Sr Associate Product Owner - Financial Planning

Responsibilities

• Support execution of the product roadmap by translating advisor and business needs into clear requirements, user stories, and prioritized backlogs.
• Partner with product managers, technology teams, and vendors to deliver enhancements, fixes, and releases that improve advisor workflows and tool usability.
• Represent the voice of the advisor by identifying pain points, validating solutions, and supporting adoption of financial planning capabilities.
• Coordinate and support user acceptance testing (UAT), defect management, and release readiness to ensure high‑quality, stable solutions.
• Assist with production check‑out, post‑release monitoring, and issue triage to maintain ongoing tool reliability.
• Collaborate with vendors to clarify requirements, review deliverables, and support resolution of defects and enhancements.
• Support business‑as‑usual (BAU) activities, including intake and coordination of support requests and maintenance of product documentation.
• Develop deep functional knowledge of assigned tools, data flows, and advisor use cases to support continuous improvement.
• Required Qualifications:
• Bachelor's degree or equivalent work experience.
• 3+ years of experience in a product, technology, business analysis, or operational support role.
• Experience gathering, documenting, and maintaining business and user requirements.
• Experience supporting delivery of technology solutions, including coordinating work across partners and supporting releases.
• Experience working with cross‑functional partners, including technology teams, business stakeholders, and vendors.
• Experience supporting advisors or field users on a day‑to‑day basis, including responding to questions, troubleshooting issues, and coordinating escalations.
• Experience supporting testing activities, such as test execution, defect tracking, and release validation.
• Strong written and verbal communication skills, with the ability to document requirements and communicate clearly with stakeholders.
• Ability to manage multiple priorities and deliver work in a fast‑paced environment.

Requirements

• Experience supporting advisor‑ or service‑facing technology solutions.
• Experience with financial planning, advice, or wealth management tools.
• Experience working with third‑party or vendor‑hosted platforms.
• Familiarity with business‑as‑usual support activities, including intake and issue follow‑up.
• Experience using common documentation or collaboration tools.
• 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
• Base Pay Salary
• The estimated base salary for this role is $85,000 - $112,000 / 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 add

Additional Information

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 Associate Product Owner supports the strategy, delivery, and ongoing optimization of financial planning tools used by advisors and clients. This role partners closely with product managers, technology teams, vendors, and business stakeholders to translate business needs into clear requirements, prioritize backlogs, and ensure high‑quality, scalable solutions that improve the planning experience. The role is responsible for representing the voice of the user, supporting roadmap execution, coordinating testing and releases, and helping drive adoption, stability, and continuous improvement across financial planning capabilities.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at ameriprise? Share your experience