Dual Sales Manager
SpringHill Suites McKinney, Mckinney, TX, United States
Our client is expanding into Wealth Management and looking for their first Product Manager in this space. You'll lead early-stage innovation, researching, ideating, testing, and launching new products for small business owners and their employees. This is a hands‑on, high‑impact role with clear growth potential as the team scales.
This full‑time Wealth Innovation Product Manager will work on‑site in Plano, with 35 remote days.
SALARY OFFERED Innovation Level - $154K - $180K OTE
WHAT OUR CLIENT OFFERS
100% paid medical, dental, and vision premiums for you and your qualifying dependents
A 50% 401(K) match, up to the IRS maximum
20 days of PTO*, plus 10 paid holidays
Family Support programs, including 8 weeks of Paid Primary Caregiver leave, adoption assistance, and back‑up childcare
WHAT YOU'LL DO
Lead discovery and design for wealth products targeting SMB clients
Research market trends, client needs, and competitive solutions
Generate and test new product ideas (think digital advice, financial planning, etc.)
Write business cases and briefs (no endless slide decks here)
Run pilots, experiments, and validate ROI
Collaborate across marketing, ops, legal, and compliance
Present findings and strategy to senior executives
WHAT YOU'LL BRING
5+ years in product, innovation, or strategy roles
2+ years of experience in financial services or other regulated industries
Experience building new products (not just features); leading discovery and prototyping
Strong writer and communicator – especially with execs
Worked with or for small businesses or clients
Skilled in frameworks like Jobs‑To‑Be‑Done
Organized, analytical, and hands‑on across multiple projects
Preferred:
Wealth management, retirement, or insurance experience
Built business cases or pro forma P&Ls
Product certification (e.g., Pragmatic, AIPMM)
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This full‑time Wealth Innovation Product Manager will work on‑site in Plano, with 35 remote days.
SALARY OFFERED Innovation Level - $154K - $180K OTE
WHAT OUR CLIENT OFFERS
100% paid medical, dental, and vision premiums for you and your qualifying dependents
A 50% 401(K) match, up to the IRS maximum
20 days of PTO*, plus 10 paid holidays
Family Support programs, including 8 weeks of Paid Primary Caregiver leave, adoption assistance, and back‑up childcare
WHAT YOU'LL DO
Lead discovery and design for wealth products targeting SMB clients
Research market trends, client needs, and competitive solutions
Generate and test new product ideas (think digital advice, financial planning, etc.)
Write business cases and briefs (no endless slide decks here)
Run pilots, experiments, and validate ROI
Collaborate across marketing, ops, legal, and compliance
Present findings and strategy to senior executives
WHAT YOU'LL BRING
5+ years in product, innovation, or strategy roles
2+ years of experience in financial services or other regulated industries
Experience building new products (not just features); leading discovery and prototyping
Strong writer and communicator – especially with execs
Worked with or for small businesses or clients
Skilled in frameworks like Jobs‑To‑Be‑Done
Organized, analytical, and hands‑on across multiple projects
Preferred:
Wealth management, retirement, or insurance experience
Built business cases or pro forma P&Ls
Product certification (e.g., Pragmatic, AIPMM)
#J-18808-Ljbffr