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Wealth Management Product Manager Jobs (NOW HIRING)

Envestnet

Product Manager - Tamarac

Raleigh, NC · Hybrid

Envestnet is seeking a Product Manager - Tamarac to join our Product department. This is a hybrid ... Since 1999, Envestnet has served the wealth management industry and today supports trillions in ...

Envestnet

Product Manager - Tamarac

Raleigh, NC · Hybrid

Envestnet is seeking a Product Manager - Tamarac to join our Product department. This is a hybrid ... Since 1999, Envestnet has served the wealth management industry and today supports trillions in ...

Envestnet

Senior Product Manager - Tamarac

Raleigh, NC · Hybrid

$123K - $162K/yr

Since 1999, Envestnet has served the wealth management industry and today supports trillions in ... The Senior Product Manager operates with a high degree of ownership, balancing independent ...

Envestnet

Senior Product Manager - Tamarac

Berwyn, PA · Hybrid

$121K - $160K/yr

Since 1999, Envestnet has served the wealth management industry and today supports trillions in ... The Senior Product Manager operates with a high degree of ownership, balancing independent ...

Fortivus Wealth Group

Be Seen First

Wealth Management Advisor

King Of Prussia, PA · On-site

$61K - $119K/yr

In the Entity Advisor role, we provide the resources needed to jump-start your career as a Wealth Management Advisor. This role is supported by extensive training, hands-on experience, mentorship ...

Annex Wealth Management LLC

Wealth Advisor

Madison, WI · On-site

Annex Wealth Management - Know the Difference Join Our Growing Team at our Madison branch. Are you ... Foster ongoing, productive relationships with Centers of Influence (COIs) to ensure sustained lead ...

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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 Jun 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.

More about Wealth Management Product Manager jobs
What cities are hiring for Wealth Management Product Manager jobs? Cities with the most Wealth Management Product Manager job openings:
What states have the most Wealth Management Product Manager jobs? States with the most job openings for Wealth Management Product Manager jobs include:
What job categories do people searching Wealth Management Product Manager jobs look for? The top searched job categories for Wealth Management Product Manager jobs are:
Wealth Management Product Manager jobs near you
Infographic showing various Wealth Management Product Manager job openings in the United States as of June 2026, with employment types broken down into 6% Internship, 76% Full Time, 12% Part Time, and 6% Contract. Highlights an 94% In-person, and 6% Remote job distribution, with an average salary of $159,405 per year, or $76.6 per hour.

Wealth Management Specialist

Bank of America

Missoula, MT • On-site

Full-time

Posted 7 days ago

Job description

Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for performing a variety of specialized functions across a team of Financial Advisors, such as business management, business development, wealth planning, investment management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing problems where extensive analysis and evaluation is required. Job expectations include having knowledge of the Merrill Wealth Management business and supporting team members as needed. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
  • Provides quality client service and effective operations support by resolving client issues and analyzing data to address risk issues and trends
  • Escalates issues and provides resolution on complex inquiries, requests, and problems related to client concerns
  • Documents client interactions and provides team members with time sensitive updates
  • Attends client review meetings to capture notes, document in Salesforce, and tracks all actions/activities to ensure the highest level of client service is provided
  • Provides advice and assists with training for team members

Required Qualifications:
  • Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
  • SAFE ACT Registration; ADV-2B Required
  • Maintain at least one firm approved designation
  • Demonstrated expertise and impact in at least two of the following specialized functions: Wealth Planning, Investment Management, Business Development, Business Management and/or Relationship Management
  • Possess and demonstrate strong communication skills
  • Demonstrate an understanding of how to deliver a strong overall client experience
  • Thorough knowledge and understanding of the suite of Wealth Management products and services
  • Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
  • Strong partnership and relationship management skills; ability to work across Elite Growth Program (EGP) functions and organizational lines/levels
  • Ability to influence and demonstrate clear communication and collaboration with others to make sound decisions without direct authority
  • Analytical skills with ability to identify trends, root cause and effects and implement improved processes to increase growth and mitigate risk
  • Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals to support responsible growth

Skills:
  • Account Management
  • Business Acumen
  • Customer Service Management
  • Client Management
  • Portfolio Management
  • Referral Identification
  • Referral Management
  • Relationship Building
  • Administrative Services
  • Process Simplification

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Shift:
1st shift (United States of America)
Hours Per Week:
40

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