Senior Product Specialist - 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.

The Alternative Investments Product Specialist will support the development and continued growth of the alternative investments business by working across the organization and with third-party product sponsors to provide high-quality product and support to Ameriprise advisors, sales teams, and clients. The role will assist with product onboarding, advisor education and training, product awareness, sales and marketing, and maintenance of ongoing processes, policies, and procedures. An additional focus will be coordinating across internal business partners and external firms to establish, document, and maintain servicing arrangements for alternative investments. Key Responsibilities ·        Support the alternative investments product management team in executing business priorities, product initiatives, and ongoing platform activities. ·        Coordinate across internal teams and third-party firms to establish new servicing arrangements for alternative investments, including gathering requirements, documenting proposed arrangements, tracking decisions and dependencies, and supporting implementation. ·        Partner with Service Delivery, Operations, Clearing, Compliance, GCO, Legal, Sales, Marketing, and other stakeholders to address servicing needs and ensure operational requirements are clearly defined and completed. ·        Assist with new product onboarding, product maintenance, and implementation activities, including coordination of documentation, training, communications, operational readiness, and advisor support. ·        Support ongoing relationship management with third-party alternative investment product sponsors, including meeting coordination, follow-up items, issue resolution, and tracking sponsor commitments. ·        Lead recurring reporting processes and communicate insights to key stakeholders. ·        Monitor open items, risks, and implementation milestones; communicate status and escalate issues as appropriate. ·        Identify opportunities to improve the advisor and client experience through enhancements to service, processes, tools, policies, and procedures. Required Qualifications ·        Bachelor's degree or equivalent combination of education and relevant experience. ·        Strong organizational and follow-through skills, with the ability to manage multiple priorities, stakeholders, and deadlines. ·        Clear written and verbal communication skills. ·        Demonstrated ability to work collaboratively across teams and build effective working relationships. ·        Analytical and problem-solving skills, with attention to detail and a willingness to learn complex products and processes. Preferred Qualifications ·        Experience with alternative investments, complex investment products, broker-dealer operations, or investment-product servicing. ·  2+ years of experience in financial services, investment products, operations, product management, project coordination, or a related field. ·        Experience supporting product onboarding, operational implementation, or cross-functional projects within a