Senior Product Associate - Wealth Plan Product Manager

We offer an exciting opportunity to elevate your career as a Product Manager, driving innovation in wealth management.

As a Product Manager within the Wealth Managemnt, you will lead the strategic development of innovative tools and experiences that transform wealth management for clients and advisors. You will collaborate with cross-functional teams to deliver market-leading capabilities that enhance client acquisition and advisor productivity.

Job Responsibilities:

• Lead the build-out of the product roadmap and feature set, ensuring cutting-edge digital capabilities.
• Collaborate with business, design, research, marketing, and technology teams to deliver cohesive customer journeys.
• Engage with stakeholders to define roadmaps that meet business and consumer needs.
• Define product initiatives and business cases, ensuring a unified product landscape.
• Provide vision and scope documentation to support design and development.
• Integrate data analytics and market analysis to prioritize product initiatives.
• Track business case metrics and ensure product delivery aligns with financial plans.

Required Qualifications, Capabilities, and Skills:

• 4+ years of experience in financial services.
• Experience managing product delivery across multiple work streams.
• Strong understanding of Agile development frameworks.
• Experience in authoring business requirements and defining user stories.
• Ability to build consensus and influence peers with diverse viewpoints.
• Excellent written communication skills.
• Highly self-motivated and able to excel under pressure.

Preferred Qualifications, Capabilities, and Skills:

• Subject matter expertise in wealth management or personal finance.
• M.B.A. or graduate degree in a relevant field.
• Experience preferably in wealth management or related fields