Full Job Description
The Senior Product Specialist within Wealth Management Solutions (WMS) will participate in the development, delivery, and support of advisory products/programs. Assist in the Ameriprise Client Experience initiatives in advisory business that grows assets, increases net flows, drives revenue generation, and implements cost/expense saves.
Key Responsibilities
Key responsibilities include, but are not limited to:
- Supports the development of the Advisor/Client Experience across the advisory platform.
- Completes analysis and makes research-based recommendations to improve product features, sales, marketing, processes, and procedures.
- Contributes to the requirements and delivery of new products and services to enhance the client and advisor experience, increase ease of use, meet competitive evolution in the marketplace and/or improve profitability.
- Actively identifies opportunities to recommend, develop and build competitor analysis capabilities for the organization.
Required Qualifications
- Bachelor’s degree in Finance, Economics, Business or other related degree or equivalent experience.
- 3+ years of experience in Financial Services industry, preferably product development and/or product management.
- Strong analytical and problem-solving skills using data to identify trends and issues and potential ways to solve the issue.
- Advisor or customer service experience.
- Proficient skill level in Microsoft Office data analytic tool sets.
Preferred Qualifications
- Desire to obtain FINRA Series 7 license.
- Knowledge of Advisory platforms and solutions
- Project management experience preferred.
U.S. Work Authorization & Sponsorship
Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).
In-Office Collaboration
We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders — clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.
Base Pay Salary
The estimated base salary for this role is $71,300 - $98,100 / 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 insurances
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Exempt
Job Family Group
Marketing/Product Management
Line of Business
FPPS Wealth Management Solutions