Product Manager - Wealth Solutions

Description

The team works on Wealth Solutions and portfolio construction capabilities for a company with nine decades of history, over 9,000 associates and more than 30 offices worldwide.

The role supports financial advisors in building better outcomes for their investors.

The company's stated values are integrity, client focus, diverse perspectives, long-term thinking and community.

Responsibilities

• Help shape the future of Wealth Solutions and portfolio construction capabilities.
• Find client needs and emerging industry trends, then turn them into scalable solutions that deliver measurable results for clients and the business.
• Bring new ideas forward and build solutions that improve how advisors serve clients.
• Lead other people and work with cross-functional partners on key initiatives.
• Manage critical processes and operations.
• Work across portfolio construction, advisor experience, product management, data and analytics, and technology to deepen client engagement.

Requirements

• Have a bachelor's degree.
• Have in-depth knowledge of investment products, asset allocation, multi-asset solutions, portfolio and investment analytics, manager due diligence and the asset management business.
• Bring expertise in financial technology, data and analytics, and AI tools that improve the client experience.
• Have prior experience planning, prioritizing and guiding the work of others.
• Have a proven record in product management and in leading cross-functional projects.
• Explain complex ideas clearly enough to win over stakeholders.
• Build trust and lasting working relationships with colleagues and stakeholders across the organization.
• Stay curious, enjoy learning, and solve hard problems with sound judgment.
• Communicate well in writing and in person with a varied audience, including senior business leaders.
• CFA, CIMA or CFP preferred.
• FINRA Series 7 and 66, or an equivalent, required.

Conditions

Travel up to 25% is required.

Base salary range in Southern California is $159,354 to $254,966.

Performance is reviewed annually, and pay is set to reward the value you provide.

Temporary positions in the United States are not eligible for the compensation and benefit plans described here.

The company is an equal opportunity employer and prohibits unlawful discrimination based on protected characteristics, including citizenship status, under federal, state and local law.

Benefits

• Competitive base salary, plus an individual annual performance bonus and the company's annual profitability bonus, subject to plan rules, restrictions and vesting.
• Retirement plan in which the company contributes 15% of eligible earnings.
• Generous paid time away and health benefits from day one, with flexible work options available.
• 2-for-1 matching gifts for your charitable donations, plus the chance to apply for annual grants for organizations you care about.
• On-demand professional development resources to build existing skills and learn new ones.
• Support for personal goals and interests, whether that means raising a family, volunteering or changing career paths.