Equitable · 2 weeks ago
Digital Product Management Director, Wealth Management (HYBRID or REMOTE)
United States
Full-time
Remote
Director/Executive
$281K/yr - $321K/yr
10+ years expEquitable is a company focused on helping clients secure their financial well-being. They are seeking a Digital Product Management Director to lead the strategy and delivery of digital experiences that enhance financial planning and client engagement across their digital platforms.
BankingConsultingFinanceFinancial Services
No H1B
Responsibilities
Lead the design and delivery of client-facing digital experiences—including mobile applications and web platforms—that bring financial planning and wellness to life, ensuring intuitive, high-quality client journeys across the full advisor and client lifecycle
Own the end-to-end client experience, translating client needs, expectations, and business strategy into scalable, mobile-first solutions that deliver on client promises and support financial planning, financial health, and long-term well-being
Drive AI and data integration across the platform, embedding intelligent, personalized capabilities and connected data flows that anticipate client needs, elevate engagement, and enable advisors to deliver proactive, tailored advice
Leverage metrics, analytics, and client insights to drive outcomes, defining and tracking KPIs (engagement, adoption, satisfaction, retention) to measure experience quality, validate that client expectations are met, and continuously optimize the roadmap
Apply deep industry knowledge and competitive intelligence, benchmarking against leading wealth management and fintech peers to inform product strategy, partner selection, and roadmap prioritization, ensuring our client experience reflects best-in-class standards
Manage in-house teams and third-party suppliers, overseeing mobile and platform integrations, feature delivery, and operational execution to ensure solutions are reliable, compliant, and aligned with enterprise standards and client commitments
Qualification
Required
10+ years of Product management experience marked by progressively increasing responsibilities and continuous career advancement
Proven success in team leadership and people management
Product Management experience within the financial services, investment or wealth management industries
Strong financial literacy and planning competency, with the ability to synthesize information, identify opportunities for improvement, and translate insights into actionable recommendations
Demonstrated expertise in technology, digital platforms, and emerging AI‑enabled tools, particularly how they can enhance productivity, advisor effectiveness, and client experiences
Prior direct experience partnering with Cyber, Fraud, Privacy, Marketing and Sales to deliver high traffic solutions across public and authenticated domains
Excellent communication and collaboration skills, with the ability to work effectively across cross‑functional teams
An organized, detail‑oriented mindset, capable of managing multiple workstreams, supporting execution against deadlines, and contributing to readiness initiatives
Curiosity and a learning‑oriented approach, with a willingness to ask questions, challenge assumptions, and continuously improve workflows, processes, and standard operating procedures
Preferred
CFP, advanced planning designations, or sales experience, a plus
Key understanding of Client and Advisor Journeys across lifecycle and memorable moments
Analytical and critical thinking skills, with the ability to evaluate data, processes, and tools to identify insights, risks, and opportunities for improvement
Strong written and verbal communication skills, enabling clear documentation of findings and effective collaboration with functional stakeholders
Technical and digital fluency, including comfort with core productivity tools and the ability to quickly learn new systems, platforms, and AI‑enabled technologies
Program coordination and execution skills, with the ability to prioritize tasks, manage details, and support multiple initiatives in a fast‑paced, team‑oriented environment
Benefits
Base salary increases
Spot bonuses
Short-term incentive compensation opportunities
Medical
Dental
Vision
A 401(k) plan
Paid time off
Company
Equitable
Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Mark Pearson
CEO and President
Vincent Xuan
Head of Life Insurance & CEO of Equitable Financial Bermuda Re
Recent News
Hartford Business Journal
2026-08-05
Company data provided by crunchbase