About this role
Product Manager, Wealth Management at Godirect. Location: Boston or Hartford. Role: Leading product development, Collaborating with advisor distribution teams, Training field personnel and advisors Requirements: Bachelor’s degree in business or equivalent; Series 7 and 24 licenses required; CFA/CFP preferred; 6+ years in wealth management product development or advisor-focused roles. Category: Product Management Seniority: Mid Level Tools: CRM systems, Wealth management platforms, Advisor technology platforms, IT development methodologies (Waterfall and Agile) Certifications: series 7, series 24, cfa, cfp Commitment: Full Time Workplace: Onsite Languages: English