Benefits:

Competitive salary

Opportunity for advancement

Training & development

Product Manager (Model Marketplace / Proposal Generation / Managed Accounts)

Location: Jacksonville, FL – Hybrid (onsite + remote)

What we offer

Hybrid work model for Jacksonville-based team alignment

Structured onboarding and hands-on, team-based training

Professional development support and learning resources

Role Overview

We are hiring a Mid-to-Senior Product Manager to support and enhance Model Marketplace, Investment Proposal Generation, and Managed Accounts solutions. You will partner with leadership, engineering, QA, and go-to-market teams to deliver product improvements that elevate usability and platform value. Experience in wealth management technology is strongly preferred, including model construction, outsourced trading, and proposal workflows. Exposure to rebalancing and trading solutions is a plus.

Responsibilities

Collaborate with leaders and cross-functional teams to define product outcomes and requirements.

Produce clear, testable system requirements for engineering and QA execution.

Define enhancements across data models, business logic, and access permissions/roles.

Manage delivery phasing, sprint readiness, and backlog prioritization.

Coordinate release readiness with product management, sales, marketing, and service teams.

Communicate decisions, risks, and dependencies clearly across stakeholders.

Requirements

Wealth management/investment solutions experience preferred

Familiarity with managed accounts, model marketplaces, proposal tools, model construction, and outsourced trading

Plus: rebalancing and trading platform exposure

Strong product management skills (discovery, prioritization, requirements)

Excellent written/verbal communication and problem-solving

Bachelor’s degree in Finance, Engineering, related field, or equivalent experience.

Flexible work from home options available.