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 aim of offering clients a diverse set of options to help them reach their financial goals. The position requires staying current on wealth management industry and product trends, assessing the competitive landscape and conducting customer research, and turning product ideas into proposals supported by financial analysis, technology needs, operating model implications, and regulatory considerations. The leader collaborates across investment management, customer research, business enablement, and advice teams on product design and testing; maintains product priorities and the roadmap; manages stakeholder expectations, timelines, and resource needs; and develops go-to-market approaches. The role also includes directly managing, hiring, mentoring, and developing product specialists and business managers.
Requirements
- 10+ years of required work experience.
Nice To Haves
- University degree (preferred).
Responsibilities
- Stay current on 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 the roadmap.
- Engage proactively with stakeholders to manage expectations, timelines, and resource needs.
- Develop go-to-market approaches for wealth products and solutions.
- Hire, mentor, and develop talent.
- Directly manage a team of product specialists and business managers.
Benefits
- Comprehensive Total Rewards package
- Superior retirement program
- Health, wellness, and work-life offerings
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What This Job Offers
Job Type
Full-time
Career Level
Director
