Manager-Financial Advice Tools
Core
End-to-end support and management of the MoneyGuide vendor financial advice tool, including project delivery, operations, and vendor relationship management.
Role type
Manager, Financial Advice Tools
Builds
Financial planning and advice tools for advisors and clients
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Project and program management, Vendor management, Financial services domain knowledge, Technical development process understanding, Leadership, Compliance management
Preferred skills
Financial planning disciplines (asset allocation, investment, retirement, tax, estate planning), Product Management, Agile execution, MoneyGuide Pro experience
Responsibilities
Lead large-scale technology development projects for financial advice tools, Manage daily operations and enhancement logs for the MoneyGuide tool, Establish and manage strategic relationships with vendors and internal stakeholders, Provide leadership and coaching to project teams and business analysts
Seniority
Manager, hands-on leadership
