Wealth Management Product Manager

Reposted 4 Days Ago
51 Locations
In-Office or Remote
130K-135K Annually
Senior level
Financial Services
The Role
Lead the development and management of wealth management products. Conduct market research, prioritize features, ensure compliance, and collaborate across teams. Monitor product performance and manage launches.
Summary Generated by Built In

Who We Are
At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:

  • We are stronger as one: We collaborate across the enterprise, scale what works and act   decisively for our customers and partners.
  • We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
  • We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
  • We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

Who You’ll Work With

We are seeking a strategic Product Manager to lead the development, management and enhancement of digital tools and services for our wealth management products and solutions.

About The Role

In this role, you will shape the product vision and be responsible for the end-to-end experience for retail products and platforms, ensuring they align with client needs, market trends, regulatory requirements, and business goals.

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.

Please note this is not an exhaustive list of all responsibilities of the position, and the requirements of the job may change in line with business needs.

Skills & Qualifications

  • 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

Preferred

  • 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

Compensation

The anticipated base salary range for this position is $130,000 to $135,000 at the commencement of employment.  Not all candidates will be eligible for the upper end of the salary range. The actual compensation offered will ultimately be dependent on multiple factors, which may include the candidate’s geographic location, skills, experience and other qualifications. In addition, the position is eligible for a discretionary bonus in accordance with the terms of the applicable incentive plan.

 

Corebridge also offers a range of competitive benefits as part of the total compensation package, as detailed below.

Work Location

This position is currently designated as remote.

Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:

  • Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
  • Retirement Savings: We offer retirement benefits options, which vary by location.  In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
  • Employee Assistance Program: Confidential counseling services and resources are available to all employees.
  • Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
  • Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
  • Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.


Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs.  If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to [email protected].  Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com

Functional Area:

IT - Information Technology

Estimated Travel Percentage (%): No Travel

Relocation Provided: No

American General Life Insurance Company

Top Skills

Agile
Confluence
JIRA
Salesforce
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The Company
HQ: Houston, TX
2,198 Employees

What We Do

At Corebridge Financial, we believe action is everything. That’s why every day we proudly partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. Because action is the bridge from planning to outcomes.​

Corebridge Financial is a new company, but not a new business. Formerly AIG Life & Retirement, we are one of the largest and most established providers of retirement solutions and insurance products in the United States.​

We deliver industry-leading products, platforms and services that move people toward a more secure tomorrow. Our balanced portfolio across the Corebridge enterprise—Individual Retirement, Retirement Services, Life Insurance and Institutional Markets—enables us to manage risk, maximize growth opportunities, and drive positive outcomes for those we serve. ​

We believe no one achieves a financially secure future by accident—great things happen when people take action.​

Products and services offered through wholly owned affiliates of Corebridge Financial.

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