Wealth Innovation Product Manager

Our client is expanding into Wealth Management and looking for their first Product Manager in this space. You'll lead early-stage innovation, researching, ideating, testing, and launching new products for small business owners and their employees. This is a hands-on, high-impact role with clear growth potential as the team scales.

This full-time Wealth Innovation Product Manager will work on-site in Plano, with 35 remote days.

SALARY OFFERED: Up to $120K + 40%-50% bonus OTE depending on candidate experience, etc.

WHAT OUR CLIENT OFFERS:

• 100% paid medical, dental, and vision premiums for you and your qualifying dependents
• A 50% 401(K) match, up to the IRS maximum
• 20 days of PTO*, plus 10 paid holidays
• Family Support programs, including 8 weeks of Paid Primary Caregiver leave, adoption assistance, and back-up childcare

WHAT YOU LL DO:

• Lead discovery and design for wealth products targeting SMB clients
• Research market trends, client needs, and competitive solutions
• Generate and test new product ideas (think digital advice, financial planning, etc.)
• Write business cases and briefs (no endless slide decks here)
• Run pilots, experiments, and validate ROI
• Collaborate across marketing, ops, legal, and compliance
• Present findings and strategy to senior executives

WHAT YOU LL BRING:

• 5+ years in product, innovation, or strategy roles
• 2+ years of experience in financial services or other regulated industries
• Experience building new products (not just features); leading discovery and prototyping
• Strong writer and communicator especially with execs
• Worked with or for small businesses or clients
• Skilled in frameworks like Jobs-To-Be-Done
• Organized, analytical, and hands-on across multiple projects
• Preferred:
• Wealth management, retirement, or insurance experience
• Built business cases or pro forma P&Ls
• Product certification (e.g., Pragmatic, AIPMM)

Apply today! CP # 8510