Retirement Innovation Product Manager

We’re seeking a Retirement Innovation Product Manager to lead discovery, ideation, and development of new digital and non-digital products and services in the retirement space. This role will focus on identifying unmet needs among owners and affluent employees of small and medium-sized businesses, researching market trends, evaluating new technologies, and designing forward-thinking solutions. Working cross-functionally, you’ll bring structure to innovation by testing ideas, leading pilots, and preparing high-potential concepts for broader launch.

This is a direct-hire, on-site role in Plano, TX, with 35 remote days per year.

$154K-$180 (Base + Bonus) depending on the candidate's experience, etc.

• 100% paid medical, dental, and vision premiums for you and your qualifying dependents
• A 50% 401(K) match, up to the IRS maximum
• 20 days of PTO*, plus 10 paid holidays
• Family Support programs, including 8 weeks of Paid Primary Caregiver leave, adoption assistance, and back-up childcare

• Research emerging trends, client needs, and competitive innovations across benefits and insurance
• Identify opportunities to better serve small business owners and employees
• Generate, validate, and prioritize new product concepts aligned with company growth goals
• Develop product briefs, market analyses, and business cases for new offerings
• Collaborate with internal teams to design, prototype, and test early-stage solutions
• Lead pilots to assess product-market fit, feasibility, and ROI
• Partner with client acquisition, operations, legal, and compliance to evaluate readiness and risk
• Contribute to the long-term innovation product roadmap with senior leadership

• Bachelor’s degree required; advanced degree or certifications preferred
• 5+ years of experience in product management, strategy, or innovation roles
• 2+ years in benefits, insurance, or a related regulated industry
• Strong working knowledge of modern product management frameworks
• Demonstrated success working with SMB clients or in small business environments
• Strong foundation in customer research, prototyping, and early-stage development
• Exceptional written and verbal communication skills with executive presence
• Analytical thinker with the ability to evaluate product-market fit and ROI
• Familiarity with digital advice platforms, financial planning tools, or RIA tech stacks is a plus