Product Manager (Wealth Management)

TL;DR

Product Manager (Wealth Management): Driving sales and advisor retention through the development of wealth management products and services with an accent on advisor-facing solutions and competitive market positioning. Focus on shaping product strategy, collaborating with cross-functional distribution teams, and ensuring seamless implementation of investment offerings.

Location: Must be based in Boston, MA

Salary: $89,170–$148,650 USD

Company

hirify.global is a leading financial services company committed to helping individuals and communities reach a better financial future through purposeful action and inclusive culture.

What you will do

• Shape and execute product vision and strategy for wealth management and retail advisor offerings.
• Lead end-to-end product development initiatives, balancing quality, cost, and time-to-market.
• Collaborate with distribution teams and subject matter experts to enhance advisor engagement.
• Incorporate competitive intelligence and advisor feedback into product roadmaps and servicing processes.
• Serve as the product subject matter expert for internal teams and train field personnel on new solutions.
• Monitor regulatory and industry trends to identify opportunities for product innovation.

Requirements

• Bachelor’s degree in business administration or equivalent experience.
• Series 7 and 24 licenses required (CFA or CFP may be considered in lieu of licenses).
• 6+ years of experience in wealth management product development or retail advisor channels.
• Broad knowledge of financial products including UMAs, SMAs, ETFs, and Mutual Funds.
• Familiarity with advisor technology platforms, CRM systems, and both agile and waterfall development.
• Strong communication skills with the ability to explain complex concepts to senior leadership and advisors.

Culture & Benefits

• Comprehensive health, dental, vision, and life insurance plans.
• 401(k) savings plan with company matching up to 6%.
• Employer-paid cash balance retirement plan (4%).
• Tuition reimbursement up to $5,250 per year.
• 20 days of paid time off plus nine company holidays and a flexible Diversity Celebration Day.
• 40 hours of paid volunteer time per calendar year.