Product Manager (Wealth Management)

Location: Minneapolis, Minnesota, United States; Charlotte, North Carolina is also listed as an available location. Employees work in the office at least four days per week and may work from home one day per week.

Base salary: $73,500–$129,100 per year, plus potential variable compensation and benefits.

Company

hirify.global is a diversified financial services company providing financial planning, asset management, insurance, and wealth management solutions.

What you will do

• Serve as a business lead and subject matter expert for advisory product projects and cross-organizational initiatives.
• Enhance advisor and client experiences across the advisory platform.
• Review policies, procedures, reports, and controls to maintain a strong compliance environment.
• Conduct quantitative and qualitative research on industry trends, competitors, product enhancements, and new offerings.
• Partner with Technology, Operations, Compliance, Legal, Marketing, Training, and external vendors to improve products and platform capabilities.
• Lead complex issue resolution, advisor adoption initiatives, asset growth programs, and the transition of development initiatives into ongoing product management.

Requirements

• Bachelor's degree or equivalent experience.
• 5+ years of experience in financial services.
• Strong strategic, analytical, organizational, written, and verbal communication skills.
• Knowledge of the Ameriprise product suite and experience with compliance and regulatory environments.
• Active Series 7 license or ability to obtain it within 120 days.
• Valid United States work authorization is required; visa sponsorship is not available.

Nice to have

• Project management experience and familiarity with Agile and JIRA.
• Experience with advisory products, platforms, and wealth management solutions.
• Knowledge of Ameriprise business units, field organization, operational processes, BETA Host, Thomson One, or Refinitiv.
• Data analysis experience.

Culture & Benefits

• Client-centric, relationship-based environment focused on face-to-face collaboration.
• Vacation time, sick time, 401(k), and health, dental, and life insurance benefits.
• Potential bonus, commission, and long-term incentive eligibility depending on the role.
• Inclusive and accessible recruitment process with reasonable accommodation support.