Product Manager, Wealth Management
Integrity•Austin, TX
•Onsite
About The Position
Integrity Wealth is seeking Products Consultants to help advisors get full value from the firm's open-architecture shelf. Consultants run product comparisons for prospective advisors, coach producing advisors on product mix — advisory conversion, alternatives, insurance and annuity flow — and channel advisor feedback into shelf strategy, converting platform breadth into advisor and firm economics.
Requirements
- Seven or more years in investment product, platform consulting, or advisor-facing solutions.
- Fluency across the shelf: advisory models, alternatives, annuities, insurance, and financial planning tools.
- Able to build and defend like-for-like competitive product comparisons in front of a prospective advisor.
- Consultative coaching skill with producing advisors on portfolio construction and product mix.
- Bachelor's degree required
Nice To Haves
- CFP, CIMA, or CFA designation preferred.
Responsibilities
- Run shelf-curation deep dives with prospects, including like-for-like product comparisons.
- Coach producing advisors on product mix: advisory conversion, alternatives, and annuity and insurance flow.
- Support recurring product shelf reviews and channel advisor input through the product governance process.
- Equip Advisor Success Leaders with product playbooks for the value-add service model.
- Support product mapping in every transition to service-level standards.
Benefits
- competitive compensation package
- benefits that make work more fun and give you and your family peace of mind
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
