Product Manager, Wealth Management
Core
Drive sales and advisor/client retention by developing and managing wealth management and retail advisor products, services, and features.
Role type
Product Manager (Wealth Management)
Builds
Wealth management offerings and retail advisor solutions
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Product strategy, competitive intelligence analysis, cross-functional collaboration, product lifecycle management, market trend monitoring, training and development, regulatory compliance awareness
Preferred skills
CFA, CFP, Series 7, Series 24 licenses
Technologies
CRM systems, advisor technology platforms, digital engagement tools
Responsibilities
Shape and execute product vision and strategy for wealth management offerings, lead product development initiatives balancing time/quality/cost/benefit, collaborate with distribution teams to implement new products, ensure end-to-end processes from proposal to implementation, monitor market and regulatory trends for innovation opportunities, train field personnel and advisors on products and competitive positioning
Seniority
Mid-Senior, hands-on IC
