PanAgora Asset Management · 8 hours ago
VP Personal Wealth Product Solutions
United States
Full-time
Remote
Senior Level, Lead/Staff
$187K/yr - $271K/yr
10+ years expPanAgora Asset Management is a company dedicated to transforming financial lives through a flexible work environment and a commitment to well-being. As a Vice President of Personal Wealth Product Solutions, you will lead the design and evolution of wealth management offerings, ensuring alignment with market insights and customer needs.
FinanceFinancial Services
Responsibilities
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
Qualification
Required
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
Preferred
MBA, CFA, or equivalent advanced education
Experience leading enterprise-level product portfolios
Background shaping product strategy in large-scale wealth organizations
Success building and managing third-party partnerships
Strong client-facing presence and experience supporting growth initiatives
Benefits
Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
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.
Company
PanAgora Asset Management
PanAgora Asset Management is a quantitative investment manager whose proprietary approach is designed to capitalize on inefficiencies across market cycles and to deliver relative and absolute returns through distinct and innovative equity, multi-asset and risk premia strategies.
51-200 employees
H1B Sponsorship
PanAgora Asset Management 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 (6)
2024 (1)
2023 (1)
2022 (5)
2021 (1)
Funding
Current Stage
Growth StageLeadership Team
Eric Hevering Sorensen
CEO
Recent News
2025-10-31
2025-08-14
2025-07-04
Company data provided by crunchbase