Product Line Manager-Wealth Management

As a Product Line Manager, you will play a pivotal role in shaping our innovative product solutions that directly impact the lives of our members. You will drive the product roadmap for your product line by collaborating with internal stakeholders and external partners. Positioned uniquely within the organization, you will have the opportunity to drive change, develop innovative products, and enhance both member and employee experiences within your assigned area of focus.

Duties and Responsibilities Include:    

Leverage Data to Understand Voice of Market, Voice of Business

• Develop a deep understanding of member needs, propensities, expectations, and trends utilizing both quantitative and qualitative research.
• Promote a culture of collaboration and data-driven decisions.
• Stay current on market trends, competitor analysis, regulatory changes, and industry benchmarks.
• Partner with all areas of the credit union to explore, develop, and implement new products and experiences.
• Work cross-functionally with business leaders, marketing, IT, and risk on go-to-market strategies, product campaigns and promotions, and target audience & product outreach.
• Identify members’ and future members’ needs.
• Develop and maintain systems to continuously collect and incorporate community feedback into product ideation, development, and enhancement.
• Conduct regular community outreach through surveys, focus groups, and community partnerships to gather insights and ensure inclusiveness in product offerings.

Translate Needs into New Product Opportunities

• Lead the ideation and articulation of innovative products that align with company goals and member needs.
• Lead channel product strategy, roadmap, and prioritization to drive business and member value.
• Collaborate with cross-functional teams (including marketing, lending, and support services) to ensure seamless product development from ideation to launch.

Manage Profitability of Existing Portfolio

• Monitor market trends, competitor trends, and evolving user preferences to ensure products remain competitive and adaptable.
• Drive improvements in existing products and experiences or retire products and experiences as the credit union deems necessary.
• Conduct ongoing product evaluations and performance assessments to ensure products are meeting business objectives and user expectations.
• Analyze product performance data, user feedback, and market trends to measure product success and identify areas for improvement.
• Develop reports and presentations for leadership, highlighting key performance metrics and actionable insights for future product iterations.
• Identify opportunities for product improvement and propose actionable solutions that enhance product functionality and user satisfaction.
• Collaborate with data and analytics teams to measure and monitor key performance indicators (KPIs) and user metrics.

Qualifications:

Bachelor’s degree is required with a degree in Business, Marketing, Finance, Product Management, Project Management or related field. 4 to 6 years of experience required with product management, financial services, project management, or innovation roles. Expertise in product performance analysis and the ability to assess effectiveness. Strong understanding of Product Lifecyle Process. Excellent communication and presentation skills, with the ability to translate complex data and insights into actionable strategies and translate ambiguity into innovation. Effectively adjusts to changing and evolving priorities and expectations. Demonstrates decisiveness, integrity, flexibility, and critical thinking that advances team, department, and organizational success.

Performance Standard:

A demonstrated cooperative and positive attitude toward members and other Credit Union staff. Dedicated to serving our internal team members and holding team accountable for the Credit Union’s service standard. Be able to diagnose and solve complex problems. Professional appearance, and dependable with attendance, quality, and quantity of work performed. Must comply with the Bank Secrecy Act and USA Patriot Act as implemented by ICCU.

Physical Requirements:

• Perform tasks requiring manual dexterity (processing paperwork, filing, stapling, sorting, collating, typing, counting cash, etc.).
• Sit for extended periods of time.
• Lift 20-40 pounds of applicable supplies including but not limited to copy paper, cash drawers, marketing material, etc.
• Repetitive motion using wrists, hands, and fingers.
• Reach keyboards.
• Ability to operate basic office machines (calculator, computer, telephone, copy machine, fax machine, etc.).

This role offers benefits, including:

• Competitive Pay
• Medical, Dental, & Vision Insurance
• Generous Paid Time Off
• Paid Holidays
• Matching 401K AND Pension
• Tuition Reimbursement
• Employee Assistance Program
• Employee Wellness Program
• Paid Group Life and Disability Insurance
• Awesome Culture
• And More

The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job.

Must be eligible for membership at ICCU to obtain employment.

ICCU is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other characteristics protected by law.