Job Description

We’re seeking a Retirement Innovation Product Manager to lead discovery, ideation, and development of new digital and non-digital products and services in the retirement space. This role will focus on identifying unmet needs among owners and affluent employees of small and medium-sized businesses, researching market trends, evaluating new technologies, and designing forward-thinking solutions. Working cross-functionally, you’ll bring structure to innovation by testing ideas, leading pilots, and preparing high-potential concepts for broader launch. This is a direct-hire, on-site role in Plano, TX, with 75 remote days per year.

COMP: $154K-$180K (Base + Bonus) depending on candidates' experience, etc.

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:

• Research emerging trends, client needs, and competitive innovations across the retirement space
• Identify opportunities to better serve small business owners and employees
• Generate, validate, and prioritize new product concepts aligned with company growth goals
• Develop product briefs, market analyses, and business cases for new offerings
• Collaborate with internal teams to design, prototype, and test early-stage solutions
• Lead pilots to assess product-market fit, feasibility, and ROI
• Partner with client acquisition, operations, legal, and compliance to evaluate readiness and risk
• Contribute to the long-term innovation product roadmap with senior leadership

WHAT YOU’LL BRING:

• Bachelor’s degree required; advanced degree or certifications preferred
• 5+ years of experience in product management, strategy, or innovation roles
• 2+ years of experience in the financial services or fintech industry strongly preferred
• Strong working knowledge of modern product management frameworks
• Demonstrated success working with SMB clients or in small business environments strongly preferred
• Strong foundation in customer research, prototyping, and early-stage development
• Exceptional written and verbal communication skills with executive presence
• Analytical thinker with the ability to evaluate product-market fit and ROI
• Familiarity with digital advice platforms, financial planning tools, or RIA tech stacks is a plus

APPLY TODAY! CP # 8524

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