Product Manager-Annuities WMS

The 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.

• Manage 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 recruiting efforts
• Develop effective and relevant advisor education and training opportunities
• Guide carrier and product onboarding process
• Provide support for annuity sales desk
• Support annuity related initiatives

• Bachelor's degree or equivalent experience with 5+ years financial services experience, preferably in annuity product management
• Excellent strategic and analytical skills to solve complex problems and identify new product solutions along with attention to detail and personal accountability
• Relationship and Project Management experience preferably with background in annuities
• Strong written and verbal communication skills, organizational skills and proficiency in Microsoft Excel
• Knowledge of laws and regulations related to broker dealer responsibilities with regard to annuity products preferred
• Active Series 7 or the ability to obtain within 120 days

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of 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 River Source Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

The estimated base salary for this role is $90,000 - $110,000 / 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 insurance.

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

Exempt

Marketing/Product Management

FPPS Wealth Management Services