Product Manager, Wealth Management Platforms jobs in United States
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Voya Financial · 4 days ago

Product Manager, Wealth Management Platforms

Voya Financial is committed to transforming Wealth Management with innovative platforms. The Product Manager will own the platform roadmap, translating business strategy into actionable features while ensuring compliance and operational standards are met.

Financial Services
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H1B Sponsor Likelynote

Responsibilities

Own the roadmap – Define and maintain the multi-year platform development roadmap, balancing strategic priorities with near-term deliverables
Translate vision into features – Break down epics into actionable features and user stories with clear acceptance criteria; prioritize backlog based on business value and technical feasibility
Drive discovery & design – Lead workshops with advisors, operations, compliance, and tech teams to capture requirements and design intuitive workflows for onboarding, trading, reporting, and planning tools
Partner across teams – Collaborate with engineering, UX, data, and vendor partners (e.g., Orion, Salesforce FSC) to ensure timely delivery and alignment with Voya’s SDLC and Agile governance
Ensure compliance & resiliency – Embed FINRA/SEC and cybersecurity standards into feature design; support architecture reviews and change advisory processes
Measure impact – Define KPIs for adoption, NPS, and digital engagement; monitor performance and iterate based on analytics and advisor feedback

Qualification

Product managementAgile deliveryFinancial services experienceUser story writingStakeholder facilitationData-driven decision-makingAPIs understandingRegulatory complianceLearning agilityBusiness acumenTeam mentalityCustomer focusedCritical thinking

Required

5+ years in product management or business analysis within financial services, preferably wealth or retirement platforms
Agile delivery, backlog management, user story writing, stakeholder facilitation, and data-driven decision-making
Understanding of APIs, data models, and integration patterns; ability to partner effectively with engineers and architects
Familiarity with regulatory requirements impacting wealth platforms (FINRA, SEC, cybersecurity)
Bachelor's degree in Business, Technology, or related field

Preferred

Advanced degree or certifications (CSPO, SAFe)

Benefits

Health, dental, vision and life insurance plans
401(k) Savings plan – with generous company matching contributions (up to 6%)
Voya Retirement Plan – employer paid cash balance retirement plan (4%)
Tuition reimbursement up to $5,250/year
Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
Paid volunteer time — 40 hours per calendar year

Company

Voya Financial

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Voya Financial is a financial services company that specializes in the fields of retirement, investments, and insurance.

H1B Sponsorship

Voya Financial has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2024 (4)
2023 (2)
2022 (1)
2021 (5)
2020 (1)

Funding

Current Stage
Public Company
Total Funding
unknown
2018-06-01Acquired
2013-05-02IPO

Leadership Team

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Heather Lavallee
CEO
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Michael Katz
Executive Vice President, Chief Financial Officer
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Company data provided by crunchbase