Digital Product Manager – Wealth Strategy in Charlotte, North Carolina
Posted 04/18/22

The Team You Will Be Joining:

  • Fortune 500 financial services firm headquartered in Charlotte, NC with a significant investment in innovation.
  • Recognized by Fortune as one of the worlds most admired companies in 2012 along with many other awards around social responsibility, diversity, equity, inclusion, and client experience.
  • A purpose driven and team-oriented environment with focuses on leveraging employee talents, cutting edge technology, and best practices and processes.
  • Organization that is recognized for being truly multicultural; diversity and feedback rich is in their DNA.

What They Offer You:

  • An amazing opportunity to join a world-class wealth management organization.
  • Results driven organization that values accountability and continuous improvement.
  • Opportunity to make an impact and add value – Forthcoming investment in tools and technology to improve current processes.
  • Excellent company benefits to include a pension, medical, dental, 401k, and generous PTO policy.


  • 100% remote for now then will sit hybrid on-site in Charlotte, NC (2-3 days remote, the remainder in office)

Why This Role Is Important:

This role is responsible for working in partnership with enterprise digital, vendors, technology, operations, compliance, support and marketing teammates to create and deliver competitive and differentiating digital solutions for wealth and investment clients and teammates. This individual has a unique opportunity to contribute to the strategic vision for a wealth segment, collect and analyze client feedback, manage key vendor partnerships, ensure teammates understand and encourage client adoption, and continually advocate for digital client experience improvements that balance business benefits. 
  • Applies knowledge and expertise to develop a strategic vision and associated action plans delivering against it by partnering with vendors and internal digital/non-digital solution teams
  • Defines and evangelizes the digital wealth or investment client strategy and uses data-driven insights to inform opportunities
  • Manages digital vendor partner relationships and influences their product roadmaps to meet our client needs
  • Collaborates with stakeholders and business partners to translate how omni capabilities and solutions can improve the client and teammate experiences while adding business value
  • Ensures consistency throughout the digital experience aligning with Wealth and other LOB segment strategies including cross-channel/omni interactions
  • Collaborate with business leaders and participate in decisions for the recommendation, selection and prioritization of product features, implementation approaches, vendors and processes
  • Triage, troubleshoot, and resolve a range of product, client and technology issues
  • Contribute to the continuous development of products and solutions including performing research, user testing, quality assurance checks and vendor relationship management
  • Analyze metrics and prepare briefs, presentations and status reports and communicate as needed to key stakeholders  
  • Conduct industry research and competitive analyses and use the information to recommend product or marketing enhancements
  • Support the creation and distribution of teammate training programs, communications, sales efforts and interface with internal and external marketing, branch and call center teammates to prepare sales scripts, manage sales processes, optimize sales opportunities, carry out follow up activities, and ensure business readiness for enhancements / changes to client facing digital experiences

The Background That Fits:

  • 5+ years' experience in the digital (web/mobile), eCommerce or eBusiness, ideally in product management or sales capacities for financial services
  • 2+ years' experience in leading cross-functional teams (indirectly or directly)
  • Understands key product functionality, industry trends, competitive landscape, operations, business, compliance and marketing processes and has practical experience to solve a range of complex product and client issues.
  • Experience with processes and tools supporting Agile methodologies preferred
  • Excellent presentation skills and comfort presenting concepts and ideas clearly; ability to communicate complex information simply 
  • Comfort managing concurrent projects in a fast-paced, results-driven environment
  • Strong analytical skills, ability to interpret data and trends, diagnose problems, and recommend action plans to resolve issues

  • Employee Type: Direct Hire
  • Location: Charlotte, North Carolina
  • Category: Information Technology
  • Date Posted: 04/18/22
Apply Today!
Apply Today!

Apply Today!

Attach a resume file. Accepted file types are DOC, DOCX, PDF, HTML, and TXT.

We are uploading your application. It may take a few moments to read your resume. Please wait!