What are the responsibilities and job description for the Senior Complex Product Manager Alternative Investments position at Ameriprise Financial Services, LLC?
About Our Company
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
The Senior Complex Product Manager will lead the development and continued growth of the alternative Investment business lines by working across the organization and with third-party sponsors to provide high-quality product support to Ameriprise advisors, sales teams, and clients. This position will make recommendations and implement plans to improve advisor education, product awareness, sales, marketing, training, service, processes, policies, and procedures.
Key Responsibilities
Represent and promote alternative investments as a product advocate and business owner, including deep collaboration with third party partner firms to help WMS achieve its goals.
Responsible for new product onboarding, driving awareness of alternative investments, and providing advisor support.
Serve as point of contact and subject matter expert for alternative investments.
Provide ongoing relationship management support for third party alternative investment product sponsors; ensure Ameriprise delivers value to third party partner firms.
Effectively leverage business intelligence in creating and executing creative sales, educational, and marketing initiatives, both internally and in partnership with third party product sponsors.
Oversee development, delivery, and ongoing maintenance of product training, including advisor-facing content as well as internal Ameriprise sales team materials.
Actively engage with other groups throughout the organization including Marketing, Sales, GCO, Compliance, Service Delivery, and Clearing to ensure that all aspects of product requirements are met.
Required Qualifications
7 years' financial services experience
Bachelor's degree or equivalent
Active Series 7 or ability to obtain within 90 days
Preferred Qualifications
MBA, CMA or CAIA
Experience working effectively within and across a large broker dealer’s business units
Strong working knowledge of the alternative investment industry and product characteristics
Demonstrated experience with leading field implementation initiatives
Experience working successfully within a strategic sales environment influencing advisor and field leader behavior; strong communication, coaching, training and general presentation skills; self-driven and self-accountable
Strong relationship management, negotiation, and collaborating/influencing skills in dealing with all levels through various communication channels
Visa 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 $107,000 - $147,100 / 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
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Job Description
The Senior Complex Product Manager will lead the development and continued growth of the alternative Investment business lines by working across the organization and with third-party sponsors to provide high-quality product support to Ameriprise advisors, sales teams, and clients. This position will make recommendations and implement plans to improve advisor education, product awareness, sales, marketing, training, service, processes, policies, and procedures.
Key Responsibilities
Represent and promote alternative investments as a product advocate and business owner, including deep collaboration with third party partner firms to help WMS achieve its goals.
Responsible for new product onboarding, driving awareness of alternative investments, and providing advisor support.
Serve as point of contact and subject matter expert for alternative investments.
Provide ongoing relationship management support for third party alternative investment product sponsors; ensure Ameriprise delivers value to third party partner firms.
Effectively leverage business intelligence in creating and executing creative sales, educational, and marketing initiatives, both internally and in partnership with third party product sponsors.
Oversee development, delivery, and ongoing maintenance of product training, including advisor-facing content as well as internal Ameriprise sales team materials.
Actively engage with other groups throughout the organization including Marketing, Sales, GCO, Compliance, Service Delivery, and Clearing to ensure that all aspects of product requirements are met.
Required Qualifications
7 years' financial services experience
Bachelor's degree or equivalent
Active Series 7 or ability to obtain within 90 days
Preferred Qualifications
MBA, CMA or CAIA
Experience working effectively within and across a large broker dealer’s business units
Strong working knowledge of the alternative investment industry and product characteristics
Demonstrated experience with leading field implementation initiatives
Experience working successfully within a strategic sales environment influencing advisor and field leader behavior; strong communication, coaching, training and general presentation skills; self-driven and self-accountable
Strong relationship management, negotiation, and collaborating/influencing skills in dealing with all levels through various communication channels
Visa 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 $107,000 - $147,100 / 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
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
Salary : $107,000 - $147,100