Top 23 Wealth manager Jobs in Bethlehem, Pa

Product Owner - Wealth Management
Guardian Life Insurance Company —Bethlehem, PA
- $79,310 - $130,295 a year
- Email
- Mid-level
- Continuous improvement
- Product management
5d
Senior Product Owner, Wealth Management
Guardian Life Insurance Company —Bethlehem, PA
- $99,150 - $162,885 a year
- Email
- 5 years
- Product management
- US work authorization
Wealth Management Trainee (PA)
Bankers Life —Allentown, PA
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Financial Advisor Relationship Manager
CAPTRUST —Allentown, PA
- Full-time
- CPA
- Public speaking
- Mid-level
- Health savings account
- Disability insurance
Associate Wealth Advisor
Strategic Wealth Alliance Group —Allentown, PA
- $100,000 - $165,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
13d
Financial Advisor (Center Valley)
Vista Wealth Solutions —Center Valley, PA
- $80,000 - $220,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Disability insurance
- Health insurance
Quick Apply
9d
Financial Advisor Associate - Montgomeryville, PA
TD Bank —Bethlehem, PA
- $61,880 - $92,560 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
Financial Advisor (Allentown)
Vista Wealth Solutions —Allentown, PA
- $80,000 - $220,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Financial services
- Disability insurance
- Health insurance
Quick Apply
9d
Financial Planner
Vista Wealth Solutions —Allentown, PA
- $80,000 - $220,000 a year
- Mid-level
- Bachelor's degree
- 2 years
Quick Apply
5d
Financial Advisor - Montgomeryville, PA
TD Bank —Bethlehem, PA
- $72,280 - $108,160 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Doylestown, PA
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
Merrill Advisor Development Program - Financial Advisor: Eastern Pennsylvania Market
Bank of America —Allentown, PA
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
Senior Wealth Advisor
Citizens & Northern Bank —Doylestown, PA
- Public speaking
- Business development
- Bachelor's degree
- Health savings account
- Disability insurance
Associate Wealth Advisor
Citizens & Northern Bank —Doylestown, PA
- Finance
- Business development
- Presentation skills
- Health savings account
- Disability insurance
Financial Advisor
Citadel Federal Credit Union —Harleysville, PA
- Word processing
- Basic math
- Research
Financial Advisor - Doylestown, PA
TD Bank —Doylestown, PA
- $61,880 - $108,160 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off

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Senior Product Owner, Wealth Management
Guardian Life Insurance Company —Bethlehem, PA
A minimum of 5–7 years of experience in product management, product ownership, business transformation, technology delivery, or a related field.
$99,150 - $162,885 a year
Product Owner - Wealth Management
Guardian Life Insurance Company —Bethlehem, PA
A minimum of 4-6 years of experience in product management or a related field. Proven ability to develop and manage product backlogs, ensuring alignment with…
$79,310 - $130,295 a year
5d

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Product Owner - Wealth Management

Guardian Life Insurance Company -
Bethlehem, PA

Apply Now

Job Details

Full-time
$79,310 - $130,295 a year
5 days ago

Qualifications

System development product management
Defect resolution root cause analysis
Requirements specification
Requirements design
Agile scheduling
Collaboration with product development teams
Requirements analysis
Product backlog management
Requirements management
Agile software development
Root cause analysis
Project stakeholder communication
Product design documentation
Cross-functional communication
Agile planning

Full Job Description

As a Product Owner, Wealth Management you will be responsible for translating the product vision and strategy into actionable tasks, ensuring alignment with customer needs and organizational goals. The Product Owner role involves close collaboration with various stakeholders to clarify requirements, prioritize tasks, and maintain up-to-date product documentation. The Product Owner will track progress to ensure timely delivery, participate in Agile ceremonies, and continuously learn Agile product management practices under the guidance of a senior Product Owner.

You will

Develop and manage the product backlog, ensuring it aligns with the overall product vision and strategy
Collaborate with cross-functional teams to gather and refine requirements, ensuring they are well-documented and prioritized
Maintain clear and up-to-date product documentation, including user stories, acceptance criteria, and meeting notes
Monitor the progress of product development, ensuring that features are ready for sprints and delivery timelines are met
Participate in Agile ceremonies, contributing to the continuous improvement of Agile practices within the team
Work closely with stakeholders to ensure that the product meets customer needs and business objectives
Support the team in understanding and implementing Agile product management fundamentals and best practices
May lead projects or project steps within a broader project

Required Experience

A minimum of 4-6 years of experience in product management or a related field
Experience working in or supporting the wealth management industry
Proven ability to develop and manage product backlogs, ensuring alignment with product vision and strategy
Strong collaboration skills with cross-functional teams to gather and refine requirements.
Excellent documentation skills to maintain clear and up-to-date product documentation, including user stories and acceptance criteria
Familiarity with Agile methodologies and participation in Agile ceremonies
Strong communication skills to work closely with stakeholders and ensure the product meets customer needs and business objectives
Ability to support the team in understanding and implementing Agile product management fundamentals and best practices

Preferred Experience

Familiarity with wealth management platforms, financial planning platforms, portfolio management tools, or other wealth management technology solutions.
Understanding of RIAs or broker-dealer operations, and investment products.
Understanding of the advisor experience, including how advisors engage with clients, manage relationships, complete business processes, access data, and use technology to support growth and service.

Required Skills

Agile Facilitation
Product Document
Requirements Management
Root Cause Analysis (RCA)
Scrum (Agile)

Salary Range:

$79,310.00 - $130,295.00

The salary range reflected above is a good faith estimate of base pay for the primary location of the position. The salary for this position ultimately will be determined based on the education, experience, knowledge, and abilities of the successful candidate. In addition to salary, this role may also be eligible for annual, sales, or other incentive compensation.

Our Promise

At Guardian, you’ll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.

Inspire Well-Being

As part of Guardian’s Purpose – to inspire well-being – we are committed to offering contemporary, supportive, flexible, and inclusive benefits and resources to our colleagues. Explore our company benefits at www.guardianlife.com/careers/corporate/benefits. Benefits apply to full-time eligible employees. Interns are not eligible for most Company benefits.

Equal Employment Opportunity

Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.

Accommodations

Guardian is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. Guardian also provides reasonable accommodations to qualified job applicants (and employees) to accommodate the individual's known limitations related to pregnancy, childbirth, or related medical conditions, unless doing so would create an undue hardship. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected]. Please note: this resource is for accommodation requests only. For all other inquires related to your application and careers at Guardian, refer to the Guardian Careers site.

Visa Sponsorship

Guardian Life is not currently or in the foreseeable future sponsoring employment-based visas (e.g., such as an H-1B). In order to be a successful applicant, you must be legally authorized to work in the United States, without the need for employer sponsorship/support now or at any time in the future.

Notice Regarding Guardian’s Use of Artificial Intelligence in Recruitment

As part of Guardian’s job application process, Guardian may use artificial intelligence tools (“AI Tools") to automate the sorting and filtering of information provided by applicants as part of its preliminary screening. This preliminary screening may be used to help identify applicant materials and resumes relative to their indication that the applicant meets the requirements for the specific job for which they are applying, as specified in the listing posted on Guardian’s jobs website (Careers at Guardian at https://www.guardianlife.com/careers). At Guardian, we do not use AI Tools to substantially assist or replace human judgment or discretionary decision making in our hiring process. All hiring decisions will be made by Guardian colleagues.

Please be aware that if you apply for a specific position with Guardian, you will have the choice of opting out of Guardian’s use of AI Tools during the job application process. If you would like to request an alternative process that does not utilize AI Tools or would like to request a reasonable accommodation, within ten business days of your position application, you must email your request to [email protected], making sure to provide your name and job requisition identification number. Guardian will retain your applicant materials and resume and all information therefrom in accordance with Guardian’s document retention policy, a copy of which you may request via [email protected].

Additionally, at applicable times, Guardian will make public the most recent bias audit results for such AI tools, which may be found here.

Current Guardian Colleagues: Please apply through the internal Jobs Hub in Workday.

Apply Now

Refine Your Search

wealth manager jobs in bethlehem, pa

Product Owner - Wealth Management

Senior Product Owner, Wealth Management

Wealth Management Trainee (PA)

Financial Advisor Relationship Manager

Associate Wealth Advisor

Financial Advisor (Center Valley)

Financial Advisor Associate - Montgomeryville, PA

Financial Advisor (Allentown)

Financial Planner

Financial Advisor - Montgomeryville, PA

Premier Client Banker - PNC Wealth Management

Merrill Advisor Development Program - Financial Advisor: Eastern Pennsylvania Market

Senior Wealth Advisor

Associate Wealth Advisor

Financial Advisor

Financial Advisor - Doylestown, PA

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