Director – Wealth Management Coach
TIAA
Product Manager – Lending and Banking Services
MassMutual
full-time
Posted on:
Origin: • 🇺🇸 United States • Massachusetts, New York
Visit company websiteSalary
💰 $141,300 - $185,400 per year
Job Level
SeniorLead
About the role
- Build and execute multi-year product roadmaps aligned with revenue growth, cost, and risk objectives
- Proactively identify new lending verticals and market opportunities while managing risk exposure
- Forecast lending business metrics and inform pricing strategies across economic environments
- Create client and advisor personas to shape product strategy and accelerate adoption
- Drive product definition, gather market intel, lead feasibility testing, and validate new offerings
- Partner with legal, compliance, technology, and operations to deliver compliant, scalable, client-ready products
- Lead high-impact partnerships with third-party lenders: source, negotiate, and integrate lending partners
- Lead onboarding and oversight of referral lender programs including documentation, due diligence, and execution
- Maintain audit-ready records, track SLAs, and ensure operational excellence across partner relationships
- Build prototypes, map user flows, and iterate based on advisor and client feedback
- Establish regulatory and risk policy compliance through streamlined control implementation and audit-ready documentation
- Partner with marketing and distribution to launch campaigns and deliver advisor-facing materials
- Monitor field feedback, analyze usage trends, track KPIs and satisfaction scores, and translate data into decisions and scalable solutions
- Report to the Head of Lending Product and Pricing and collaborate across product, risk, operations, and technology teams
Requirements
- Bachelor’s degree
- 7+ years’ experience in the financial services industry
- Inclusive of at least 5 years of both lending and product management experience
- 2+ years’ experience onboarding, designing end-to-end process flows and managing new product offerings
- 3+ years of experience working with Microsoft Suite (Word, Excel, PowerPoint)
- Ability to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA
- Proven experience in Securities-Based Lending (SBL)
- Exposure to specialized lending areas such as aircraft, yacht, and agricultural financing
- Skilled communicator: proactive and effective written and verbal communication
- Proven ability to organize complex workflows and execute against multiple priorities at speed
- Sharp attention to detail with a mindset for scalability and operational precision
- Track record of leading strategic planning, business transformation, or product innovation that delivered measurable growth
- FINRA Series 6, 7 or 24 (preferred)
