Wealth Innovation Product ManagerBusiness Centric Technology • Plano, TX, United States
Wealth Innovation Product Manager
Business Centric Technology • Plano, TX, United States
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job_description.job_card.job_descriptionLead 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 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 : Built business cases or pro forma P&Ls Product certification (e.g., Pragmatic, AIPMM)
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 :
WHAT YOU'LL BRING :
Wealth management, retirement, or insurance experience
Apply today! CP # 8510
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Manager Innovation • Plano, TX, United States
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