
501 - 1000 employees
Founded 1997
💸 Finance
🛡️ Insurance
💰 $736.3k Funding Round on 2022-02
Finance • Insurance
Wealth Enhancement Group is a financial services firm founded in 1997, dedicated to providing clients with comprehensive financial guidance. The firm focuses on reducing the stress of managing various aspects of clients’ financial lives by integrating services such as financial planning, investment management, tax strategies, risk management, insurance, estate planning, and retirement income planning. Utilizing a team approach, known as the Roundtable™, and a structured process called UniFi™, Wealth Enhancement Group aims to empower clients in making confident and informed financial decisions.
🔥 1 minute ago
🇺🇸 United States – Remote
💵 $110k - $120k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
⚒️ Technical Product Manager (TPM)
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501 - 1000 employees
Founded 1997
💸 Finance
🛡️ Insurance
💰 $736.3k Funding Round on 2022-02
Finance • Insurance
Wealth Enhancement Group is a financial services firm founded in 1997, dedicated to providing clients with comprehensive financial guidance. The firm focuses on reducing the stress of managing various aspects of clients’ financial lives by integrating services such as financial planning, investment management, tax strategies, risk management, insurance, estate planning, and retirement income planning. Utilizing a team approach, known as the Roundtable™, and a structured process called UniFi™, Wealth Enhancement Group aims to empower clients in making confident and informed financial decisions.
• Own and maximize the value of technical services within the enterprise ecosystem • Own and prioritize the development backlog for assigned technical services or platform capabilities • Translate strategic initiatives and business requirements into defined development work with measurable acceptance criteria • Prioritize work based on business value, technical risk, regulatory requirements, and dependencies • Maintain backlog hygiene and ensure items are defined, estimated, and ready for development • Balance feature development, defect remediation, technical debt reduction, and continuous improvement • Own delivery from planning through completion, coordinating priorities, dependencies, risks, and stakeholder input • Clarify requirements and acceptance criteria throughout the delivery lifecycle • Accept or reject completed work based on acceptance criteria • Make timely scope and priority decisions to avoid delivery delays • Partner with Product Managers on tactical delivery and strategic roadmaps • Collaborate with business stakeholders to gather requirements and validate solutions • Work with Architecture and Shared Development teams on scalable, compliant solutions • Coordinate cross-team dependencies • Own defect triage and prioritization • Ensure root cause analysis for production issues • Prioritize remediation to maintain service reliability and performance • Reduce recurring defects and technical debt with engineering • Monitor emerging technologies, tools, and best practices • Improve automation, scalability, integration, and operational efficiency • Use metrics and stakeholder feedback to drive product enhancements • Improve backlog quality, delivery predictability, and team effectiveness • Communicate backlog priorities, sprint commitments, risks, and trade-offs • Align business expectations with technical delivery timelines • Serve as primary point of contact for product execution • Ensure compliance with federal, state, and local employment regulations • Monitor legislation and create or update company policies • Review and update the employee handbook annually and as needed • Develop internal communications and training programs on compliant employment practices • Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency • Validate AI outputs for accuracy, privacy, and business alignment • Identify and escalate inaccurate information, knowledge gaps, and digital-tool issues
• Bachelor's degree or equivalent demonstrated through work experience, training, military experience, or education • Experience in Financial Services or equivalent experience is strongly preferred • Minimum 5 years in Business Analyst, Development, Product Owner, Product Manager roles or other related technology experience • Minimum 2 years’ experience with Agile Development • Superior verbal and written communication skills • Proficient with Microsoft Office Suite or related software • Familiarity with Salesforce, Orion, Tamarac, or similar platforms • Demonstrated ability to effectively use AI tools and technologies in daily work tasks • Understanding of how to craft effective prompts and evaluate AI-generated content for accuracy and appropriateness • Ability to integrate AI tools to enhance productivity while maintaining quality standards • Comfort with learning new AI applications and understanding their appropriate use cases and limitations • Continued learning and adaptation to new AI tools and methodologies • Ability to comply with federal, state and local employment regulations • Ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems
• Training and professional development • Medical, dental and vision coverage for full-time employees and their families • Health Savings Account (HSA) with employer contribution • Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave • Reimbursement for tuition, licensing, and other credentials after meeting service requirements • Remote position
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