Role: Product Manager
Locations: Jacksonville, FL: Hybrid
Duration: 12-month contract with potential to extend or convert to full-time
What You’ll Get
- Work on high-impact wealth tech products used to support investment models, proposal generation, and managed accounts
- Partner closely with engineering, QA, sales, marketing, and service to shape product direction end-to-end
- Opportunity for extension and/or conversion depending on performance and business need
Role Overview
One of our clients in the financial services technology space is seeking Product Manager to support key platform solutions: Model Marketplace, Proposal Generation, and Managed Accounts. You will play a central role in defining product enhancements that improve user experience, increase client value, and strengthen platform capabilities across model construction and investment proposal workflows.
This role is ideal for a Product Manager who understands the day-to-day realities of wealth management products, including how advisors and investment teams build, present, and manage portfolios. Experience with model construction, outsourced trading, and investment proposal technology is strongly desired; exposure to rebalancing and trading solutions is a plus.
Key Responsibilities
- Collaborate with leaders, cross-functional teams, clients, and partners to deeply understand what drives a strong user experience and measurable client value
- Define and translate business needs into well-structured product enhancements, including:
- Data models
- Business logic
- Application permissions / access controls
- Produce clear, complete, and testable system requirements for execution by software engineering and quality assurance
- Own project phasing, roadmap sequencing, and backlog prioritization, balancing speed, risk, and stakeholder needs
- Coordinate with product management, sales, marketing, and service teams to enable successful release planning and go-to-market rollout
- Apply strong problem-solving to navigate ambiguity, uncover root causes, and deliver scalable solutions that improve platform outcomes
Required Qualifications
- Demonstrated experience working in Product Management
- Strong capability to write high-quality requirements and align engineering + QA on execution expectations
- Proven ability to manage priorities across multiple stakeholders and drive delivery through structured backlog planning
- Excellent communication skills (verbal and written) with the ability to influence across teams
- Strong analytical mindset with a solutions-oriented approach to complex problem solving
- Bachelor’s Degree from an accredited institution in Finance, Engineering, or related field (or equivalent relevant experience)
Preferred Qualifications
- Experience in wealth management platforms and advisor/investment workflows
- Product exposure to one or more of the following:
- Model construction / model marketplace
- Outsourced trading
- Proposal generation tools
- Managed accounts platforms
- Rebalancing and trading solutions (nice to have)
- Track record of strong performance, ownership, and measurable results in academic and/or professional settings
Ready to Make an Impact?
If you’re passionate about building products that power modern wealth management and enjoy partnering closely with engineering and business teams to deliver meaningful enhancements, we’d like to hear from you.
Ready to make an impact? Apply now and join us on our journey!
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