Wealth Management Deposit Pricing Product Manager

. Manage Wealth Management Deposit Opportunity Pricing activity .

Posted 5/13/2026full-timeBoston • Massachusetts, New York • 🇺🇸 United StatesMid-LevelSenior💰 $102,000 - $145,100 per yearWebsite

Key responsibilities & impact

Manage Wealth Management Deposit Opportunity Pricing activity
Contribute to continuous improvement of the opportunity deposit pricing processes
Engage directly with Wealth field leadership to support opportunity-based pricing requests
Partner closely with Finance and Line of Business leaders to align opportunity pricing decisions
Leverage Opportunity Pricing SharePoint to support Opportunity Pricing activities
Produce quarterly reporting on the opportunity pricing portfolio
Ensure adherence to deposit pricing strategy, policies, and governance standards
Maintain strong operational rigor and controls
Independently manage multiple concurrent priorities

What you’ll need

Comfortable working directly with front line sales and sales leadership in wealth management
Ability to work in fast paced environment
Accuracy & detail a must
Quarterly reporting exp.
Proficient in SharePoint and all MS 365 Suite
Business support exp
Series 7 license

Comp & perks

access to paid time off
resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

opportunity pricingquarterly reportingdeposit pricing strategyoperational rigorgovernance standards

Soft Skills

attention to detailability to manage multiple prioritiescollaborationcommunicationadaptability

Certifications

Series 7 license