Product Manager – Wealth

Product Manager – Wealth Overview

• The Product Manager – Wealth role focuses on operational excellence within private wealth products and services.
• Collaborate with cross-functional teams to design, govern, and manage lifecycle processes for investment products.
• Define parameters, eligibility rules, and structural guardrails for private wealth products and programs.
• Translate product intent into operational specifications, ensuring regulatory compliance and operational rigor.
• Work closely with Legal, Compliance, Technology, and Operations to ensure seamless product implementation.
• Contribute to the design of investment advisory programs, including data specifications and governance frameworks.
• Support product launches by delivering accurate parameter specifications for execution teams.
• Identify and resolve gaps or risks in product governance, driving documentation improvements.

Product Manager – Wealth Key Responsibilities & Duties

• Define and maintain rules governing product eligibility and operational parameters.
• Design operational specifications for investment advisory programs and client-facing initiatives.
• Collaborate with stakeholders to ensure consistent data structure and reporting across systems.
• Maintain governance artifacts, including eligibility frameworks and decision logs.
• Support product launches by ensuring downstream teams have accurate specifications.
• Identify and resolve inconsistencies or risks in governance frameworks.
• Act as a subject matter expert for product and program rules across various teams.
• Ensure compliance with regulatory requirements and operational standards.

Product Manager – Wealth Job Requirements

• Bachelor’s degree required; Series 7 & 66 certifications preferred.
• 5+ years of experience in financial services, focusing on investment products or wealth management.
• Strong knowledge of investment product structures, including mutual funds, ETFs, and alternative investments.
• Experience with investment advisory models, fee structures, and regulatory frameworks.
• Proven ability to translate complex requirements into actionable specifications.
• Exceptional attention to detail and strong communication skills.
• Ability to manage multiple stakeholders and workstreams in a dynamic environment.
• Familiarity with account data structures, reference data management, and product governance.