Job Summary

• The Product Manager role exists to drive growth in fee-based strategies and to ensure competitive positioning is achieved in the marketplace.
• A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
• Work in a dynamic, collaborative, progressive, and high-performing team with opportunities to build close relationships with clients and make a lasting impact.

Matching Summary

Salary

Base: $90,000-$160,000; Bonus/Equity: Discretionary variable compensation program; Benefits: Competitive compensation and flexible benefits including 401(k) with company match, health, dental, vision, life, disability insurance, and paid-time off

Skills & Requirements

Key Requirements

• BA/BS degree or equivalent experience
• 5-7 years securities and financial markets experience
• Securities license 7, 63/65 or 66 or commitment to obtain within one year
• Vendor relationship experience
• In-depth knowledge of fee-based platforms and Advisor needs

Work Rights