Managing Director, Wealth Management Product Strategy Leader
About The Position
The Wealth Management Product Strategy Leader is responsible for executing the near-term product pipeline and influencing the long-term strategic product vision and roadmap. The role manages a team of associates responsible for product strategy and go-to-market work. The Wealth Product and Solutions team develops and manages wealth products and services, including managed accounts, brokerage solutions, trust services, and third-party solutions, with the goal of offering clients a diverse set of solutions to help them reach their financial goals. This position stays informed about industry and product trends, conducts competitive analysis and customer research, develops product proposals, collaborates across teams on product design and testing, maintains product priorities and roadmaps, and develops go-to-market approaches. It also includes direct management responsibilities for product specialists and business managers.
Requirements
- At least 10 years of work experience.
- University degree preferred.
- Skills related to accountability, go-to-market, product management, project management, resiliency, and strategic thinking.
Responsibilities
- Monitor wealth management industry and product trends; conduct competitive landscape analysis and customer research to generate product ideas.
- Develop product ideas into product proposals supported by financials, technology needs, operating-model implications, and regulatory considerations.
- Collaborate with investment management, customer research, business enablement, and advice teams to set agendas and deliverables for product design and testing.
- Maintain wealth product priorities and roadmap; engage stakeholders to manage expectations, timelines, and resource needs.
- Develop go-to-market approaches for wealth products and solutions.
- Hire, mentor, and develop talent, including directly managing a team of product specialists and business managers.
Benefits
- Superior retirement program.
- Competitive health, wellness, and work-life offerings.
- Compensation may include participation in an incentive program linked to performance.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Director
