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First Command Financial Services, Inc. · 5 days ago

Investment Product Director

Fort Worth, TX

Full-time

Onsite

Director/Executive

15+ years exp

First Command Financial Services, Inc. is dedicated to helping service members and their families strengthen their financial security. The Investment Product Director will lead the product strategy and development for managed account and brokerage products, ensuring alignment with the company's financial coaching philosophy while enhancing client experiences and achieving financial goals.

BankingConsultingCrowdfundingFinancial Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Leads the development and deployment of new wealth management products, programs, and features in the managed account and brokerage platforms in alignment with the company’s financial coaching philosophy. These include; UMA (Unified Account Management), Separate Account Managers (SMAs), Trust Services, and other managed account solutions

Identifies gaps and recommends new solutions and services to add to the First Command product portfolio that enables client achievement of financial goals and Advisors to better serve clients

Serves as the subject matter expert for our wealth management capabilities, leveraging knowledge of First Command’s investment products, services and best practices

Provides day-to-day service, support, and reporting of wealth management programs and services

Analyzes and monitors the industry, competitors, and advisor platform trends to continually improve First Command’s wealth management programs and services

Manages relationships and assist in negotiating pricing with product partners

Collaborates with internal stakeholders to support the product, including marketing, sales, legal, compliance, training, operations, etc

Engages with outside consultants, legal counsel, industry resources etc., to ensure alignment with best practices

Proactively engages the CX and UX research teams for feedback data from First Command clients and other groups regarding satisfaction and experience with products (where possible)

Maintains strong knowledge of client and persona journeys across products and product experiences while owning a horizontal, enterprise view

Remains knowledgeable on industry, regulatory, competitive, and partner trends translating insights, risks, and opportunities for the company through proactive reporting and communications

Attends industry product events as needed for best practice and innovation trends in product markets

Qualification

Wealth management experienceFinancial product knowledgeProduct management ecosystemFinancial services industryWealth management technologyPortfolio constructionStrategic thinkingMulti-taskingClient experience knowledgeTraining developmentMarket analysisAmbiguity managementIndustry trends knowledgeClient satisfaction focusCommunication skillsTeam player attitudeRelationship buildingCritical reasoningAdaptabilityNegotiation skillsCreative thinking

Required

Undergraduate degree in business, finance, economics or another related field required

At least 15 years in the financial services industry with experience in wealth management, complex financial planning, as well as deployment of new products and services

Demonstrated knowledge of leading wealth management technology platforms and capabilities offered by broker-dealers and registered investment advisers

Experience with financial products including brokerage, advisory and managed investments, stocks, mutual funds, bonds, ETFs, life insurance, annuities and related services

Exemplary communication skills, both verbal and written, and a demonstrated ability to present material to both technical and non-technical audiences (e.g., clients, Advisors, staff)

Possess understanding of portfolio construction, securities trading, and financial planning best practices

Proven ability to think creatively and strategically as it relates to investment products and services in order to assess and meet client needs and profitability goals

A Self-Starter/Team Player Attitude: You are excited by a fast-paced environment and the accountability that comes with owning important products and projects

Comfortable with ambiguity in an evolving role in a growing organization. Ability to multi-task, change direction and prioritize is a must

Strategic thinking and critical reasoning skills

Ability to develop strong relationships across all levels of First Command and with business partner representatives

Understand the components of a product management ecosystem to define the platform, products and solutions, the value proposition, competitive positioning, and business cases that drive support for ongoing investments for growth

Preferred

MBA or Masters Degree preferred

Experience developing product sales and service delivery training preferred

Experience with Pershing NetX360, Envestnet, and other industry platforms

Advanced professional qualifications preferred (CFA, CIMA, CFP, CLU, etc.)

Company

First Command Financial Services, Inc.

Glassdoor4.3

First Command Financial Services, Inc. coaches our Nation’s military families in their pursuit of financial security.

Founded in 1958

Fort Worth, Texas, USA

501-1000 employees

http://www.firstcommand.com

H1B Sponsorship

First Command Financial Services, Inc. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (13)

2024 (13)

2023 (10)

2022 (9)

2021 (9)

2020 (6)