Ameriprise Financial, Inc

CRM Technical Product Manager

Ameriprise Financial, Inc • $105K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of experience in product management or related technology roles.
  • Bachelor's Degree in Business, Computer Science, or equivalent.
  • Experience with Salesforce Sales Cloud, including requirements and delivery.
  • Strong skills in translating complex business needs into actionable plans.
  • Demonstrated success in delivering technology enhancements and improvements.
  • Familiarity with Agile methodologies including backlog management and testing.
  • Excellent communication skills to influence and collaborate at all levels.

Responsibilities

  • Coordinate prioritization and delivery of CRM enhancements for EAR business.
  • Lead roadmap planning and solution design for CRM capabilities.
  • Gather user feedback to identify platform enhancement opportunities.
  • Develop partnerships with stakeholders to ensure successful CRM delivery.
  • Support user acceptance testing and validate business requirements.
  • Monitor adoption and user satisfaction to inform prioritization decisions.
  • Coordinate communication and change management to minimize business disruption.

Benefits

  • Comprehensive health, dental, and life insurance coverage.
  • 401(k) retirement plan with company contributions.
  • Paid vacation time and sick leave.
  • Performance-based bonus and commission opportunities.
Full Job Description
Job Description

Serves as the Product Owner for Salesforce CRM capabilities, with primary responsibility for Experienced Advisor Recruiting (EAR) and support for additional business lines across the CRM platform. Partners with business line leaders and Technology teams to define, prioritize, and deliver enhancements across Salesforce and related platform integrations. Responsible for translating business needs into requirements and user stories, driving execution through the development lifecycle, and developing and managing a product roadmap. Acts as a trusted advisor and subject matter expert, ensuring technology solutions improve business outcomes and user experience.

Key Responsibilities

Major areas of accountability:

User Requirements ~~ Product Road Map ~~ Stakeholder Engagement ~~ Subject Matter Expertise ~~ Execution / Implementation Leadership ~~ User Acceptance Testing ~~ Product Support & Performance Management

  • Coordinate the prioritization and delivery of CRM enhancements supporting EAR as the primary business partner while contributing across the broader CRM platform. Partner with business and technology stakeholders to translate business needs into requirements, user stories, and acceptance criteria, maintain a prioritized product backlog, and guide delivery of solutions that improve business outcomes and user experience. Participate in Agile delivery activities and make prioritization decisions regarding scope, risks, dependencies, and implementation impacts.
  • Lead roadmap planning, solution design, and delivery activities for CRM capabilities supporting EAR and other business partners. Evaluate enhancement requests, business opportunities, and platform capabilities, provide subject matter expertise on business requirements and solution options, and partner with cross-functional teams to deliver enhancements aligned with business and platform priorities.
  • Gather and analyze feedback from business users, support cases, and production issues to identify opportunities for platform enhancements and process improvements. Monitor adoptionand user satisfaction to assess solution performance and inform prioritization decisions. Support user acceptance testing, validate requirements, and recommend improvements that enhance business outcomes and user experience. Coordinate resolution of production issues, including impact assessment, prioritization, stakeholder communication, and validation of fixes.
  • Develop and maintain effective partnerships with business stakeholders, technology teams, vendors, and end users to support the successful delivery and adoption of Field Leader CRM capabilities. Coordinate communication, release readiness, and change management activities to ensure solutions are understood, adopted, and delivered with minimal business disruption.
    Required Qualifications
  • 3+ years of experience in product management, product ownership, business analysis, or a related technology role.
  • Bachelor's Degree or equivalent experience in Business, Computer Science or related field.
  • Experience supporting Salesforce Sales Cloud solutions, including requirements management, backlog prioritization, testing, and release delivery.
  • Proven success delivering technology enhancements that improve business processes, user experience, and measurable business outcomes.
  • Demonstrated ability to translate complex business needs into requirements, user stories, and actionable delivery plans.
  • Experience working in Agile environments, including backlog management, sprint planning, backlog refinement, user acceptance testing, and release activities.
  • Strong analytical, problem-solving, and decision-making skills with the ability to evaluate risks, dependencies, tradeoffs, and implementation impacts.
  • Demonstrated ability to build effective partnerships with business stakeholders, technology teams, vendors, and cross-functional delivery teams.
  • Excellent verbal and written communication skills with the ability to influence decisions and communicate effectively across all levels of the organization.


Preferred Qualifications

  • Experience supporting financial advisor growth, sales, recruiting, or related business processes.
  • Experience within the financial services industry.
  • Experience serving as a Product Owner within an Agile delivery model.
  • Experience supporting Salesforce integrations, data management, security, reporting, or platform governance activities.


Base Pay Salary

The estimated base salary for this role is $105,000 - $130,000 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurance.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Technology

Line of Business

TECH Technology

About Ameriprise Financial, Inc

Ameriprise Financial, Inc Careers

Joining Ameriprise Financial, Inc presents an unparalleled opportunity to advance your career with a leader in financial services. Our team of professionals is dedicated to fostering an environment of growth, innovation, and leadership. Work You’ll Do At Ameriprise Financial, Inc, you will be part of a culture that thrives on diversity, professional excellence, and ethical standards. Our employees are empowered to master their roles and contribute to the company’s success through continuous personal and professional development. Transform Your Career Lead your career on a path of continuous growth with Ameriprise Financial, Inc. Our company stands at the forefront of the financial industry, integrating cutting-edge technology and substantial market expertise to deliver exceptional service to our clients. Work with a team of skilled professionals who are committed to a culture of innovation and exceptional leadership. Collaborate on projects that reshape financial planning and improve client outcomes. Ameriprise Financial, Inc Job Opportunities We are actively hiring and have a variety of job opportunities that cater to different skills and career levels. From entry-level positions to leadership roles, Ameriprise Financial, Inc offers a dynamic work environment where your skills will be honed and your achievements recognized. Join our team and contribute to our mission of helping clients achieve their financial goals. Explore positions in areas such as financial advising, customer service, IT, and more. Internship Programs Kickstart your career with an Ameriprise Financial, Inc internship. Our internships provide invaluable workplace experience, networking opportunities, and insights into the financial services industry. Interns at Ameriprise Financial, Inc are crucial team members, working alongside seasoned professionals and contributing to real-world projects. Benefits and Growth Ameriprise Financial, Inc is committed to the growth and development of our employees. We offer competitive benefits, diversity training, and professional development programs that encourage our team to stay ahead in the industry. Our benefits package includes health, dental, and vision insurance, retirement plans, and generous paid time off. Leadership and Development Develop your leadership skills through targeted training and mentorship at Ameriprise Financial, Inc. We believe in nurturing leadership potential and offer various programs designed to help you grow into a visionary leader within the company. Stay Connected Join Our Team Search for open positions that match your skills and interests. We are looking for passionate, curious, and driven team players. Start your journey with Ameriprise Financial, Inc today and build a career that you can be proud of. SEARCH AMERIPRISE FINANCIAL JOBS Keep Up to Date Stay informed with career tips, insider perspectives, and industry-leading insights you can use today—all from the people who work here. READ CAREERS BLOG Job Alert Emails Customize your subscription to receive job alerts, the latest news, and insider tips tailored to your preferences. Discover the exciting and rewarding opportunities that await at Ameriprise Financial, Inc.
Learn more about Ameriprise Financial, Inc
Size
12,000 employees
Market Cap
$32.7 billion
Industry
Net Income
$1.5 billion
Founded
1894
5 Year Trend
+2.6%
Revenue
$11.9 billion
NASDAQ

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