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8 дней назад

Product Manager Wealth Management (Fintech)

81 700 - 112 300$
Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Product Manager Wealth Management (Fintech): Developing and enhancing advisor and client experiences across a wealth management advisory platform with an accent on investment products, compliance, and revenue growth. Focus on leading medium to large product initiatives, analyzing business needs, resolving complex advisor and client issues, and transitioning product development into product management processes.

Location: Minneapolis, Minnesota, United States. Hybrid schedule with at least four days per week in the office and one day working from home.

Base salary: $81,700–$112,300 per year, plus potential variable compensation.

Company

hirify.global is a diversified financial services company providing financial planning and advice, asset management, and insurance services to individual, small business, and institutional clients.

What you will do

  • Serve as a product subject matter expert and business lead for medium to large projects across the advisory platform.
  • Develop and enhance advisor and client experiences, programs, and platform features that support revenue growth.
  • Lead investment product initiatives to increase advisor acquisition, usage, and client growth.
  • Review policies, procedures, and reports to maintain a strong compliance environment.
  • Research industry trends and analyze quantitative and qualitative data to recommend product and platform improvements.
  • Lead the transition from product development into effective product management processes and procedures.

Requirements

  • Bachelor’s degree or equivalent experience.
  • At least five years of financial services experience.
  • Strong strategic, analytical, organizational, written, and verbal communication skills.
  • Knowledge of the Ameriprise product suite and its compliance and regulatory environment.
  • Active Series 7 license or the ability to obtain it within 120 days.
  • Valid United States work authorization without current or future visa sponsorship requirements.

Nice to have

  • Project management experience and familiarity with Ameriprise project methodologies.
  • Experience with BETA Host, Thomson One/Refinitiv, Denodo, and other Ameriprise systems and tools.
  • Data analysis experience.

Culture & Benefits

  • Client-centric, relationship-based environment centered on in-person collaboration.
  • Vacation and sick time.
  • 401(k) plan.
  • Health, dental, and life insurance.
  • Potential bonus, commission, and long-term incentive eligibility depending on the role.

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