Experience: 3+ years
You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations. Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients. The Wealth Plan team develops industry-leading solutions that enable wealth management clients to understand how their wealth is doing and how they can achieve their wealth goals through actionable plans and ongoing, personalized support, with or without an advisor.
The team is charged with creating a fully integrated, elegant and seamless end-to-end experience for clients and advisors across the Aspiring Affluent, Established, and High Net Worth client segments. We build the strategic vision and lead the development of products and solutions. Our strategy is to create solutions that deepen client and advisor engagement, increase scale and profitability, attract new clients and drive advisor productivity.
As a Product Manager on the Wealth Plan Advisor Experience team you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle for wealth management advisor planning tools. You are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
You guide the successful launch of products & features, gather crucial feedback, and ensure top-tier user experiences. With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations. Job responsibilities
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