✦ Luna Orbit — Product Management

Associate Product Manager, Wealth Management Solutions

at Jones Financial (Edward Jones)

📍 Tempe, AZ Unknown Posted March 28, 2026
Type Not Specified
Experience mid
Exp. Years 3+ years
Education Bachelor's degree required
Category Product Management

Seeking an associate product manager to shape and execute the firm's investment advisory product strategy, collaborating with cross-functional teams to deliver high-quality financial solutions.

  • Develop investment advisory strategies
  • Manage product portfolios
  • Collaborate with teams
  • Conduct market research
  • Ensure compliance

Role involves developing and managing investment advisory products, analyzing market data, and working with stakeholders to enhance client offerings within a financial services environment.

The ideal candidate is an experienced product manager with 3+ years in financial services, specializing in investment advisory products. They possess strong analytical skills, stakeholder collaboration, and strategic thinking to develop and execute effective investment solutions.

Experience in product managementKnowledge of investment advisory productsAnalysis skillsStakeholder collaboration
MBACFACFPCIMAExperience with investment advisoryMarket researchProduct development
Product management toolsFinancial systemsData analysis tools
Investment AdvisoryProduct StrategyFinancial ProductsData AnalysisStakeholder CollaborationMarket ResearchProduct DevelopmentClient Support
Investment AdvisoryProduct StrategyFinancial ProductsData AnalysisStakeholder CollaborationMarket ResearchProduct DevelopmentClient Support
LeadershipCommunicationStrategic ThinkingCollaborationProblem-solving

Required

MBACFACFPCIMA
Industry Financial Services
Job Function Investment advisory product management
Role Subtype Product Manager
Associate Product ManagerInvestment AdvisoryProduct StrategyFinancial ProductsData AnalysisStakeholder CollaborationMarket ResearchProduct DevelopmentClient SupportFinancial ServicesTempeAZMid-levelInvestment solutionsFinancial industryProduct managementAnalysisTeam collaborationClient advisoryinvestment advisoryproduct strategyfinancial productsdata analysisstakeholder collaborationmarket researchproduct developmentclient supportfinancial servicesproduct management

No experience in product management, Lack of knowledge of investment advisory products, No analysis or stakeholder collaboration skills, No relevant certifications

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