Hybrid Senior Product Manager – Managed Accounts

Posted last month

Apply now

About the role

  • Define and maintain the managed accounts product vision in alignment with business objectives and participant needs.
  • Identify, assess, and prioritize initiatives that may include savings and drawdown advice, investment methodology, participant experience and other focus areas.
  • Translate strategic opportunities into actionable requirements and deliverables for cross-functional partners.
  • Develop deep partnerships across the organization to ensure alignment on market need, value delivery, and deployment of relevant products.
  • Collaborate with Legal, Compliance, Marketing, and Operations to deliver compliant, effective, and scalable solutions.
  • Monitor initiative performance and leverage data, insights, and participant feedback to inform strategy and continuous improvement.
  • Support adoption strategies for managed accounts through demos, presentations, and engagement with clients and internal partners.
  • Report on initiative status, performance, and outcomes to senior leadership.
  • Balance forward-looking strategy with day-to-day execution, ensuring initiatives are innovative, well-implemented, and aligned to business goals.

Requirements

  • Bachelor’s degree in a related field (or equivalent experience).
  • 7+ years of product management or product owner experience in the retirement, wealth management, or investment industry.
  • Strong understanding of managed accounts, digital advice, and participant experience drivers.
  • Ability to think strategically while driving tactical execution.
  • Proven experience balancing competing priorities and aligning initiatives with long-term business objectives.
  • Strong communication and collaboration skills across technical and non-technical teams.
  • Advanced proficiency in Microsoft PowerPoint and Excel.
  • Experience managing multiple initiatives in a fast-paced environment.
  • Applicants must be authorized to work for any employer in the U.S.; employer will not sponsor employment visas, including CPT/OPT.
  • For remote/hybrid positions: required to provide reliable high-speed internet with a wired connection and a place in your home to work with limited disruption; must have reliable connectivity from an internet service provider that is fiber, cable or DSL.

Benefits

  • Medical, dental, vision and life insurance
  • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment that includes the option to wear jeans
  • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
  • Paid volunteer time — 16 hours per calendar year
  • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
  • Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
  • Non-sales positions have the opportunity to participate in a bonus program
  • Other necessary computer equipment will be provided for remote/hybrid roles

Job title

Senior Product Manager – Managed Accounts

Job type

Experience level

Senior

Salary

$111,800 - $162,125 per year

Degree requirement

Bachelor's Degree

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job