Product Manager

Job Overview:

Search Solution Group is seeking a Product Manager on behalf of our client, a firm specializing in designing, managing, and advising on retirement plans for small and medium-sized businesses. This role focuses on new product development, innovation, and early-stage concept creation within wealth and retirement solutions. The Product Manager will lead discovery, ideation, and validation of new offerings, working cross-functionally to evaluate vendors, develop business cases, and bring new concepts to market in a fast-paced, evolving environment.

Key Responsibilities:

Lead discovery, ideation, and early-stage development of new products and services targeting small to medium-sized business owners and affluent employees.

Conduct market and consumer research to identify trends, unmet needs, and new product opportunities.

Develop business cases, prototypes, and pilot programs for new product concepts.

Identify net-new wealth and retirement product opportunities.

Evaluate third-party vendors and software solutions for licensing and integration.

Compare vendor capabilities against business and regulatory requirements.

Present recommendations and findings to senior leadership.

Partner with legal and compliance teams to finalize contracts and agreements.

Track project progress, outcomes, and success metrics for new product initiatives.

Collaborate cross-functionally with operations, legal, and technology teams to execute product strategy.

Measure performance of pilots and refine offerings based on data and feedback.

Work within a highly dynamic environment with shifting priorities and evolving strategy.

Requirements Include:

Education:

Bachelor’s degree required.

Advanced degrees in Business, Finance, or related field preferred.

Experience:

5+ years of experience in product management, innovation, strategy, or related roles.

2+ years of experience in financial services, retirement planning, wealth management, or regulated industries preferred.

Experience working on new product development or early-stage product creation strongly preferred.

Skills:

Strong product management and innovation skills with experience in early-stage ideation.

Ability to conduct market research and translate insights into actionable product strategies.

Experience evaluating and selecting third-party vendors and software platforms.

Strong business case development and presentation skills.

Familiarity with digital platforms and financial or wealth management systems.

Strong analytical and decision-making skills.

Excellent communication and cross-functional collaboration abilities.

Certifications:

CFP®, CFA, Series 65, AIPMM, or Pragmatic Institute certifications are preferred but not required.

Additional innovation or design thinking certifications (e.g., IDEO-related training) are a plus.

Knowledge:

Understanding of retirement planning and wealth management products.

Familiarity with regulated financial services environments.

Knowledge of software licensing models and vendor evaluation processes.

Awareness of digital product ecosystems and financial technology platforms.

Understanding of product lifecycle management and innovation frameworks.

Key Competencies:

Strong ability to operate in ambiguity and build structure in new, undefined roles.

Strategic thinker with strong execution and follow-through capabilities.

Highly analytical with a data-driven approach to decision-making.

Strong communicator with ability to influence senior leadership.

Comfortable working in fast-paced, evolving environments with shifting priorities.

Entrepreneurial mindset with a focus on innovation and experimentation.

Strong collaboration skills across legal, compliance, and technical teams.

Results-oriented with ability to measure and optimize outcomes.

How to Apply:

To apply for this position, please click the "Apply" button at the top right of your screen. Alternatively, you can email your application to info@ssgresume.com. Please ensure to include your resume and any other relevant documents or information that showcase your qualifications and suitability for the role. We appreciate your interest in joining our team and look forward to reviewing your application.

Company Overview:

Company Industry: Financial Services

Location: Plano, Texas

Equal Opportunity Employer Statement:

Search Solution Group is an Equal Opportunity Employer committed to fostering an inclusive workplace where diversity is valued and respected. We do not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status in our hiring process or employment practices. We believe that a diverse workforce brings unique perspectives and strengths, driving innovation and growth. All employment decisions are based on qualifications, merit, and business needs. We welcome applicants from all backgrounds to apply and contribute to our team.

Disclaimer:

Please note that the job description provided is not exhaustive and is subject to change. Additional duties may be assigned as needed to meet the evolving needs of the organization and to ensure the successful completion of projects and objectives.