Wealth Management Product Manager

Pyramid Consulting, Inc; Jersey City (NJ); On-site; USD 89,544 - 95,054; Full time

Benefits offered by this job

Health insurance (medical, dental, vision)

401(k) plan

Paid sick leave

Job summary

Pyramid Consulting, Inc is hiring a Wealth Management Product Manager for a 5+ month contract position in Jersey City, NJ. The role involves developing product roadmaps, managing backlogs, and collaborating with teams to enhance product performance. Candidates should have a background in business or finance, 5+ years of relevant experience, and strong communication skills. Employee benefits include health insurance and 401(k).

Qualifications

• 5+ years of experience as a Product Manager or Product Owner in wealth management, leveraging 3rd party products.
• Strong knowledge of investment products, financial planning, and industry regulations.
• Proven experience working in Agile development environments.

Responsibilities

• Develop and manage the product roadmap for wealth management solutions.
• Conduct market research and competitive analysis.
• Own and manage the product backlog.
• Collaborate with cross-functional teams.
• Monitor product performance and drive enhancements.

Skills

Wealth Management

Product Management

Product Backlog

Education

Bachelor’s degree in Business, Finance, Computer Science or related field

Tools

Jira

Confluence

Salesforce

Job description

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Pyramid Consulting, Inc provided pay range

This range is provided by Pyramid Consulting, Inc. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$65.00/hr - $69.00/hr

Immediate need for a talented Wealth Management Product Manager. This is a 05+months contract opportunity with long-term potential and is located in Jersey City, NJ (Onsite). Please review the job description below and contact me ASAP if you are interested.

Job ID:25-78591

Pay Range: $65 - $69/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., Client, 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 Management, product backlog.
• 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., Client, 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, colour, 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 here.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Contract

Job function

• Job function

  Information Technology

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