Remote Advisory Planning and Collaboration Digital Innovation Product Group Manager

Job is Expired
Location: Illinois, Indiana, Kentucky, Michigan, Ohio, Pennsylvania, West Virginia
Compensation: To Be Discussed
Staff Reviewed: Fri, Feb 26, 2021

Job Summary

A financial services company has a current position open for a Remote Advisory Planning and Collaboration Digital Innovation Product Group Manager.

Core Responsibilities Include:

  • Lead components of the multi-year roadmap to define innovative wealth strategies
  • Deliver on the end-to-end lifecycle of the digital planning and collaboration strategies
  • Maintain a pulse on customers evolving advisory needs and preferences

Must meet the following requirements for consideration:

  • Bachelor's degree in business, accounting, finance, economics, marketing or related field
  • 12+ years of business experience working in the Financial Services Industry
  • 2+ years’ experience in creating, supporting, implementing, or managing financial planning platforms for customers and advisors

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