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 Jersey City, NJ (Onsite). Please review the job description below and contact me ASAP if you are interested.
 
Job ID:25-78591
 
Pay Range: $65 - $69/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., Client, 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 Management, product backlog.
• 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., Client, 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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