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Wealth Management Product Manager Jobs (NOW HIRING)

FAVARH

Product Manager, Wealth Management

Boston, MA · On-site

Lead and own product development initiatives for wealth management offerings, balancing time, quality, cost, and benefit factors. * Collaborate with advisor distribution teams and subject matter ...

First American

Sr. Product Manager

Santa Ana, CA

$129K - $172K/yr

The ideal candidate has deep wealth management product experience, strong delivery discipline, and the ability to lead complex initiatives across platforms, data, reporting, workflow automation, and ...

Wealth Access

Product Manager

Nashville, TN · On-site

... our wealth management technology platform. This role works closely with clients, internal ... The Product Manager ensures alignment between business goals and product execution, translating ...

AssetMark

Senior Investment Product Manager

Charlotte, NC · Hybrid

$150K - $175K/yr

Lead the development and launch of new wealth management products, services, and platform capabilities * Own the full product lifecycle with a strong focus on advisor and client experience * Define ...

M&T Bank

Head of Wealth Product Management

Annapolis, MD · On-site

$230K - $241K/yr

Set the strategic direction of Wealth Management products by establishing a multi-year product ... Exercise usual authority of a manager concerning staffing, performance appraisals, promotions ...

Merican Inc

Product Manager

Irvine, CA · On-site

Senior Product Manager 6 Months Irvine, CA (4 days onsite) Top 3 Skills Required ... Portfolio Management Wealth Management Someone who has done support before/ Program Management ...

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Wealth Management Product Manager information

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$51.5K

$159.4K

$197K

How much do wealth management product manager jobs pay per year?

As of Aug 17, 2026, the average yearly pay for wealth management product manager in the United States is $159,405.00, according to ZipRecruiter salary data. Most workers in this role earn between $141,000.00 and $197,000.00 per year, depending on experience, location, and employer.

What is the difference between Wealth Management Product Manager vs Financial Advisor?

AspectWealth Management Product ManagerFinancial Advisor
Primary RoleDevelops and manages financial products and solutions for clientsProvides personalized financial planning and investment advice
Required CredentialsTypically a degree in finance, business, or related field; certifications like CFA or CFP are commonCFP, Series 7, Series 66, or 65 licenses; degree in finance or related field often preferred
Work EnvironmentFinancial institutions, product development teams, corporate settingsBank branches, independent firms, or private practices
FocusProduct development, market analysis, and strategyClient relationships, financial planning, and investment management

While both roles require financial knowledge and certifications, the Wealth Management Product Manager focuses on creating and managing financial products, whereas the Financial Advisor concentrates on advising clients directly. Their work environments and daily tasks differ, but both are essential in the wealth management industry.

What is the role of a Wealth Management Product Manager in wealth management?

A Wealth Management Product Manager oversees the development, enhancement, and management of financial products and services tailored to high-net-worth clients. They analyze market trends, collaborate with cross-functional teams, and ensure products meet client needs and regulatory standards, often utilizing tools like CRM systems and requiring certifications such as CFP or CFA.
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Cities with the most Wealth Management Product Manager job openings:

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Wealth Management Product Manager jobs near you
Infographic showing various Wealth Management Product Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $159,405 per year, or $76.6 per hour.

Product Manager, Wealth Management

Voya Financial

Boston, MA • On-site

Full-time

Re-posted 16 hours ago

Voya Financial rating

7.9

Company rating: 7.9 out of 10

Based on 40 frontline employees who took The Breakroom Quiz

85th of 150 rated financial services

Job description

Job Summary:
Voya Financial is committed to fighting for everyone's opportunity for a better financial future, and they are seeking a Product Manager to drive sales and advisor/client retention through the development and management of wealth management products. The role involves shaping and executing a product vision, collaborating with teams, and ensuring alignment with market trends and client needs.
Responsibilities:
• Support senior product leaders in business readiness tasks and ongoing product maintenance for advisor-focused solutions.
• Lead and own product development initiatives for wealth management offerings, balancing time, quality, cost, and benefit factors.
• Collaborate with advisor distribution teams and subject matter experts to implement new products, features, and services that enhance advisor engagement and client outcomes.
• Ensure product management incorporates competitive intelligence, advisor feedback, and end-to-end processes from proposal through implementation and ongoing servicing—addressing both external advisors/clients and internal operations.
• Work cross-functionally across Wealth Management, Retail Distribution, Operations, Sales/Advisor Management, Marketing, Compliance, and third-party partners.
• Serve as product subject matter expert for advisor-facing teams, including distribution, client relationship management, onboarding, and transition support.
• Train and develop field personnel and advisors on new and existing products, partnerships, and competitive positioning.
• Monitor market, regulatory, and industry trends in wealth management and retail distribution to identify new opportunities for product innovation.
• Other duties as assigned.
Qualifications:
Required:
• 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.
• Experience in wealth management product development, advisor-focused product management, or related disciplines.
• 6+ years supporting retail advisor channels, wealth management platforms, or investment solutions.
• Broad knowledge of financial products, advisor distribution models, and client servicing processes. Includes, but not limited to: UMAs, SMAs, ETFs, Mutual Funds, etc.
• Strong collaborative problem-solving, decision-making, negotiation, interpersonal, project management, and analytical skills.
• Organizational, prioritization, and time management skills.
• 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.
• Ability to work independently and as part of a team.
• Appetite for continuous learning and innovation in the wealth management space.
Company:
Voya Financial is a financial services company that specializes in the fields of retirement, investments, and insurance. It is a sub-organization of Venerable Holdings. Founded in 1991, the company is headquartered in Atlanta, USA, with a team of 10001+ employees. The company is currently Late Stage.

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