Director, Advisory Product Management Director, Advisory Product Management …

Ameriprise Financial, Inc.
in Minneapolis, MN, United States
Permanent, Full time
Be the first to apply
Ameriprise Financial, Inc.
in Minneapolis, MN, United States
Permanent, Full time
Be the first to apply
Director, Advisory Product Management
Job Description

The Director, Advisory Product Management will lead a team that will focus on advisory platform management, including ongoing monitoring and maintenance of policies, procedures and audits, advisor and client support, vendor/relationship management, fee and compensation management, and issue resolution across all advisory programs. This role will act as a business leader for small to medium size projects and Wealth Management initiatives while also participating in large scale complex projects.


• Provide effective leadership to a team of product managers and product specialists incorporating performance management practices through individual goal planning, periodic reviews, coaching and development
• Lead the implementation, and development of product management processes and procedures for investment advisory offerings
• Successfully manage relationships within the organization and with third-party partners, establishing and monitoring service level agreements, billing reconciliation and marketing/sales campaigns
• Perform regular reviews of policies, procedures, reports created for monitoring advisory product offerings and controls
• Contribute to the delivery of new products and services through funded enhancements that improves ease of use, competitiveness in the marketplace and/or improve profitability
• Lead complex and non-routine issue resolution with internal/external partners
• Identify, recommend and implement changes to policies, procedures and reporting
• Perform as the business lead on small to medium sized projects
• Support field leaders, financial advisors, recruiting teams and sales teams with escalations, advisor recruit on-boarding and issue resolution

Required Qualifications

• Bachelor's degree in economics, finance, business or equivalent
• 10+ years' experience in Financial Services industry, preferably product management and or product development
• Experience in working with field leaders, financial advisors and their staff
• Ability to influence and collaborate with or lead across the organization and at all levels to drive results
• Demonstrated analytical and problem solving skills
• Proven organizational skills, including managing multiple tasks simultaneously
• Ability to think strategically, while being able to implement tactical plans
• Strong communication skills
• People leadership experience
• Active Series 7 or the ability to obtain within 120 days

Preferred Qualifications

• Advanced degrees or financial services certifications
• Ameriprise Field/Advisor experience or familiarity with the Ameriprise field sales force
• Medium to in depth knowledge of Advisory product platform offering and solutions
• Service and Operational process knowledge for Advisory solutions
• Basic to proficient skill level in Microsoft Office data analytic tool sets
• Proficient knowledge and familiarity with Ameriprise Brokerage applications

About Our Company

With the right company, life can Be Brilliant®. At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial and we can Be Brilliant® together.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
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