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Wealth Innovation Product Manager
Wealth Innovation Product ManagerBusiness Centric Technology • Plano, TX, United States
Wealth Innovation Product Manager

Wealth Innovation Product Manager

Business Centric Technology • Plano, TX, United States
13 days ago
Job type
  • Full-time
  • Permanent
  • Quick Apply
Job description

Our client is expanding into Wealth Management and looking for their first Product Manager in this space. You'll lead early-stage innovation, researching, ideating, testing, and launching new products for small business owners and their employees. This is a hands-on, high-impact role with clear growth potential as the team scales.

This full-time, Wealth Innovation Product Manager will work on-site in Plano with a bank of 35 remote days.

SALARY OFFERED : Up to $120K + 40%-50% bonus OTE depending on candidate experience, etc.

WHAT OUR CLIENT OFFERS :

  • 100% paid medical, dental, and vision premiums for you and your qualifying dependents
  • A 50% 401(K) match, up to the IRS maximum
  • 20 days of PTO
  • , plus 10 paid holidays
  • Family Support programs including 8 weeks of Paid Primary Caregiver leave, adoption assistance, and back-up childcare

WHAT YOU'LL DO :

  • Lead discovery and design for wealth products targeting SMB clients
  • Research market trends, client needs, and competitive solutions
  • Generate and test new product ideas (think digital advice, financial planning, etc.)
  • Write business cases and briefs (no endless slide decks here)
  • Run pilots, experiments, and validate ROI
  • Collaborate across marketing, ops, legal, and compliance
  • Present findings and strategy to senior executives
  • WHAT YOU'LL BRING :

  • 5+ years in product, innovation, or strategy roles
  • 2+ years of experience in financial services or other regulated industries
  • Experience building new products (not just features); leading discovery and prototyping
  • Strong writer and communicator-especially with execs
  • Worked with or for small businesses or clients
  • Skilled in frameworks like Jobs-To-Be-Done
  • Organized, analytical, and hands-on across multiple projects
  • Preferred :
  • Wealth management, retirement, or insurance experience

  • Built business cases or pro forma P&Ls
  • Product certification (e.g., Pragmatic, AIPMM)
  • Apply today! CP # 8510

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    Manager Innovation • Plano, TX, United States

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