Drive sales and advisor/client retention through wealth management and retail advisor products.
Shape and execute a compelling product vision and strategy tailored to the wealth management and retail advisor space.
Collaborate with advisor distribution teams to implement new products, features, and services.
Monitor market, regulatory, and industry trends to identify new opportunities for product innovation.

Bachelor’s degree in business administration or equivalent experience.
Series 7 and 24 licenses required.
CFA and CFP preferred and may be considered in lieu of the licenses.
6+ years supporting retail advisor channels, wealth management platforms, or investment solutions.
Broad knowledge of financial products, advisor distribution models, and client servicing processes.
Familiarity with advisor technology platforms, CRM systems, and digital engagement tools; understanding of IT development processes (waterfall and agile).
Ability to communicate complex concepts clearly to advisors, peers, and senior leaders.
Appetite for continuous learning and innovation in the wealth management space.

Health, dental, vision and life insurance plans
401(k) Savings plan – with generous company matching contributions (up to 6%)
Voya Retirement Plan – employer paid cash balance retirement plan (4%)
Tuition reimbursement up to $5,250/year
Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
Paid volunteer time — 40 hours per calendar year

Product Manager, Wealth Management

Key skills