Product Manager, Financial Planning Platforms
On-siteAlpharetta, Georgia, United States
Job Summary
Own the end-to-end product lifecycle for financial planning platforms, from discovery through implementation, deployment, adoption, and ongoing optimization. Define the product vision, strategy, and roadmap while partnering with stakeholders across Financial Planning, Advisory, Operations, Technology, and vendors to translate business needs into scalable solutions. Lead discovery sessions, requirements workshops, and working sessions to gather feedback, validate concepts, and drive decision-making. Manage platform budgets, vendor expenses, and related financial administration, including invoice approvals and cost allocation coordination. This role combines product management, business analysis, and project leadership responsibilities with a strong emphasis on platform innovation, emerging AI-enabled capabilities, and operational efficiency. The position supports Blue Trust's mission to help advisors deliver financial advice that integrates biblical wisdom and technical expertise.
Required Qualifications
- Bachelor's degree
- Degree in business administration, finance, accounting, financial planning, computer science, business analytics, or post-graduate degree
- Minimum of three to five (3-5) years' prior product management experience
Desired Qualifications
- Degree in business administration, finance, accounting, financial planning, computer science, business analytics, or post-graduate degree preferred
- Wide breadth of prior experience with various industry FinTech applications preferred
- Experience with Kanban, the Scaled Agile Framework, Agile, or Scrum processes is a plus
- Experience with Microsoft 365 suite (SharePoint, OneDrive, etc.) is a plus
- Experience with AI Agent Development Preferred
- Additional industry education and credentials are a plus, such as a Master of Financial Planning, MBA, or CPA
- Product Management and Agile certifications are preferred but not required
- Occasional travel (up to 10%) may be required, by air or other reasonable means of transportation
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