Product Manager, Wealth Management

Dallas, TX · 1 week ago

About the job

POS ITION SUMMARY Integrity Wealth is seeking Products Consultants to help advisors get full value from the firm's open-architecture shelf. Consultants run product comparisons for prospective advisors, coach producing advisors on product mix — advisory conversion, alternatives, insurance and annuity flow — and channel advisor feedback into shelf strategy, converting platform breadth into advisor and firm economics. KEY RESPONSIBILITIES • Run shelf-curation deep dives with prospects, including like-for-like product comparisons. • Coach producing advisors on product mix: advisory conversion, alternatives, and annuity and insurance flow. • Support recurring product shelf reviews and channel...