Product Manager

Job Title: Product Manager
Location: Denver, CO/ Chicago, IL /Austin, TX
Duration: 12 Months

Job Description:
Clients Digital Wealth Product enterprise is responsible for leading digital disruption on behalf of investors and advisors. We want every interaction to be simple and easy. We collaborate with user experience and design, investment and technology partners across the enterprise to build experiences our users are passionate about. We are on a journey to build the future of financial services and transform the way we work to get there.

Your opportunity:

• The Digital Advice Offer Management Team defines the Client Intelligent Portfolios experience, driving growth and retention of clients in the Client Intelligent Portfolios and Client Intelligent Portfolios Premium offers and collaborating across teams in the execution and expansion of the product offering.
• Our purpose is to expand access to quality investment advice through scalable solutions, reaching a much wider range of investors than ever before.

The team focuses on:

• Strategy & Client Experience Driving the growth and retention of the Client Intelligent Portfolios and Client Intelligent Portfolios Premium offers, monitoring the automated investing competitive landscape and envisioning the future for our Client Intelligent Portfolios and Client Intelligent Portfolios Premium offers within the Client product suite and communicating with and driving education for current clients.
• Execution - Coordinate with business partners to execute on growth, retention and client/rep experience projects
• Analysis - Proactively analyze data to uncover insights that drive business value and impact;
• Partnership Working with our technology, product, field, investment, legal and marketing partners to drive growth, retention and support the daily operation of the offer.
  The Contractor will be a part of the Offer Management Team focused on Client Intelligent Portfolios and Client Intelligent Portfolios Premium responsible for:
• Understanding the offer client and rep experience with the ability to drive solutions for enhancements and pain points
• Drive regulatory communication process and identify pain points and solutions within the process. Support regulatory initiatives for SIP/P. Lead internal regulatory reporting and forums.
• Oversee the delivery of client regulatory communications and follow-ups as necessary
• Leading overall business and project planning for client and rep enhancements for the offer, partnering with Technology, Platform, Regulatory, Investment and Field Teams
• Maintaining and improving internal communications
• Serving as an SME for the offer across the organization
• Lead special projects for SIP and SIP Premium as needed, collaborating across the organization in driving results
• Advise on Remediation plans and client/field communications with partners

Additional Job Details

• Team is flexible on work location (Hybvrid) Devnver and Chicago and Austin house some team members/leaders What you re good at: Being part of a highly successful team, whose members can build strong partnerships, influence across all levels the organization, develop data driven recommendations and deliver positive business outcomes by collaborating across multiple teams.
• This role is for individuals with an action bias and the ability to overcome obstacles and execute on multiple projects simultaneously.
• This role will focus on continuous process improvement on the Client Intelligent Portfolios and Client Intelligent Portfolios Premium offers through a range of efforts including:
• Defining current-state processes across the offer to identify opportunities for improvement
• Plan for contingencies and business continuity while improving efficiency
• Coordinate responsibilities across cross-enterprise teams and functions
• Collaborating closely with key cross-functional partners to advance Offer Management and Digital Advice objectives, including Asset Management, Product, Technology, Marketing and Field Teams among others.
• Developing actionable and easy to understand solutions in addressing issues within the client and rep experience
• Maintaining regulatory compliance and processes in collaboration with partners
• Getting beyond the initial ask to understand the underlying business needs, critical path, and timeline surrounding key goals

What you have:

• You are a creative problem solver with a positive attitude who enjoys collaborating with and influencing individuals across an organization driving growth.
• The candidate thrives in a fast-paced, growth-oriented environment and possesses:
• Demonstrated experience in process mapping with a desire to improve client/rep experiences
• Ability to collaborate across multiple functional areas and implement solutions across functional areas with partnership from key stakeholders
• Excellent presentation, communication, and interpersonal skills
• Sharp analytical and problem-solving skills to deliver recommendations and drive to results
• Ability to develop multiple solutions to the same problem highlighting benefits and roadblocks for each
• Adaptability with a growth mindset who works well in and iterative environment and both seeks and welcomes feedback to improve deliverables
• A minimum of 5+ years in consulting, strategy, product development, or process improvement preferred, with a Bachelor s degree and validated experience managing complex projects required

About Us: Established in 2004, SPECTRAFORCE is one of the largest and fastest-growing diversity-owned staffing firms in the US. The growth of our company is a direct result of our global client service delivery model that is powered by our state-of-the-art A.I. proprietary talent acquisition platform, robust ISO 9001:2015/ISO 27001 certified processes, and strong and passionate client engaged teams. We have built our business by providing talent and project-based solutions, including Contingent, Permanent, and Statement of Work (SOW) services to over 140 clients in the US, Canada, Puerto Rico, Costa Rica, and India. Key industries that we service include Technology, Financial Services, Life Sciences, Healthcare, Telecom, Retail, Utilities and Transportation. SPECTRAFORCE is built on a concept of human connection, defined by our branding attitude of NEWJOBPHORIA , which is the excitement of bringing joy and freedom to the work lifestyle so our people and clients can reach their highest potential. Learn more at:

Benefits: SPECTRAFORCE offers ACA compliant health benefits as well as dental, vision, accident, critical illness, voluntary life, and hospital indemnity insurances to eligible employees. Additional benefits offered to eligible employees include commuter benefits, 401K plan with matching, and a referral bonus program. SPECTRAFORCE provides unpaid leave as well as paid sick leave when required by law.
Equal Opportunity Employer: SPECTRAFORCE is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, religion, color, sex, national origin, age, sexual orientation, gender identity, genetic information, disability or veteran status, or any other category protected by applicable federal, state, or local laws. Please contact Human Resources at if you require reasonable accommodation.

California Applicant Notice: SPECTRAFORCE is committed to complying with the California Privacy Rights Act ( CPRA ) effective January 1, 2023; and all data privacy laws in the jurisdictions in which it recruits and hires employees. A Notice to California Job Applicants Regarding the Collection of Personal Information can be located on our website. Applicants with disabilities may access this notice in an alternative format by contacting .

LA County, CA Applicant Notice: If you are selected for this position with SPECTRAFORCE, your offer is contingent upon the satisfactory completion of several requirements, including but not limited to, a criminal background check. We consider qualified applicants with arrest or conviction records for employment in accordance with all local ordinances and state laws, including the Los Angeles County Fair Chance Ordinance for Employers (FCO) and the California Fair Chance Act (FCA). The background check assessment will consider whether a criminal history could reasonably have a direct, adverse impact on the job-related safety, security, trust, regulatory compliance, or suitability for this role. Such findings may result in withdrawal of a conditional job offer.

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