Product Manager, Wealth Management

Voya Financial • Boston, MA

11d

About The Position

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage – Apply Now Profile Summary Seeking a Product Manager to drive sales and advisor/client retention through the development and management of wealth management and retail advisor products, services, and features that meet advisor needs, client expectations, and company objectives. Profile Description For assigned products and projects, help shape and execute a compelling product vision and strategy tailored to the wealth management and retail advisor space. Ensure value propositions align with advisor and client needs, market trends, financial assessments, and competitive intelligence. Support senior product leaders in business readiness tasks and ongoing product maintenance for advisor-focused solutions. Lead and own product development initiatives for wealth management offerings, balancing time, quality, cost, and benefit factors. Collaborate with advisor distribution teams and subject matter experts to implement new products, features, and services that enhance advisor engagement and client outcomes. Ensure product management incorporates competitive intelligence, advisor feedback, and end-to-end processes from proposal through implementation and ongoing servicing—addressing both external advisors/clients and internal operations. Work cross-functionally across Wealth Management, Retail Distribution, Operations, Sales/Advisor Management, Marketing, Compliance, and third-party partners. Serve as product subject matter expert for advisor-facing teams, including distribution, client relationship management, onboarding, and transition support. Train and develop field personnel and advisors on new and existing products, partnerships, and competitive positioning. Monitor market, regulatory, and industry trends in wealth management and retail distribution to identify new opportunities for product innovation. Other duties as assigned.

Requirements

• Bachelor’s degree in business administration or equivalent experience.
• Series 7 and 24 licenses required.
• Experience in wealth management product development, advisor-focused product management, or related disciplines.
• 6+ years supporting retail advisor channels, wealth management platforms, or investment solutions.
• Broad knowledge of financial products, advisor distribution models, and client servicing processes. Includes, but not limited to: UMAs, SMAs, ETFs, Mutual Funds, etc.
• Strong collaborative problem-solving, decision-making, negotiation, interpersonal, project management, and analytical skills.
• Organizational, prioritization, and time management skills.
• Familiarity with advisor technology platforms, CRM systems, and digital engagement tools; understanding of IT development processes (waterfall and agile).
• Ability to communicate complex concepts clearly to advisors, peers, and senior leaders.
• Ability to work independently and as part of a team.
• Appetite for continuous learning and innovation in the wealth management space.

Nice To Haves

• CFA and CFP preferred and may be considered in lieu of the licenses.

Responsibilities

• Help shape and execute a compelling product vision and strategy tailored to the wealth management and retail advisor space.
• Ensure value propositions align with advisor and client needs, market trends, financial assessments, and competitive intelligence.
• Support senior product leaders in business readiness tasks and ongoing product maintenance for advisor-focused solutions.
• Lead and own product development initiatives for wealth management offerings, balancing time, quality, cost, and benefit factors.
• Collaborate with advisor distribution teams and subject matter experts to implement new products, features, and services that enhance advisor engagement and client outcomes.
• Ensure product management incorporates competitive intelligence, advisor feedback, and end-to-end processes from proposal through implementation and ongoing servicing—addressing both external advisors/clients and internal operations.
• Work cross-functionally across Wealth Management, Retail Distribution, Operations, Sales/Advisor Management, Marketing, Compliance, and third-party partners.
• Serve as product subject matter expert for advisor-facing teams, including distribution, client relationship management, onboarding, and transition support.
• Train and develop field personnel and advisors on new and existing products, partnerships, and competitive positioning.
• Monitor market, regulatory, and industry trends in wealth management and retail distribution to identify new opportunities for product innovation.
• Other duties as assigned.

Benefits

• Health, dental, vision and life insurance plans
• 401(k) Savings plan – with generous company matching contributions (up to 6%)
• Voya Retirement Plan – employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to $5,250/year
• Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time — 40 hours per calendar year

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level