Wealth Management Product Manager

Immediate need for a talented Wealth Management Product Manager. This is a 05+months contract opportunity with long-term potential and is located in Houston TX (Hybrid). Please review the job description below and contact me ASAP if you are interested.

Job ID: 25-78590

Pay Range: $60 - $62/hour.  Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).

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.

Key Requirements and Technology Experience: 

• Key Skills; Wealth Management Product Expertise
• Agile Product Ownership
• Regulatory & Compliance Knowledge
• 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
• Strong knowledge of investment products, financial planning, and industry regulations
• Proven experience working in Agile development environments, including being able to coach and mentor team members
• Excellent written and verbal communication skills, including strong presentation skills that can explain technical concepts for non-technical audiences
• Experience with product tools such as Jira and Confluence
• Experience building internal relationships and working across matrixed organizations
• A customer-centric focus to keep customers at the forefront of decisioning and connecting plans and actions to the purpose of serving clients
• Experience with Salesforce, managed investing and broker dealer platforms
• Understanding of user centric design in business, marketing, IT or equivalent
• Clear understanding of digital technology and consumer trends
• Familiarity with APIs and integration with 3rd party providers (e.g., Fidelity, Envestnet, Morningstar)
• Knowledge of the defined contribution retirement market, including marketing, products and current industry trends

Our client is a leading financial Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.

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