Advice Product Manager - AI-Driven Wealth Solutions
Job in
Concord, Cabarrus County, North Carolina, 28027, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Jobtailor in North Carolina seeks a senior professional to lead the oversight of profitability, investment performance, governance, operating model, vendor management and strategic direction of investment products. You will ensure clients receive outstanding service and expert assistance on product matters, coordinating with portfolio management, legal, accounting and client servicing teams.
The role requires deep knowledge of regulatory requirements for lifetime income illustrations, experience
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