The Associate Product Manager will be an integral part of the team, driving efforts with market insight, competitive positioning, product lifecycle management,

Host weekly planning/ accountability calls with clients, help deploy Strategic Coach methods, oversee work of their teammates including process audits, submits

Implement accreditation/re-accreditation and state QRIS standards, including exercising judgment to ensure proper alignment and opportunity for continual growth

And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Performs other duties as needed to include: assisting with disaster calls, fire calls, and bomb threats according to policy;