✦ Luna Orbit — Product Management

Senior Product Manager - Managed Investments

at Jones Financial (Edward Jones)

📍 Tempe, AZ Hybrid Posted March 28, 2026
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Position Details

Type Not Specified
Experience mid
Exp. Years 3+ years
Education Not specified
Category Product Management

About this role

Seeking a mid-level product manager to oversee managed investment products, develop strategies, and collaborate with teams to improve client offerings in a financial services environment.

Key Responsibilities

  • Develop product strategies
  • Manage investment product portfolios
  • Collaborate with teams
  • Analyze market trends
  • Ensure compliance

Technical Overview

Role involves managing financial products such as mutual funds, ETFs, UITs, and 529 plans, with a focus on product strategy, analysis, and cross-functional collaboration.

Ideal Candidate

The ideal candidate is a mid-level product manager with 3+ years of experience in financial services, specializing in managed investments and a strong understanding of mutual funds, ETFs, and related products. They excel in collaboration, analysis, and strategic planning within a client-focused environment.

Must-Have Skills

Experience with product managementKnowledge of financial productsCollaboration skillsAnalysis skills

Nice-to-Have Skills

Experience with managed investmentsExperience with mutual fundsETFsUITsKnowledge of 529 plansMoney Market FundsExperience with product strategyRelationship management

Tools & Platforms

Product management toolsFinancial systemsBusiness analysis tools

Required Skills

Product ManagementFinancial ProductsManaged InvestmentsMutual FundsETFsUITs529 plansMoney Market FundsBusiness AnalysisStrategic Planning

Hard Skills

Product ManagementFinancial ProductsManaged InvestmentsMutual FundsETFsUITs529 plansMoney Market FundsDonor Advised FundsBusiness AnalysisStrategic PlanningCollaborationAnalysis

Soft Skills

LeadershipCollaborationAnalysisCommunicationProblem-solving

Industry & Role

Industry Financial Services
Job Function Product management for managed investment solutions
Role Subtype Product Manager

Keywords for Your Resume

Product ManagerManaged InvestmentsMutual FundsETFsUITs529 plansMoney Market FundsProduct strategyFinancial productsCollaborationAnalysisFinancial servicesHybrid workClient supportBusiness analysisInvestment productsRelationship managementTeam collaborationFinancial industryproduct managementmanaged investmentsmutual fundsproduct strategyfinancial productscollaborationanalysis

Deal Breakers

Lack of product management experience, No knowledge of financial products, No experience with managed investments, No collaboration skills

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