Product Manager, Strategic Retirement Solutions - Commonwealth Financial Network

Overview

If you’re looking for a high-energy, inclusive atmosphere and a company that understands the importance of work/life balance, Commonwealth is your match! From generous bonus and 401(k) programs to tuition reimbursement and flexible work schedules, Commonwealth is focused on helping its employees thrive in an environment suited to their needs. On top of all that, the Strategic Retirement Solutions department offers a hybrid work schedule, so you’ll be able to work from home for part of the week!

We’re looking for a product manager to join our ranks. This Product Manager will have responsibility for an advisory program that provides clients with the option to have their workplace 401(k) or 403(b) accounts managed by their financial advisor. This role will contribute to the company’s growth and client retention objectives by driving strategic planning, managing product development, facilitating advisor education, and fostering product engagement.

Key Responsibilities:

• Responsible for the product’s overall success, including adoption and user experience
• Defining and maintaining the product’s ambition statement, business case and roadmap, while managing tradeoffs between business, customer, and operational capabilities throughout the product lifecycle
• Championing the product through internal governance processes for strategic decision making and resource acquisition
• Owning, leading and driving the product’s strategic development and enhancement initiatives with a “roll-up-your-sleeves” mentality. Be an intrapreneur
• Working with Commonwealth’s Product Lab to implement best practices and processes that maximize the efficiency and effectiveness of the product’s services and experiences
• Collaborating and partnering with cross functional stakeholders and teams, subject matter experts, and third-party providers to ensure effective implementation and ongoing support of the product, its features, and related services
• Leveraging your product vision, business acumen, problem solving, and people skills to drive strategic planning, development, marketing, delivery, and support for this advisory service
• Driving product understanding and adoption by creating and executing plans to educate, train, and continuously promote this advisory program to affiliated advisors/staff and internal partners
• Coordinating and driving analysis to evaluate the solution for customer feedback, pricing, distribution, feature set, competitive landscape, and cost/benefit profile
• Ensuring product and service development considers corporate goals, voice of constituents, competitive intelligence, financial and risk implications, and coordination with external partner firms
• Staying abreast of industry, demographic, and regulatory trends to inform the product’s roadmap, as necessary

 Experience, Skills, and Education:

• 5+ years well-developed financial service experience is needed, knowledge of retirement products preferred
• Experience in product, program and/or project management or related discipline
• Works well independently and within a matrix-based team environment
• Strong oral, presentation, and written communication skills with the ability to communicate complex issues in a clear way to peers and senior leaders
• Proficient in MSOffice
• Bachelor's degree in business administration or equivalent experience

Candidate will possess strong skills in:

• • problem solving                                    
  • attention to detail
  • decision making
  • negotiation
  • interpersonal communication
  • collaboration
  • analyzing
  • time management
  • organization
  • prioritization

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? 

Picture Yourself Here 

At Commonwealth, we believe in a better world. We hold ourselves and each other to higher standards. We take care of one another. That’s why we invest in you—we encourage employee growth both in your career and education; we are building out a robust diversity, equity, and inclusion program; we offer incredible health care benefits; and we find plenty of occasions to celebrate. What’s not to love? 

We are always striving to be better, and we are looking for employees who share that same mindset. Better people, better coworkers, better leaders, better creators. Bring your best work and your full self to the table, and we will do the same. Together, we can build a better future for our advisors, their clients, our company, and you. 

About Commonwealth 

Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser, provides a suite of business solutions that empowers more than 2,000 independent financial advisors nationwide. Privately held since 1979, the firm has headquarters in Waltham, Massachusetts; San Diego, California and a new office opening soon in greater Cincinnati, Ohio. 

Turning our advisors into raving fans starts by doing the same for our employees. We foster an environment of excellence, growth, rewards, and fun in equal measure, which has earned us 44 Best Place to Work awards.

The Fine Print 

We care about your online safety as a prospective employee and encourage you to exercise caution when responding to job postings online. Commonwealth will never ask potential hiring candidates to pay or transfer funds as a precondition of interviews or employment, nor will we authorize recruiters or agents to do so on our behalf.

Commonwealth is an equal opportunity employer, making intentional efforts to source talent from all backgrounds.

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