Wealth Management, Product Manager

Corebridge Financial is a company focused on empowering individuals to take action in their financial lives. They are seeking a strategic Product Manager to lead the development and enhancement of digital tools and services for their wealth management products, ensuring alignment with client needs and market trends.

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

Requirements:

• 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