Retirement Innovation Product Manager

Plano, Texas, United StatesHybridFull Time$154,000–$180,000 /yrPosted 2 months agoVisa sponsorship available

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Role summary

We are seeking a Retirement Innovation Product Manager to lead the discovery, ideation, and development of new digital and non-digital products and services within the retirement sector. This role will focus on identifying unmet needs for small and medium-sized business owners and their employees, researching market trends, evaluating new technologies, and designing innovative solutions. The Product Manager will structure innovation by testing ideas, leading pilot programs, and preparing promising concepts for broader market launch. This is a direct-hire, on-site position in Plano, TX, with the flexibility of 75 remote days per year.

We’re seeking a Retirement Innovation Product Manager to lead discovery, ideation, and development of new digital and non-digital products and services in the retirement space. This role will focus on identifying unmet needs among owners and affluent employees of small and medium-sized businesses, researching market trends, evaluating new technologies, and designing forward-thinking solutions. Working cross-functionally, you’ll bring structure to innovation by testing ideas, leading pilots, and preparing high-potential concepts for broader launch.
This is a direct-hire, on-site role in Plano, TX, with 75 remote days per year.

COMP:
$154K-$180K (Base + Bonus) depending on candidates' experience, etc.

WHAT OUR CLIENT OFFERS:

100% paid medical, dental, and vision premiums for you and your qualifying dependents
A 50% 401(K) match, up to the IRS maximum
20 days of PTO\*, plus 10 paid holidays
Family Support programs, including 8 weeks of Paid Primary Caregiver leave, adoption assistance, and back-up childcare

WHAT YOU’LL DO:

Research emerging trends, client needs, and competitive innovations across the retirement space
Identify opportunities to better serve small business owners and employees
Generate, validate, and prioritize new product concepts aligned with company growth goals
Develop product briefs, market analyses, and business cases for new offerings
Collaborate with internal teams to design, prototype, and test early-stage solutions
Lead pilots to assess product-market fit, feasibility, and ROI
Partner with client acquisition, operations, legal, and compliance to evaluate readiness and risk
Contribute to the long-term innovation product roadmap with senior leadership

WHAT YOU’LL BRING:

Bachelor’s degree required; advanced degree or certifications preferred
5+ years of experience in product management, strategy, or innovation roles
2+ years of experience in the financial services or fintech industry strongly preferred
Strong working knowledge of modern product management frameworks
Demonstrated success working with SMB clients or in small business environments strongly preferred
Strong foundation in customer research, prototyping, and early-stage development
Exceptional written and verbal communication skills with executive presence
Analytical thinker with the ability to evaluate product-market fit and ROI
Familiarity with digital advice platforms, financial planning tools, or RIA tech stacks is a plus

APPLY TODAY! CP # 8524

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