Product Manager Wealth Management

Product Manager Wealth Management

In this role, you will serve as a product owner and a primary subject matter expert for the Signature Wealth program's end-to-end business architecture. Responsibilities include ensuring the continuity and reliability of critical data consumption and usage, while also overseeing and supporting strategic vendor partnerships.

Key Responsibilities:

• Support the end-to-end business architecture for the Signature Wealth platform.
• Assist with Advisory data strategy and analytics for UMA platform including supporting critical vendor relationships.
• Perform critical oversight functions for Advisory data consumption patterns.
• Support the development of the Advisor/Client Experience across the advisory platform.
• Support advisory product/programs as a subject matter expert for projects, initiatives, marketing, sales, and ongoing management.
• May act as a business lead on small to medium size projects.
• Assist with managing relationships within the organization and with third-party partners.
• Lead successful transitions of product development to successful product management processes and procedures.
• Identify and recommend changes to policies, procedures, and reporting.
• Support other team initiatives

Required Qualifications:

• 5+ years' financial services experience
• Bachelor's degree or equivalent experience
• Active Series 7 or the ability to obtain within 120 days

Preferred Qualifications:

• Excellent strategic and analytical skills to solve complex problems and identify solutions
• Extensive knowledge of advisory products and services
• Ability to articulate complex information in a clear and concise manner
• Attention to detail, accuracy, and high level of personal accountability
• Familiarity with Morningstar

In-Office Collaboration:

We are a client-centric, relationship-based business. Working together, in-person, is foundational to how we achieve results. By fostering a culture of face-to-face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders - clients, advisors, employees and shareholders. Our employees work in the office at least four (4) days per week, with flexibility to work from home one (1) day per week. Some roles may require additional in-office time or different in-office expectations, and specific requirements will be discussed during the hiring process.

Base Pay Salary:

The estimated base salary for this role is $81,700 - $112,300 / year. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurances.