Wealth Management Product Strategy LeaderThis individual will be responsible for leading the execution of near-term product pipeline as well as the ability to influence the long-term strategic product vision and roadmap. This individual will also manage a team of associate responsible for product strategy and go to market. Wealth Product and Solutions team is responsible for strategy, develop and management of wealth product and services, which include managed accounts, brokerage solutions, trust services and 3rd party solution. Our vision is to offer a diverse set of solutions to help our clients reach their financial goals.
Key Responsibilities and Duties- Stay current on the wealth management industry and product trends. Conduct competitive landscape analysis and customer research to generate product ideas.
- Develop product ideas into concrete product proposals backed with financials, technology needs, operating model implications and regulatory considerations.
- Collaborate with the investment management, customer research, business enablement and advice teams to set the agenda and deliverables to support product design and testing.
- Maintain wealth product priorities and roadmap. Proactively engage with stakeholders to manage expectation, timeline, and resource needs.
- Develop go to market approach for wealth products and solutions.
- Hire, mentor and develop talent: This role includes direct management responsibilities for a team of product specialists and business managers.
Educational Requirements- University (Degree) Preferred
Work ExperiencePhysical Requirements- Physical Requirements: Sedentary Work
Career Level11PL
Related Skills
Accountability, Go-To-Market, Product Management, Project Management, Resiliency, Strategic Thinking
Anticipated Posting End Date:2026-11-06
Base Pay Range: $188,000/yr - $275,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
Benefits and Total RewardsThe organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
