Product Manager (Remote Work Opportunity)

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

We have a dynamic opportunity for a Product Manager. WEG is a quickly growing company focused on delivering customer intimacy at scale via comprehensive financial planning. This role is responsible for envisioning, documenting, and delivering process and technology solutions to deliver world class employee support to our advisor teams. You will evaluate technologies, strategize with stakeholders, and interface with IT Engineering and IT Support Operations to create value for your internal and external customers.

The salary target for this role is $110,000 - $140,000 depending on experience. This role is also eligible for an annual corporate bonus.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one. 

Primary Job Functions

Product Innovation – Develop, Own, and Execute the Product Roadmap

• Builds consensus with senior leadership regarding the strategy for the product; develops and communicates a clear strategic vision; creates the product roadmap, features, and user stories at a detailed level

• Evaluate and document business process and technology solutions to complex business problems

• Translates product roadmap features into well-defined product requirements including features, user stories, and acceptance test criteria

• Conduct stakeholder interviews to understand requirements

• Reduce cycle time to delivery and improve cost to value for development activities

• Lead deployment activities to drive understanding and adoption of solutions

• Monitor product performance post-launch, analyzing key metrics and KPIs to assess success and identify areas for improvement

Agile product team – Lead and support proactive adoption of agile process

• Lead agile ceremonies such as sprint planning, scrum, demos, and retrospectives

• Drive cultural change by championing an agile mindset

• Evaluate and provide feedback on agile adoption within the team and organization

• Facilitate cross-functional communication to eliminate knowledge gaps

• Mentor members of product team

Business Leaders and Teams – Build subject matter expertise in diverse set of solutions

• Build relationships with stakeholders from business lines; Advisor Teams, Advisor Services, Advisor Team Operations, Operations, Central Services, and Back Office Teams.

• Partner Executive Leadership Team to prioritize the needs of our end users while creating a cohesive strategy for our suite of technology solutions.

• Partner with LOB Managers to improve operational processes and improve end user experience with enterprise employee support

• Collaborate with business subject matter experts and develop scope and business clarity necessary to deliver on strategic outcomes

• Improve end user satisfaction with employee support tools and support operations.

Education/Qualifications

• Bachelor's Degree in business; finance, economics, technology or related

• 5+ years in Financial Services or equivalent experience

• 7+ years BA, Development, or other related technology experience preferred

• Experience with Agile development preferred

• Superior verbal and written communication skills

• Proficient with Microsoft Office Suite or related software

• Salesforce experience required

• Familiarity with Jira preferred

#LI-REMOTE

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.