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About the role
Key responsibilities & impact- Define and drive the product vision and roadmap for Enrollment, Wealth, and Investments products
- Develop and own the product vision with a strong focus on measurable outcomes
- Lead roadmap development in partnership with design, technology, and scrum teams
- Partner with Sales and Marketing to translate the roadmap into compelling external messaging
- Stay current on industry trends and competitive dynamics
- Partner with UX/design teams to plan customer engagement and gather actionable feedback
- Maximize the value of assigned products, features, and/or capabilities across the business
Requirements
What you’ll need- 5–7+ years of product management experience in Retirement, Wealth Management, or Financial Services
- Experience delivering digital experiences across web, mobile, and cross-channel platforms
- Experience in implementing solutions that enhance Enrollment, Wealth and Investment management experiences.
- Deep understanding of the retirement industry and competitive landscape
Benefits
Comp & perks- 401(k) match
- Medical
- Dental
- Vision
- Paid-Time-Off
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
product managementroadmap developmentdigital experiencescross-channel platformssolution implementationcustomer engagementmeasurable outcomes
Soft Skills
leadershipcollaborationcommunicationstrategic thinking