Senior Product Manager - Alternative Investments

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 sales goals.

• Provide ongoing relationship management for third party alternative investment product sponsors; ensure Ameriprise delivers value to third party partner firms.

• Design, develop, and manage product sales strategies, educational, and marketing initiatives; drive third party firm engagement and involvement with cross organizational marketing efforts.

• Effectively leverage business intelligence in creating and executing creative sales and marketing campaigns, 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.

• Responsible for oversight of product on-boarding, driving awareness of alternative investments, and providing advisor support.

• Serve as point of contact and subject matter expert for alternative investments.

• 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 work experience

• Active Series 7 or ability to obtain within 120 days

Preferred Qualifications

• 2+ years of field advisor experience or comparable sales and marketing experience preferred

• MBA, CMA or CAIA

• Experience working effectively within and across a large broker dealer’s business units

• Possess a strong 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

• Outstanding 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,