Wealth Management, Product Manager
Listed on 2026-01-20
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Business
Business Development, Product Specialist, Business Analyst, Business Management
Who We Are
At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We Align To a Set Of Values That Are The Core Pillars That Define Our Culture And Help Bring Our Brand Purpose To Life- We are stronger as one:
We collaborate across the enterprise, scale what works and act decisively for our customers and partners. - We deliver on commitments:
We are accountable, empower each other and go above and beyond for our stakeholders. - We learn, improve and innovate:
We get better each day by challenging the status quo and equipping ourselves for the future. - We are inclusive:
We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
We are seeking a strategic Product Manager to lead the development, management and enhancement of digital tools and services for our wealth management products and solutions.
AboutThe Role
In this role, you will shape the product vision and be responsible for the end-to-end experience for retail products and platforms, ensuring they align with client needs, market trends, regulatory requirements, and business goals.
Responsibilities- Develop and manage the product roadmap for wealth management solutions, including retirement solutions, investment products, advisory platforms, and digital tools.
- Conduct market research and competitive analysis to identify client needs and product opportunities.
- Own and manage the product backlog, prioritizing features based on client needs, regulatory compliance, and business goals.
- Collaborate with cross-functional teams including advisory, broker‑dealer, compliance, legal, operations, marketing and technology to bring products to the market.
- Monitor product performance, usage, and profitability and drive enhancements to meet KPIs.
- Ensure products remain compliant with regulatory standards (e.g., FINRA, SEC).
- Gather and prioritize product requirements from internal stakeholders and clients.
- Prepare and deliver training, product materials, and marketing content in partnership with marketing and communications teams.
- Lead product launches and manage go‑to‑market strategies.
- Serve as subject matter expert for internal and external stakeholders.
Please note this is not an exhaustive list of all responsibilities of the position, and the requirements of the job may change in line with business needs.
Skills & Qualifications- Bachelor’s degree in business, Finance, Computer Science or related field.
- 5+ years of experience as a Product Manager or Product Owner in wealth management, investment advisory or retirement services, leveraging 3rd party products.
- Strong knowledge of investment products, financial planning, and industry regulations.
- Proven experience working in Agile development environments, including being able to coach and mentor team members.
- Excellent written and verbal communication skills, including strong presentation skills that can explain technical concepts for non‑technical audiences.
- Experience with product tools such as Jira and Confluence.
- Experience building internal relationships and working across matrixed organizations.
- A customer‑centric focus to keep customers at the forefront of decisioning and connecting plans and actions to the purpose of serving clients.
- Experience with Salesforce, managed investing and broker dealer platforms.
- Understanding of user centric design in business, marketing, IT or equivalent.
- Clear understanding of digital technology and consumer trends.
- Familiarity with APIs and integration with 3rd party providers (e.g., Fidelity, Envestnet, Morningstar).
- Knowledge of the defined contribution retirement market, including marketing, products and current industry trends.
The anticipated base salary range for this position is $130,000 to $135,000 at the commencement of employment. Not all candidates will be eligible for the upper end of the salary range. The actual compensation offered will ultimately be dependent on multiple factors, which may include the…
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