Senior Product Manager, Wealth Management (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: Minneapolis, Minnesota, United States; other location: Charlotte, North Carolina. Hybrid arrangement with at least four days per week in the office and flexibility to work from home one day per week; some roles may require additional in-office time.
Base salary: $93,400–$128,400 per year, plus potential variable pay including bonuses, commissions, and/or long-term incentives.
Company
is a diversified financial services company providing financial planning and advice, asset management, insurance, and annuity services to individual, small business, and institutional clients.
What you will do
- Lead medium to large product development initiatives as the business lead and subject matter expert for advisory platform solutions.
- Partner with business and technology teams to define requirements, prioritize enhancements, and deliver new platform functionality.
- Oversee policies, procedures, controls, and reporting to maintain compliance and governance.
- Conduct quantitative and qualitative analysis to support product, platform, and strategic business decisions.
- Develop and enhance advisory programs, features, and investment solutions that support revenue growth and advisor adoption.
- Resolve complex advisor and client issues and monitor industry and competitive developments to identify innovation opportunities.
Requirements
- 7+ years of experience in financial services, with expertise in product management, product development, or wealth management solutions.
- Deep knowledge of advisory products and investment solutions, including managed accounts, mutual funds, exchange-traded funds, and related offerings.
- Bachelor’s degree or equivalent combination of education and relevant experience.
- Active Series 7 license or ability to obtain it within 120 days of hire.
- Experience leading projects and influencing outcomes across cross-functional teams and organizational levels.
- Strong analytical, research, and data analysis capabilities, including proficiency with Microsoft Office analytical tools.
- Strategic thinking, problem-solving, organization, communication, and collaboration skills.
- Valid U.S. work authorization that does not now or in the future require visa sponsorship.
Nice to have
- Knowledge of Ameriprise products, platforms, field channels, and related systems.
Culture & Benefits
- Client-centric, relationship-based environment centered on face-to-face collaboration and personal connection.
- Vacation time and sick time.
- 401(k) and health, dental, and life insurance benefits.
- Potential variable compensation through bonuses, commissions, and/or long-term incentives.
- Inclusive and accessible recruitment process with reasonable accommodation support.
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