What are the responsibilities and job description for the Wealth Innovation Product Manager position at Jobs via Dice?
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Our client is expanding into Wealth Management and looking for their first Product Manager in this space. You'll lead early-stage innovation, researching, ideating, testing, and launching new products for small business owners and their employees. This is a hands-on, high-impact role with clear growth potential as the team scales.
This full-time Wealth Innovation Product Manager will work on-site in Plano, with 35 remote days.
SALARY OFFERED: Up to $120K 40%-50% bonus OTE depending on candidate experience, etc.
WHAT OUR CLIENT OFFERS:
Our client is expanding into Wealth Management and looking for their first Product Manager in this space. You'll lead early-stage innovation, researching, ideating, testing, and launching new products for small business owners and their employees. This is a hands-on, high-impact role with clear growth potential as the team scales.
This full-time Wealth Innovation Product Manager will work on-site in Plano, with 35 remote days.
SALARY OFFERED: Up to $120K 40%-50% bonus OTE depending on candidate experience, etc.
WHAT OUR CLIENT OFFERS:
- 100% paid medical, dental, and vision premiums for you and your qualifying dependents
- A 50% 401(K) match, up to the IRS maximum
- 20 days of PTO*, plus 10 paid holidays
- Family Support programs, including 8 weeks of Paid Primary Caregiver leave, adoption assistance, and back-up childcare
- Lead discovery and design for wealth products targeting SMB clients
- Research market trends, client needs, and competitive solutions
- Generate and test new product ideas (think digital advice, financial planning, etc.)
- Write business cases and briefs (no endless slide decks here)
- Run pilots, experiments, and validate ROI
- Collaborate across marketing, ops, legal, and compliance
- Present findings and strategy to senior executives
- 5 years in product, innovation, or strategy roles
- 2 years of experience in financial services or other regulated industries
- Experience building new products (not just features); leading discovery and prototyping
- Strong writer and communicator especially with execs
- Worked with or for small businesses or clients
- Skilled in frameworks like Jobs-To-Be-Done
- Organized, analytical, and hands-on across multiple projects
- Preferred:
- Wealth management, retirement, or insurance experience
- Built business cases or pro forma P&Ls
- Product certification (e.g., Pragmatic, AIPMM)
Salary : $120,000