Benefits:

Competitive salary

Opportunity for advancement

Training & development

Product Manager (Model Marketplace / Proposal Generation / Managed Accounts) Location: Texas – Remote (within TX)

What we offer

Fully remote engagement with clear delivery ownership

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 Model Marketplace, Investment Proposal Generation, and Managed Accounts solutions. You will partner with engineering, QA, and cross-functional stakeholders to define requirements, manage priorities, and deliver product enhancements. Wealth management technology experience is preferred—especially model construction, outsourced trading, and proposal workflows. Exposure to rebalancing and trading solutions is a plus.

Responsibilities

Define product scope and write detailed system requirements for engineering and QA.

Design enhancements across data models, business logic, and access controls.

Own backlog prioritization, phasing, and delivery coordination.

Support rollout readiness with product management, sales, marketing, and service teams.

Drive clarity through strong communication, structured problem-solving, and stakeholder alignment.

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, delivery, ownership, and communication

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

This is a remote position.