Product Manager, Wealth Management

Product Manager – Wealth Management

Seeking a Product Manager to drive sales and advisor/client retention through the development and management of wealth management and retail advisor products, services, and features that meet advisor needs, client expectations, and company objectives.

• Help shape and execute a compelling product vision and strategy tailored to the wealth management and retail advisor space.
• Ensure value propositions align with advisor and client needs, market trends, financial assessments, and competitive intelligence.
• Support senior product leaders in business readiness tasks and ongoing product maintenance for advisor-focused solutions.
• Lead and own product development initiatives for wealth management offerings, balancing time, quality, cost, and benefit factors.
• Collaborate with advisor distribution teams and subject matter experts to implement new products, features, and services that enhance advisor engagement and client outcomes.
• Ensure product management incorporates competitive intelligence, advisor feedback, and end-to-end processes from proposal through implementation and ongoing servicing—addressing both external advisors/clients and internal operations.
• Work cross-functionally across Wealth Management, Retail Distribution, Operations, Sales/Advisor Management, Marketing, Compliance, and third‑party partners.
• Serve as product subject matter expert for advisor‑facing teams, including distribution, client relationship management, onboarding, and transition support.
• Train and develop field personnel and advisors on new and existing products, partnerships, and competitive positioning.
• Monitor market, regulatory, and industry trends in wealth management and retail distribution to identify new opportunities for product innovation.
• Other duties as assigned.

• Bachelor’s degree in business administration or equivalent experience.
• Series 7 and 24 licenses required.
• CFA and CFP preferred and may be considered in lieu of the licenses.
• 6+ years supporting retail advisor channels, wealth management platforms, or investment solutions.
• Broad knowledge of financial products, advisor distribution models, and client servicing processes, including UMAs, SMAs, ETFs, Mutual Funds, etc.
• Strong collaborative problem‑solving, decision‑making, negotiation, interpersonal, project management, and analytical skills.
• Organizational, prioritization, and time management skills.
• Familiarity with advisor technology platforms, CRM systems, and digital engagement tools; understanding of IT development processes (waterfall and agile).
• Ability to communicate complex concepts clearly to advisors, peers, and senior leaders.
• Ability to work independently and as part of a team.
• Appetite for continuous learning and innovation in the wealth management space.

Annual base salary range: $89,170 – $148,650 USD. In addition to base salary, Voya offers incentive opportunities based on performance objectives.

• Health, dental, vision, and life insurance plans.
• 401(k) savings plan with generous company matching contributions (up to 6%).
• Voya Retirement Plan – employer paid cash balance retirement plan (4%).
• Tuition reimbursement up to $5,250/year.
• Paid time off – 20 days paid time off, nine paid company holidays, and a flexible Diversity Celebration Day.
• Paid volunteer time – 40 hours per calendar year.

Voya Financial is an equal‑opportunity employer and provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by law. Reasonable accommodations are available for qualified individuals with disabilities.