Devin Warnick

Devin Warnick Email and Phone Number

Product Manager, Advisory Platform Development @ Ameriprise Financial Services, LLC
Minneapolis, MN, US
Devin Warnick's Location
Minneapolis, Minnesota, United States, United States
Devin Warnick's Contact Details

Devin Warnick work email

Devin Warnick personal email

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About Devin Warnick

Proven knowledge of the Financial Services industry, particularly in wealth management, with a focus on fee-based advisory products. Driven and loyal professional that flourishes in fast-paced environments and excels at making meaningful connections with others, and encouraging an engaging work environment.

Devin Warnick's Current Company Details
Ameriprise Financial Services, LLC

Ameriprise Financial Services, Llc

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Product Manager, Advisory Platform Development
Minneapolis, MN, US
Website:
ameriprise.com
Employees:
2
Devin Warnick Work Experience Details
  • Ameriprise Financial Services, Llc
    Product Manager, Advisory Platform Development
    Ameriprise Financial Services, Llc
    Minneapolis, Mn, Us
  • Ameriprise Financial Services, Llc
    Product Manager, Advisory Platform Development
    Ameriprise Financial Services, Llc Jan 2024 - Present
    Minneapolis, Mn, Us
    - Supported the development of the Advisor/Client Experience across Ameriprise's advisory platform.- Represented Advisory Products as a subject matter expert on cross-organizational projects, supported marketing and sales to develop/provide input on content and messaging for materials, presentations, and other vehicles to sell/promote products.- Partnered with colleagues across the firm such as Technology, Service and Operations, Compliance, Legal, Marketing, and Training as well as external vendors to enhance the Advisory offerings and advisor/client experience.- Successfully managed relationships within the organization and with third-party partners.- Identified and worked across the organization/vendors/partner firms to resolve advisor/client issues.- Led successful transitions of product development to successful product management processes and procedures.- Identified and recommended changes to policies, procedures, and reporting.
  • Rbc Wealth Management
    Product Consultant, Advisory Programs
    Rbc Wealth Management Sep 2021 - Jan 2024
    Toronto, Ontario, Ca
    •Played a key role is promoting, developing, and managing the Firm's advisory product suite.•Worked with FAs and teams to understand policies and procedures relevant to the Firm's advisory programs to expand their business and increase efficiencies. •Worked with other product groups and business partners to implement key initiatives. •Played a key role in the Firm's recruiting and onboarding process for new FAs and teams.
  • Rbc Wealth Management
    Associate Ii - Products & Services Support
    Rbc Wealth Management Apr 2020 - Sep 2021
    Toronto, Ontario, Ca
    Associate II on the Products and Services (PAS) Support team, within the Field Service Group.•Worked directly with financial advisors and their teams to provide sales support for the firm’s products and services, including advisory programs, retirements, planning, mutual funds, etc.•Worked across all product and consulting areas to stay current with product and technology updates, policy changes, and campaigns. Collaborated with product teams, business support, operations and IT to provide the service and support needed by the field.•Supported RBC’s array of financial planning tools (such as; RBC WealthPlan and RFS), reporting and research tools (such as; PortfolioView, Morningstar, and Dashboard), and other applications within the firm.•Provided support within the AdvisoryLink (Envestnet) tool and provided assistance with annuity purchases, exchanges and add ons in the AnnuityLink tool.
  • Rbc Wealth Management
    Associate - Investment Advisory Operations
    Rbc Wealth Management Oct 2018 - Apr 2020
    Toronto, Ontario, Ca
    Oversaw the administration and billing of both RBC Private Client Group and RBC Clearing & Custody accounts enrolled on the firm’s discretionary, SMA, and UMA platforms. Helped deploy large scale platform conversions, migrations, and associated policy changes on 330,000+ accounts.

Devin Warnick Education Details

  • St. Olaf College
    St. Olaf College
    Political Science And Government

Frequently Asked Questions about Devin Warnick

What company does Devin Warnick work for?

Devin Warnick works for Ameriprise Financial Services, Llc

What is Devin Warnick's role at the current company?

Devin Warnick's current role is Product Manager, Advisory Platform Development.

What is Devin Warnick's email address?

Devin Warnick's email address is de****@****rbc.com

What is Devin Warnick's direct phone number?

Devin Warnick's direct phone number is +171545*****

What schools did Devin Warnick attend?

Devin Warnick attended St. Olaf College.

Who are Devin Warnick's colleagues?

Devin Warnick's colleagues are Lindsay Rath, Jeff Cordova, Kyle Whitten, Cfp®, Apma®, Gregg Newman, Terri Hughes, Jennifer Hughes-Murdock, James Stein.

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