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Wealth Management Product Manager Jobs in Raleigh, NC

BetaNXT Inc

Senior Specialist, Product Management

Cary, NC · On-site

$128K - $170K/yr

Product Manager, Alternative Investments About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We ...

Envestnet

Lead Product Manager - Tamarac

Raleigh, NC · Hybrid

Hands-on experience with wealth management platforms, particularly those aligned with Tamarac's portfolio management, trading, and rebalancing capabilities * Strong product storytelling and ...

BetaNXT Inc

Product Manager, Tax Information Reporting

Cary, NC · On-site

$113K - $148K/yr

... wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our ...

First Citizens Bank

Wealth Consultant

Raleigh, NC · On-site

Engages with specialists from the broader business team to coordinate the delivery of wealth management products and services to clients. Qualifications Bachelor's Degree and 8 years of experience in ...

Curi Capital

Wealth Management Associate

Raleigh, NC · Hybrid

$15.25 - $20.50/hr

... as a Wealth Management Associate . In this role, you will be responsible for performing ... In this role, you will understand how processes and products work together in a client's portfolio.

First Citizens Bank

Wealth Consultant

Raleigh, NC

Engages with specialists from the broader business team to coordinate the delivery of wealth management products and services to clients. Qualifications Bachelor's Degree and 8 years of experience in ...

First Citizens Bank

Wealth Consultant

Raleigh, NC

Engages with specialists from the broader business team to coordinate the delivery of wealth management products and services to clients. Qualifications Bachelor's Degree and 8 years of experience in ...

Curi Capital

Wealth Management Associate

Raleigh, NC · On-site

$60K - $70K/yr

... as a Wealth Management Associate . In this role, you will be responsible for performing ... In this role, you will understand how processes and products work together in a client's portfolio.

Envestnet

Lead Product Manager - Tamarac

Raleigh, NC · Hybrid

Hands-on experience with wealth management platforms, particularly those aligned with Tamarac's portfolio management, trading, and rebalancing capabilities * Strong product storytelling and ...

Envestnet

Lead Product Manager - Tamarac

Raleigh, NC · Hybrid

Hands-on experience with wealth management platforms, particularly those aligned with Tamarac's portfolio management, trading, and rebalancing capabilities * Strong product storytelling and ...

Argent Financial Group

Wealth Advisor

Raleigh, NC · On-site

... wealth management strategies. * Identify and close new business development opportunities to expand the firm's client base, achieving annual growth objectives through new business production.

nVent

Product Manager

Raleigh, NC · Hybrid

Own and implement endtoend product lifecycle management, including product line strategy, multiyear roadmaps, and technology plans for engineered, hardwarebased product portfolios with global market ...

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All JobsWealth Management Product JobsWealth Management Product Manager JobsWealth Management Product Manager Jobs in Raleigh, NC

Wealth Management Product Manager information

See Raleigh, NC salary details

$50.1K

$155K

$191.5K

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

As of Aug 12, 2026, the average yearly pay for wealth management product manager in Raleigh, NC is $154,954.00, according to ZipRecruiter salary data. Most workers in this role earn between $137,100.00 and $191,500.00 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.
What are popular job titles related to Wealth Management Product Manager jobs in Raleigh, NC? For Wealth Management Product Manager jobs in Raleigh, NC, the most frequently searched job titles are:
What job categories do people searching Wealth Management Product Manager jobs in Raleigh, NC look for? The top searched job categories for Wealth Management Product Manager jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Wealth Management Product Manager jobs? Cities near Raleigh, NC with the most Wealth Management Product Manager job openings:
Wealth Management Product Manager jobs near you
Infographic showing various Wealth Management Product Manager job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $154,954 per year, or $74.5 per hour.

Senior Specialist, Product Management

BetaNXT Inc

Cary, NC • On-site

$128K - $170K/yr

Full-time

PTO

Posted 5 days ago

Job description

Job Description – Product Manager, Alternative Investments

Level/Function: Senior Specialist, Product Management

Title: Product Manager, Alternative Investments


About BetaNXT

BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.

Overview of the Product Manager, Alternative Investments

The Product Manager, Alternative Investments serves as the product and subject matter expert for the firm's retail alternative investment solutions within the Pooled Asset Solutions team. This role is responsible for defining product capabilities, performing detailed business and technical analysis, and delivering clear functional requirements that support scalable back-office solutions for broker-dealers, retirement recordkeepers, and asset managers. The ideal candidate is comfortable working hands-on in an Agile environment, partnering closely with engineering and clients to translate complex operational workflows into high-quality software solutions while advancing the firm's product and partnership strategy.

Duties and Responsibilities of the Product Manager, Alternative Investments

  • Monitor and assess evolving needs in the alternative investment space to identify new and evolving opportunities for current and future products.
  • Define product vision and contribute to the BetaNXT Alternative Investments roadmap, support system development and remediation initiatives to ensure process improvement.
  • Design and document product solutions, including BRDs, use cases, workflows, and gap analyses.
  • Develop and maintain deep expertise in retail alternative investments, including an understanding of the various industry partners (InvestCloud Private Markets Network, Corastone, SS&C AltServ, CAIS, DTCC AIP) with which BetaNXT integrates.
  • Work closely with development teams in an agile environment to drive high-quality, iterative delivery of features to production.
  • Drive business testing and validation of use cases; support the QA process through to product releases.
  • Build and maintain positive client relationships, manage client-specific change requests, and support Client Services on complex alternative investment issues.
  • Assist in product feature definition for sales and marketing, work with the Project Management Office to track milestones, and manage delivery expectations.

Skills and Experience of the Product Manager, Alternative Investments

  • Minimum of 8 to 12 years of relevant experience
  • Bachelor’s degree or equivalent required
  • Prior experience at or supporting firms providing alternative investments to broker-dealers, custodians, or wealth managers. Candidates with experience in mutual funds are also encouraged to apply.
  • Extensive knowledge of retail alternative investment products, operations, and distribution workflows, including private equity, private credit, hedge funds, non-traded REITs, and interval funds, and the industry ecosystem for these products (e.g., DTCC AIP, InvestCloud Private Markets Network, CAIS, SS&C AltServ).
  • Solid understanding of product lifecycle management and agile methodologies
  • Strong analytical, communication, and stakeholder management skills; ability to work independently and structure complex problems clearly.
  • Proficient with Microsoft Office suite (Excel, Word, Visio, PowerPoint), Jira, Confluence

Compensation:

  • We offer a competitive compensation package commensurate with experience and market location including full benefits offering and PTO. Minimum salary of $125,000 plus bonus opportunities and other incentives.


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