Annuity Product Manager

The Annuity Product Manager role, within Wealth Management Solutions, will be responsible for the product management and growth of the annuity platform. Overall responsibilities will include carrier relationship management, product and concept knowledge, industry rules and regulations, projects and initiatives, operations, compensation maintenance, and advisor communications, education and marketing.

Key Responsibilities

• Manage and maintain carrier relationships

• Provide insights and actionable recommendations to support advisor and client experience improvements

• Assist in due diligence of carriers, products and concepts

• Support firm in advisor recruitment efforts

• Develop effective and relevant advisor education and training opportunities

• Guide carrier and product onboarding process

• Provide support for annuity sales desk

Required Qualifications

• Bachelor's degree or equivalent work experience

• 5+ years financial services experience

• Active Series 7 or the ability to obtain within 120 days

• Ability to influence and collaborate with or lead across the organization and at all levels to drive results

• Analytical and complex problem-solving skills using data to identify trends and solve issues

• Excellent written and verbal communication skills

• Proven experience managing and maintaining external vendor relationships

• Proficiency in Microsoft Excel

• Knowledge of laws and regulations related to broker dealer responsibilities

Preferred Qualifications

• Annuity product management

• Project management experience

• New product development experience

About Our Company
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 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.

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.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Marketing/Product Management

Line of Business

FPPS Wealth Management Solutions