VP Personal Wealth Product Solutions

Vice PresidentVice PresidentFull TimeRemoteLeadTeam 10,001+H1B SponsorCompany SiteLinkedIn

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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