Product Manager, Securities Based Lending

Ameriprise Financial, Inc.
Minneapolis, USA
11 Aug 2022
13 Aug 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
We have an exciting opportunity for a Product Manager to join our team at Ameriprise! As a Securities-based Lending Product Manager, you will support business initiatives related to growing and supporting the margin and pledge lending books. This role will be responsible for supporting securities-based lending projects, Experienced Advisor Recruiting, process and control execution, new loan business, and the ongoing development and maintenance of securities-based lending product solutions.


  • Partner with Experienced Advisor Recruiting (EAR) to help analyze and onboard outside loan portfolios
  • Partner with internal and external sales teams to drive growth and serve as a Subject Matter Expert (SME) on sophisticated securities-based lending cases
  • Help handle and be responsible for the strategic road map, and assist in the creation of business strategies to grow the loan portfolio and improve the client/advisor experience
  • Support the development of new product offerings and improvements
  • Assist in the formulation of communication and marketing strategies related to driving product uptake and penetration
  • Ensure ongoing adherence to securities-based lending procedures and controls

Required Qualifications

  • Bachelor's degree or equivalent experience
  • 5+ years financial services experience
  • Series 7 (or ability to acquire within 120 days)
  • Ability to influence and collaborate with or lead across the organization and at all levels to get results.
  • Strong analytical and problem-solving skills using data to identify trends and issues and potential ways to take on the issue.
  • Advisor or customer service experience.
  • Knowledge of a wide array of Financial Services products (i.e. brokerage, equities, mutual funds, margin lending, etc.)

Preferred Qualifications

  • Project management experience
  • Experience with Securities-Based Lines of Credit
  • Understanding of the advisor recruiting process

About Our Company

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. The Banking and Cash Solutions team mission is to make life more rewarding by helping others achieve their goals and dreams by providing compelling product solutions and a seamless client experience. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Banking and Cash Solutions.

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.

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