Product Manager

Overview

Remote
Depends on Experience
Contract - W2
Contract - 06 Month(s)
No Travel Required

Skills

Collaboration
Competitor Analysis
Computer Science
Development Management
Finance
Go-To-Market Strategy
KPI
Legal
Management
Market Research
Marketing
Partnership
Product Requirements
Regulatory Compliance
Retail
Roadmaps
SEC
Training
Wealth Management

Job Details

Job Title: Wealth Management Product Manager
Location: REMOTE
Duration: 6+ months contract

We are seeking a strategic Product Owner to lead the development, management and enhancement of digital tools and services for our wealth management products and solutions. In this role, you will shape the product vision and be responsible for the end-to-end experience for retail products and platforms, ensuring they align with client needs, market trends, regulatory requirements, and business goals.

Key Responsibilities:
Develop and manage the product roadmap for wealth management solutions, including retirement solutions, investment products, advisory platforms, and digital tools.
Conduct market research and competitive analysis to identify client needs and product opportunities.
Own and manage the product backlog, prioritizing features based on client needs, regulatory compliance, and business goals.
Collaborate with cross-functional teams including advisory, broker-dealer, compliance, legal, operations, marketing and technology to bring products to the market.
Monitor product performance, usage, and profitability and drive enhancements to meet KPIs.
Ensure products remain compliant with regulatory standards (e.g., FINRA, SEC).
Gather and prioritize product requirements from internal stakeholders and clients.
Prepare and deliver training, product materials, and marketing content in partnership with marketing and communications teams.
Lead product launches and manage go-to-market strategies.
Serve as subject matter expert for internal and external stakeholders.

Qualifications:
Bachelor s degree in Business, Finance, Computer Science or related field.
5+ years of experience as a Product Manager or Product Owner in wealth management, investment advisory or retirement services, leveraging 3rd party products.

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