Product Manager

Inclusively is partnering with a financial services company to hire an Associate Product Manager-Cash and Banking. **Please note: this role is NOT an internal position with Inclusively but with the partner company.**

ABOUT INCLUSIVELY:Inclusively is a digital tech platform that connects candidates with disabilities, who may benefit from workplace accommodations, to inclusive employers. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD). Applicants with one or more of these conditions are encouraged to apply; Inclusively does not require applicants to disclose their specific disability.

Team Overview:The Banking Business Unit (BBU) in our Wealth Management Advice and Solutions (WMAS) division is responsible for developing and delivering the APPS (advice, planning, products, and services) and related strategy that help branch teams and clients with clients' saving, spending, and borrowing needs.

The Cash Sweep team within the BBU is responsible for the firm's cash sweep products and interest paid on un-swept cash balances. Collectively, these cash sweep products impact all clients and branch teams and provide significant value for clients, branch teams, and the firm. The Cash Sweep team works closely with internal Treasury, Operations, Sourcing, Legal, and Compliance stakeholders as well as external program vendors and partners in the management of the firm's proprietary cash products and the development of the cash product strategic roadmap to support the continued growth and impact of these cash products at the firm.

The Cash Sweep team is seeking an Associate Product Manager to support the team's current proprietary cash products and future strategic cash initiatives.

What You Will Do:Collaborate with team members to support the development and execution of the firm's cash sweep strategy to ensure branch teams have quality products and support needed to help clients achieve their financial goals.Support the development and management of innovative cash products that align with firm advice and guidance in collaboration with a cross-divisional set of internal stakeholders and external vendors and partners.Gather data and insights and conduct analysis of moderate complexity that inform product strategy and development.Support the orchestration and adoption of the product line, which includes ensuring roadmaps for training, positioning, marketing, and product lifecycle with internal stakeholders.Responsible for cash product partner/vendor relationships of moderate size, complexity, and impact in order to: Manage and maintain their portfolio of products including influencing recommendations to add /remove / change products or product partners as needed,Help shape and execute business plans that align with firm strategic direction,Ensure that product literature and wholesaling support is effective (quantity and quality), aligned with key firm messages and compliant,Collaborate on the design and development of integrated platforms, systems, tools and processes that create a better client and branch team experience,Resolve moderately complex / broad product partner issues as escalated,Interface with product partner peer contacts (Eg. relationship managers, product analysts, divisional sales managers, and operational managers)Serve as a subject matter expert for cash products offered at the firm, including communication of foundational knowledge of proprietary and non-proprietary product features, benefits, pricing, etc. and their relative positioning in the marketplace to clients, branch teams, and firm stakeholders.Support broad division, firm or industry initiatives and events as needed to represent the product line in alignment with firm strategy (Eg. cross divisional-projects, internal committees, product partner events, regional events, industry groups, etc.)Support BBU-specific initiatives, events, roles, and structure on an ad-hoc and recurring basis as needed.

What Experience You NeedBachelor's degree required with preferred discipline of business, finance, economics, accounting, math, or similar focus.Obtain the SIE, Series 7, and Series 66 licenses within 12 months of hire.3+ years of financial services, product management, or consulting experience.

What Could Set You Apart:Reporting, data querying, and/or financial modeling experienceProgress towards advanced degree, such as an MBAProgress towards relevant industry designation(s) preferred (CFA, CFP, CTP, etc.)