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Product Manager, Wealth Management - Hybrid:

Product Manager, Wealth Management – Hybrid:        

Our direct client, a fast-growing FinTech firm, is looking to fill a Product Managers for their wealth management investments platform with 5+ years of experience. In this role, you’ll cultivate a deep understanding of the US wealth management industry and the way the firm’s technology is developed to scale the distribution of complex financial products.

This position is based in Greenwich, CT, 3 days per week onsite is expected.  Client offers a very attractive compensation and benefits package, salary, bonus and stock options.  

There are two open positions, for the mid-level the base salary is $120-150K, the senior role would be in the $150-180K range.   


  • Understand customer needs by carefully listening to and analyzing client feedback
  • Work directly with clients to deploy integrated technology solutions to the desktops of financial advisors
  • Develop a solid understanding of the US Wealth Management Industry and make prioritization recommendations, which are grounded in knowledge of our industry and our clients
  • Build a deep technical understanding of risk managed solutions, including structured investments, alternative investments, annuities, and many other financial products that are rapidly being added to the current platform
  • Find scalable solutions that meet a new business opportunity or address feedback received
  • Drive usage and adoption of the platform by finding solutions, which meet user needs and drive platform stickiness
  • Own and drive strategic growth initiatives for the company
  • Work closely with internal teams, including sales, UX design and engineering, to write user stories and requirements documentation
  • Manage technical considerations, working closely with engineering team to deliver solutions to complex problems
  • Operate within an agile development framework 


  • 5+ years of professional work experience
  • Ability to work with external and internal stakeholders directly, taking away feedback to constantly improve the platform
  • Previous experience in financial services and/or financial technology
  • Proven ability to manage competing priorities and meet deadlines
  • Excellent attention to detail
  • Comfortable working with senior stakeholders

Preferred Qualifications:

  • Understanding of the different components of the technology stack for a cloud-based application 
  • Previous experience within the WealthTech domain
  • Proven ability to operate within the fast-paced nature of a growth company

Job ID: 5148

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