Wealth Management, Product Manager

Corebridge Financial

9d • $130,000 - $135,000 • Remote

About The Position

In this role, you will shape the product vision and be responsible for the end-to-end experience for retail products and platforms, ensuring they align with client needs, market trends, regulatory requirements, and business goals.

Requirements

• 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

Nice To Haves

• 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., Fidelity, Envestnet, Morningstar)
• Knowledge of the defined contribution retirement market, including marketing, products and current industry trends

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., FINRA, 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.
• Please note this is not an exhaustive list of all responsibilities of the position, and the requirements of the job may change in line with business needs.

Benefits

• Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
• Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
• Employee Assistance Program: Confidential counseling services and resources are available to all employees.
• Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
• Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
• Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
• Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees