Job Description

Client-Focused Wealth Experience:

• As a Wealth Product Manager, you will assist in delivering wealth management experiences that connects advisor insights, firm recommendations, and client engagement opportunities. Your focus will be on helping shape solutions that enhance the client experience.

Support Digital Platform Enhancement:

• Work alongside senior team members to support the evolution of our customers client-facing digital platforms.

Financial Advice

• Contribute to initiatives aimed at driving advisor efficiency and reducing legacy system costs. Focus on supporting and creating strategies that help deliver an advice-driven, client-centric experience.

Collaborative Development:

• Support cross-functional teams to help modernize wealth management platforms. Collaborate with business lines, technology, design, and data teams to ensure the platform provides a competitive edge and helps meet evolving client needs.

Collaboration & Support:

• Work closely with product leads, technology teams, designers, and end users to gather feedback and ensure the platform delivers a world-class experience for both financial advisors and clients.

Support Clients Strategic Vision:

• Assist in defining and executing the strategy for client wealth platforms, ensuring alignment with the broader wealth objectives.
• Help deliver digital-first, seamless experiences that align with the client's wealth management goals.
• Contribute to setting industry standards by ensuring platforms provide innovative, personalized wealth experiences.

Skills Required