Product Manager, Financial Planning Platforms

The Product Manager, Financial Planning Platforms is responsible for the strategy, roadmap, delivery, and ongoing optimization of the firm's financial planning platforms, workflows, and supporting technology ecosystem. This role serves as the primary liaison between Financial Planning, Advisory, Operations, Technology, and external vendor partners to ensure solutions effectively support business objectives, advisor productivity, and client outcomes.

What You Will Do

Own the end-to-end product lifecycle for financial planning platforms and capabilities, define and maintain the product vision, strategy, and roadmap, partner with stakeholders to understand business needs, and drive successful delivery outcomes.

Why It Might Be a Fit

The Product Manager helps equip Blue Trust advisors to deliver financial advice that integrates biblical wisdom and technical expertise in support of the firm's mission, vision, and strategic objectives.

Requirements

• Proven experience in product management, business analysis, project management, or a related role supporting technology-enabled business solutions.
• Demonstrated ability to lead requirements discussions, facilitate cross-functional working sessions, and translate business needs into actionable technology solutions and deliverables.
• Experience supporting technology initiatives through the full project lifecycle, including discovery, design, development, testing, release readiness, implementation, and post-launch support.
• Demonstrated project management skills, including developing and managing project plans, coordinating cross-functional resources, tracking risks and dependencies, and communicating status to stakeholders.
• Strong ability to build relationships and influence outcomes across business, operational, and technology teams.
• Proven analytical, problem-solving, and decision-making skills with the ability to balance competing priorities.
• Strong understanding of advisor and client service workflows within wealth management, financial planning, or related financial services environments.
• Desire to serve advisors, planners, and business partners with excellence.
• Strong communication and presentation skills, both written and verbal.
• Ability to prioritize and manage multiple initiatives in a fast-paced environment.
• Strong business acumen, attention to detail, and organizational skills.
• Personal integrity and ability to handle confidential information with discretion.
• Aptitude and passion for learning new technologies and emerging capabilities, including AI-enabled solutions.
• Strong proficiency with Microsoft 365 and collaboration tools.

Benefits

• Competitive salary
• Benefits package
• Equity
• Paid time off
• Retirement plan
• Learning budget
• Parental leave
• Wellness program
• Visa/relocation assistance
• Remote flexibility
• Stipends
• Bonus/commission
• Paid holidays