VP Personal Wealth Product Solutions
Location
United States
Posted
48 days ago
Salary
$187K - $271.2K / year
Seniority
Lead
Bachelor Degree10 yrs expEnglish
Job Description
• Lead the ideation, evaluation, development, and launch of Personal Wealth Management solutions across the enterprise
• Define and maintain a clear, multi-year product vision and roadmap aligned to business priorities
• Partner closely with technology, operations, legal, compliance, and distribution teams to deliver scalable solutions
• Translate market trends, customer insights, and competitive analysis into product strategy and investment decisions
• Guide end-to-end product lifecycle execution, from concept through delivery and ongoing optimization
• Initiate and manage external partnerships that expand wealth product capabilities
• Support Personal Wealth business development with product expertise and client-facing insights
• Influence senior leaders through clear, data-driven recommendations
• Drive alignment across teams to ensure successful product adoption and outcomes
• Represent the wealth product portfolio in executive and cross-functional forums
Job Requirements
- Bachelor's degree
- 10+ years of experience in retail financial services with a strong focus on wealth management
- Proven leadership across the full product lifecycle, from strategy through execution
- Experience partnering with technology and operations teams to deliver complex solutions
- Deep understanding of brokerage and cash management platforms
- Strong strategic thinking, prioritization, and problem-solving skills
- Ability to communicate clearly and confidently with executive stakeholders
- FINRA registrations including Series 7 and 66, or 63 and 65
- Ability to balance market insight with disciplined execution in a regulated environment
Benefits
- Medical, dental, vision and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the option to wear jeans
- Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
- Paid volunteer time — 16 hours per calendar year
- Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.
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