Digital Direct Individual Retirement Product, AVP
Core
Define and execute the product roadmap for digital direct retirement offerings (IRAs, rollovers, distributions) for self-directed clients, ensuring compliance and driving client acquisition and engagement.
Role type
Senior Product Manager (Digital Retirement)
Builds
Digital account opening, funding, rollover, and distribution journeys for self-directed clients
Domain
Wealth Management / Digital Banking / Retirement Products
Deliverable
product features
Required skills
Product strategy and roadmap planning, Cross-functional delivery coordination, Data-driven funnel optimization, Regulatory disclosure governance, Risk and compliance mindset, Stakeholder management, Distributed team collaboration
Preferred skills
Experience with brokerage/wealth platforms, Advanced degree in Business/Finance
Technologies
None explicitly stated
Responsibilities
Contribute to multi-quarter product roadmap for retirement experiences, Partner with technology and design to define requirements and acceptance criteria, Use data and client feedback to optimize conversion funnels, Own governance for retirement disclosures and communications, Ensure product journeys comply with applicable regulations, Drive issue triage and root-cause analysis for production incidents
Seniority
Senior, hands-on IC