Responsibilities

• Collaborate with Product Managers and leadership to develop, execute, and enhance product strategies aligned with firm priorities and client needs.
• Gather, analyze, and synthesize data, business insights, market trends, and stakeholder feedback to identify opportunities, risks, and recommendations.
• Support the management of product and partner relationships of moderate size and complexity.
• Help evaluate product performance, competitive positioning, advisor adoption, and client impact to inform product decisions.
• Maintain assigned product portfolios and contribute recommendations related to product enhancements, launches, lifecycle management, and partner changes.
• Assist in the development and execution of business plans that align with the firm’s strategic direction.
• Partner with Compliance, Legal, Operations, Service, Finance, and other stakeholders to support product initiatives and resolve issues.
• Ensure product communications, educational materials, and partner support resources are accurate, effective, aligned with firm messaging, and compliant.
• Serve as a developing subject matter expert for assigned product areas and maintain knowledge of product features, benefits, pricing, industry trends, and regulatory developments.
• Lead selected initiatives and process improvement efforts with limited guidance while contributing to broader divisional and cross-functional projects.

Requirements

• Bachelor’s degree required; quantitative disciplines preferred (finance, economics, accounting, mathematics, engineering, actuarial science, business analytics, or related fields)
• Series 7 and Series 66 required (or ability to obtain within 12 months of hire)
• Progress toward or interest in relevant industry designations such as CFP, CFA, CIMA, ChFC, CPA or similar credentials is preferred
• 3+ years of relevant financial services, investment, product management, product strategy, business analysis, or related experience
• Demonstrated ability to collaborate across teams and influence stakeholders without direct authority.
• Proficiency with Microsoft Office tools and experience with reporting, analytics, or visualization platforms such as Tableau or similar tools.
• Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week.