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Wealth Management Product Manager
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Jobs via Dice 31 minutes ago Be among the first 25 applicants Join to apply for the
Wealth Management Product Manager
role at
Jobs via Dice Dice is the leading career destination for tech experts at every stage of their careers. Our client, Pyramid Consulting, Inc., is seeking the following. Apply via Dice today!
Immediate need for a talented
Wealth Management Product Manager.
This is a
05+months contract
opportunity with long-term potential and is located in
Houston TX (Hybrid) . Please review the job description below and contact me ASAP if you are interested.
Job ID: 25-78590
Pay Range: $75 - $85/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Key Responsibilities:
Develop and manage the product roadmap for wealth management solutions, including retirement solutions, investment products, advisory platforms, and digital tools. Conduct market research and competitive analysis to identify client needs and product opportunities. Own and manage the product backlog, prioritizing features based on client needs, regulatory compliance, and business goals. Collaborate with cross-functional teams including advisory, broker-dealer, compliance, legal, operations, marketing and technology to bring products to the market. Monitor product performance, usage, and profitability and drive enhancements to meet KPIs. Ensure products remain compliant with regulatory standards (e.g., FINRA, SEC) Gather and prioritize product requirements from internal stakeholders and clients. Prepare and deliver training, product materials, and marketing content in partnership with marketing and communications teams. Lead product launches and manage go-to-market strategies. Serve as subject matter expert for internal and external stakeholders.
Key Requirements and Technology Experience:
Key Skills; Wealth Management Product Expertise Agile Product Ownership Regulatory & Compliance Knowledge Bachelor s degree in business, Finance, Computer Science or related field 5+ years of experience as a Product Manager or Product Owner in wealth management, investment advisory or retirement services, leveraging 3rd party products Strong knowledge of investment products, financial planning, and industry regulations Proven experience working in Agile development environments, including being able to coach and mentor team members Excellent written and verbal communication skills, including strong presentation skills that can explain technical concepts for non-technical audiences Experience with product tools such as Jira and Confluence Experience building internal relationships and working across matrixed organizations A customer-centric focus to keep customers at the forefront of decisioning and connecting plans and actions to the purpose of serving clients Experience with Salesforce, managed investing and broker dealer platforms Understanding of user centric design in business, marketing, IT or equivalent Clear understanding of digital technology and consumer trends Familiarity with APIs and integration with 3rd party providers (e.g., Fidelity, Envestnet, Morningstar) Knowledge of the defined contribution retirement market, including marketing, products and current industry trends
Our client is a leading
financial Industry
and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy .
Seniority level
Seniority level
Mid-Senior level Employment type
Employment type
Full-time Job function
Job function
Finance and Sales Industries
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Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Wealth Management Product Manager
role at
Jobs via Dice 31 minutes ago Be among the first 25 applicants Join to apply for the
Wealth Management Product Manager
role at
Jobs via Dice Dice is the leading career destination for tech experts at every stage of their careers. Our client, Pyramid Consulting, Inc., is seeking the following. Apply via Dice today!
Immediate need for a talented
Wealth Management Product Manager.
This is a
05+months contract
opportunity with long-term potential and is located in
Houston TX (Hybrid) . Please review the job description below and contact me ASAP if you are interested.
Job ID: 25-78590
Pay Range: $75 - $85/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Key Responsibilities:
Develop and manage the product roadmap for wealth management solutions, including retirement solutions, investment products, advisory platforms, and digital tools. Conduct market research and competitive analysis to identify client needs and product opportunities. Own and manage the product backlog, prioritizing features based on client needs, regulatory compliance, and business goals. Collaborate with cross-functional teams including advisory, broker-dealer, compliance, legal, operations, marketing and technology to bring products to the market. Monitor product performance, usage, and profitability and drive enhancements to meet KPIs. Ensure products remain compliant with regulatory standards (e.g., FINRA, SEC) Gather and prioritize product requirements from internal stakeholders and clients. Prepare and deliver training, product materials, and marketing content in partnership with marketing and communications teams. Lead product launches and manage go-to-market strategies. Serve as subject matter expert for internal and external stakeholders.
Key Requirements and Technology Experience:
Key Skills; Wealth Management Product Expertise Agile Product Ownership Regulatory & Compliance Knowledge Bachelor s degree in business, Finance, Computer Science or related field 5+ years of experience as a Product Manager or Product Owner in wealth management, investment advisory or retirement services, leveraging 3rd party products Strong knowledge of investment products, financial planning, and industry regulations Proven experience working in Agile development environments, including being able to coach and mentor team members Excellent written and verbal communication skills, including strong presentation skills that can explain technical concepts for non-technical audiences Experience with product tools such as Jira and Confluence Experience building internal relationships and working across matrixed organizations A customer-centric focus to keep customers at the forefront of decisioning and connecting plans and actions to the purpose of serving clients Experience with Salesforce, managed investing and broker dealer platforms Understanding of user centric design in business, marketing, IT or equivalent Clear understanding of digital technology and consumer trends Familiarity with APIs and integration with 3rd party providers (e.g., Fidelity, Envestnet, Morningstar) Knowledge of the defined contribution retirement market, including marketing, products and current industry trends
Our client is a leading
financial Industry
and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
By applying to our jobs you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy .
Seniority level
Seniority level
Mid-Senior level Employment type
Employment type
Full-time Job function
Job function
Finance and Sales Industries
Software Development Referrals increase your chances of interviewing at Jobs via Dice by 2x Get notified about new Wealth Manager jobs in
Houston, TX . Houston, TX $80,000.00-$125,000.00 7 months ago Houston, TX $120,000.00-$230,000.00 7 months ago Greater Houston $120,000.00-$180,000.00 4 weeks ago Investment Consultant - City National Rochdale
Houston, TX $101,231.00-$172,355.00 6 days ago Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Wealth Strategist, Vice President - Houston
Houston, TX $70,200.00-$125,000.00 1 week ago Wealth Advisor, Schwab Wealth Advisory - Century City
Financial Advisor - Endowments and Foundations
Houston, TX $100,000.00-$130,000.00 5 days ago U.S. Private Bank - Private Banker - Vice President or Executive Director
Citi Private Bank - UHNW Investment Counselor - Director / MD
Houston, TX $200,000.00-$500,000.00 1 week ago Houston, TX $80,000.00-$120,000.00 4 days ago Houston, TX $122,535.00-$208,715.00 17 hours ago Houston, TX $100,000.00-$130,000.00 2 days ago Sr Manager, Wealth Advisor - Schwab Wealth Advisory - Century City
Wealth Advisor - Texas Dow Employee Credit Union
J.P. Morgan Wealth Management - Private Client Advisor Houston, TX (West Central)
Relationship Manager I - Business Banking
Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr