Wealth Enhancement Group · 5 hours ago
Product Manager (Remote Work Opportunity)
United States
Full-time
Remote
Mid, Senior Level
$110K/yr - $140K/yr
5+ years exp
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Responsibilities
Builds consensus with senior leadership regarding the strategy for the product; develops and communicates a clear strategic vision; creates the product roadmap, features, and user stories at a detailed level
Evaluate and document business process and technology solutions to complex business problems
Translates product roadmap features into well-defined product requirements including features, user stories, and acceptance test criteria
Conduct stakeholder interviews to understand requirements
Reduce cycle time to delivery and improve cost to value for development activities
Lead deployment activities to drive understanding and adoption of solutions
Monitor product performance post-launch, analyzing key metrics and KPIs to assess success and identify areas for improvement
Lead agile ceremonies such as sprint planning, scrum, demos, and retrospectives
Drive cultural change by championing an agile mindset
Evaluate and provide feedback on agile adoption within the team and organization
Facilitate cross-functional communication to eliminate knowledge gaps
Mentor members of product team
Build relationships with stakeholders from business lines; Advisor Teams, Advisor Services, Advisor Team Operations, Operations, Central Services, and Back Office Teams.
Partner Executive Leadership Team to prioritize the needs of our end users while creating a cohesive strategy for our suite of technology solutions.
Partner with LOB Managers to improve operational processes and improve end user experience with enterprise employee support
Collaborate with business subject matter experts and develop scope and business clarity necessary to deliver on strategic outcomes
Improve end user satisfaction with employee support tools and support operations.
Qualification
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Required
Bachelor's Degree in business; finance, economics, technology or related
5+ years in Financial Services or equivalent experience
Salesforce experience required
Superior verbal and written communication skills
Proficient with Microsoft Office Suite or related software
Preferred
7+ years BA, Development, or other related technology experience preferred
Experience with Agile development preferred
Familiarity with Jira preferred
Benefits
Training and professional development
Medical, dental and vision coverage
401k – with match and profit sharing
Health care spending and savings accounts
Dependent care and transit spending accounts
Wellness programs and resources
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability – employer paid
Employee assistance plan
Accident and critical illness
Pet insurance
Identity theft
Paid Time Off
12 paid holidays each year
Paid parental leave and paid caregiver leave
Tuition reimbursement
Company
Wealth Enhancement Group
Wealth Enhancement Group offers customized financial planning and investment management services.
501-1,000 employees
Funding
Current Stage
Late StageTotal Funding
$2.51MKey Investors
Onex
2022-02-24Undisclosed· $0.74M
2022-01-12Undisclosed· $0.2M
2021-08-24Private Equity· undefined
Leadership Team
Kelly Windorski
Chief Financial Officer
Terri Kallsen
Chief Operating Officer
Recent News
2024-05-31
2024-05-04
Coverager - Insurance news and insights
2023-12-23
Company data provided by crunchbase
