Wealth Innovation Product Manager
3 weeks ago
Job Overview Our client is expanding into Wealth Management and looking for their first Product Manager in this space. You'll lead early?stage innovation, researching, ideating, testing, and launching new products for small business owners and their employees. This is a hands?on, high?impact role with clear growth potential as the team scales. This full?time, Wealth Innovation Product Manager will work on?site in Plano with a bank of 35 remote days per year. WHAT OUR CLIENT OFFERS: Compensation Base pay: $110,000 $120,000 per year Annual bonus: up to 40?50% of base Total compensation range: $150,000 $180,000 depending on experience Benefits 100% paid medical, dental, and vision premiums for you and qualifying dependents 50% 401(k) match, up to the IRS maximum 20 days PTO + 10 paid holidays Family support programs: 8 weeks paid primary caregiver leave, adoption assistance, backup childcare Responsibilities Lead discovery and design for wealth products targeting SMB clients Research market trends, client needs, and competitive solutions Generate and test new product ideas (digital advice, financial planning, etc.) Write business cases and briefs (no endless slide decks) Run pilots, experiments, and validate ROI Collaborate across marketing, ops, legal, and compliance Present findings and strategy to senior executives Qualifications 5+ years in product, innovation, or strategy roles 2+ years in financial services or regulated industries Experience building products (not just features); leading discovery and prototyping Strong writer and communicatorespecially with execs Worked with or for small businesses or clients Skilled in frameworks like Jobs?To?Be?Done Organized, analytical, and hands?on across multiple projects Preferred: wealth management, retirement, or insurance experience Built business cases or pro forma P&Ls Product certification (e.g., Pragmatic, AIPMM) Apply today Seniority level: Mid?Senior level Employment type: Full?time Job function: Management Industries: Investment Advice #J-18808-Ljbffr
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Innovation Product Manager
2 weeks ago
Plano, TX, United States Search Solution Group Full timeJob Overview: Search Solution Group is seeking an Innovation Product Manager in Plano, TX, on behalf of our client, a firm that specializes in designing, managing, and advising on retirement plans for small and medium-sized businesses. This position is key to driving the firm's growth strategy by leading the discovery, ideation, and early-stage development...
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J.P. Morgan Wealth Management
4 days ago
Plano, Texas, United States Chase Full timeDescriptionYou enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations. Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients. The role involves collaborating with business stakeholders to enhance the...
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Plano, United States JPMorgan Chase & Co. Full timeThe Asset and Wealth Management Location Strategy team is part of the Finance & Business Management function and plays a crucial role in guiding strategic headcount direction by utilizing Global Real Estate reporting. This team is instrumental in reducing vacancies and optimizing the entire Asset and Wealth Management footprint. Additionally, the team is...
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J.P. Morgan Wealth Management
4 weeks ago
Plano, United States JPMorgan Chase Full timeLending SpecialistThe J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and...
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Plano, Texas, United States JPMorganChase Full timeDescriptionThe Asset and Wealth Management Location Strategy team is part of the Finance & Business Management function and plays a crucial role in guiding strategic headcount direction by utilizing Global Real Estate reporting. This team is instrumental in reducing vacancies and optimizing the entire Asset and Wealth Management footprint. Additionally, the...
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J.P. Morgan Wealth Management
3 weeks ago
Plano, United States JPMorganChase Full timeJ.P. Morgan Wealth Management - Vice President, Lending Specialist 1 day ago Be among the first 25 applicants Job Description The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and...
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Associate Wealth Advisor
4 weeks ago
Plano, United States Mariner Full timeJob Description As associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a...
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VP Product Manager
3 weeks ago
Plano, United States JPMorgan Chase & Co. Full timeA leading financial services firm is seeking a Vice President - Product Manager for Home Lending Transformation in Plano, TX. The candidate will lead product innovation, collaborate with teams, and enhance customer experiences. Required qualifications include 5+ years in product management and lending experience. Join us in shaping the future of Home Lending...
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Plano, Texas, United States JPMorgan Chase Full timeYour deep understanding of the financial services industry and JPMorgan Chase's IT systems will contribute to the continuous improvement of our offerings, navigating complex problems and driving strategic thinking. Your impact will be significant in the design, architecture, and functionality of our products, ensuring a seamless and enjoyable experience for...
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J.P. Morgan Wealth Management
16 hours ago
Plano, Texas, United States JPMorganChase Full timeDescriptionThe J.P. Morgan Wealth Management Service Center Team: Our investment professionals work in a team based, call center environment assisting clients and prospects with investment account service requests and inquiries over the telephone and serve as experts on our online brokerage platform. We focus on delivering quality interactions, serving a...
