience, preferably in annuity product management
- Excellent strategic and analytical skills to solve complex problems
- Attention to detail and personal accountability
- Relationship and Project Management experience preferably with background in annuities
- Strong written and verbal communication skills
- Proficiency in Microsoft Excel
- Knowledge of laws and regulations related to broker dealer responsibilities with regard to annuity products preferred
- Active Series 7 or the ability to obtain within 120 days.
Benefits
- vacation time
- sick time
- 401(k)
- health insurance
- dental insurance
- life insurance
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
product managementfinancial servicesannuity product managementstrategic skillsanalytical skillsrelationship managementproject managementMicrosoft Excelbroker dealer regulationsdue diligence
Soft Skills
attention to detailpersonal accountabilitystrong written communicationstrong verbal communication
Certifications
Bachelor's degreeSeries 7