Associate Director, Product Management - Wealth & Investment Solutions

Job Description

Are you ready to make an impact at DTCC?

Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? DTCC is at the forefront of innovation in the global financial markets. We are committed to delivering safety, soundness, and efficiency across the financial services ecosystem while investing in the growth and development of our people. We foster a collaborative, inclusive workplace that reflects the global communities we serve.

Pay and Benefits:

• Competitive compensation, including base pay and annual incentive
• Comprehensive health and life insurance and well-being benefits, based on location
• Pension / Retirement benefits
• Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
• DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee).

The Impact you will have in this role:

Being a part of the Clearing & Securities Services team, the Product Manager will support the build-out of DTCC's Insurance & Retirement Services franchise within the Wealth & Investment Solutions (WIS) business. This role will be instrumental in shaping and delivering innovative solutions that expand access to annuity and insurance products, enhance operational efficiency, and align with evolving client and regulatory expectations. The ideal candidate will possess a in-depth knowledge of the annuity and insurance industry and has familiarity with the associated processes and market landscape.


Wealth & Investment Solutions is accountable for driving the strategic growth and business development of the WIS business. This includes responsibility for developing and executing a comprehensive strategic roadmap for growth, identifying and capitalizing on new market opportunities, and leading initiatives to expand the client base and increase revenue through the sale of wealth products. The role ensures the Wealth Management business remains competitive and relevant to clients, while maintaining alignment with risk/control and regulatory requirements and supporting the overall strategic goals of DTCC.


Your Primary Responsibilities:

• Set the long-term direction and roadmap for products, identify opportunities and align strategy with business goals.
• Define product vision, strategy, and multi-year roadmap that reflects business objectives and client needs.
• Analyze market trends, competitive landscape, and emerging opportunities to inform product direction.
• Integrate client feedback, regulatory insights, and operational considerations into strategic planning.
• Own commercial outcomes, including revenue, profitability, adoption, and client satisfaction.
• Use data and performance metrics to inform prioritization, resourcing, and strategic adjustments.
• Partner with Product Owners to validate backlog prioritization and ensure alignment with strategic goals.
• Ensure backlog items reflect clear business value, market opportunity, and operational feasibility.
• Lead product performance management, including revenue analysis, profitability assessment, adoption tracking, and client insights synthesis.
• Own cross-functional planning efforts such as business cases, annual planning, and go-to-market readiness.
• Collaborate with technology, operations, finance, marketing, risk, and client facing teams to manage the product lifecycle.
• Contribute to broader organizational change efforts tied to product strategy and operational readiness.
• Make investment and prioritization decisions based on ROI, strategic impact, client value, and resource availability.
• Provide strategic insights to internal stakeholders to guide planning, risk mitigation, and senior level decision making.
• Maintain alignment across teams through clear communication, documentation, and consistent reporting.
• Engage with clients, advisory councils, working groups, and industry forums to uncover pain points and validate product direction
• Use client and market feedback to refine roadmap and influence future-state strategy

Qualifications:

• Minimum of 10+ years of related experience in wealth and retirement solutions.
• Bachelor's degree in business or related discipline or equivalent work experience required. An MBA or other advanced degree is preferred.

Leadership Competencies:

• Inclusive Leadership: Values individuals and embraces diversity by integrating differences and promoting diversity and inclusion across teams and functions.
• Strategic Thinking: Effectively translates the vision into specific business objectives, thinks of different ways to do things and through all angles to provide insights and develop strategies that guide future decisions.
• Organizational Savvy: Understands DTCC's products and service offerings, as well as key collaborators, and demonstrates the ability to form and cultivate internal networks that will help navigate getting things done.
• Leading Change: Embraces and adapts well to changing circumstances, identifies areas of needed change and employs many methods to drive those activities to meet organizational goals.
• Financial Acumen: Understands business financials and has the ability to work with sophisticated data and information and adopts practical and workable approaches.

Talents Needed for Success:

• Strategic thinking and analytical skills, with the ability to digest and synthesize large amounts of data and information into executive level reports and documents.
• A significant contributor to product strategy in which technological advancement and new business models are key growth areas.
• Adept at working cross functionally with technology, finance, business leaders and junior team members alike.
• Proven track record to prioritize, meet deadlines.
• Collaborative and flexible, with strong relationship building, communication, and interpersonal skills.
• Ability to effectively manage budgets and resources.
• Ability to influence others through strong communication skills.
• Strong decision making and problem-solving capabilities.
• Proficient in PowerPoint and Excel

The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

About Us

With over 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 20 locations around the world, DTCC, through its subsidiaries, automates, centralizes, and standardizes the processing of financial transactions, mitigating risk, increasing transparency, enhancing performance and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm innovates purposefully, simplifying the complexities of clearing, settlement, asset servicing, transaction processing, trade reporting and data services across asset classes, bringing enhanced resilience and soundness to existing financial markets while advancing the digital asset ecosystem. In 2024, DTCC's subsidiaries processed securities transactions valued at U.S. $3.7 quadrillion and its depository subsidiary provided custody and asset servicing for securities issues from over 150 countries and territories valued at U.S. $99 trillion. DTCC's Global Trade Repository service, through locally registered, licensed, or approved trade repositories, processes more than 25 billion messages annually. To learn more, please visit us at or connect with us on LinkedIn, X, YouTube, Facebook and Instagram.

DTCC proudly supports Flexible Work Arrangements favoring openness and gives people freedom to do their jobs well, by encouraging diverse opinions and emphasizing teamwork. When you join our team, you'll have an opportunity to make meaningful contributions at a company that is recognized as a thought leader in both the financial services and technology industries. A DTCC career is more than a good way to earn a living. It's the chance to make a difference at a company that's truly one of a kind.

Learn more about Clearance and Settlement by clicking here.

About the Team

Clearing & Securities Services group delivers world-class safety and soundness for the global financial services industry. The team provides DTCC's portfolio of core securities business, including Institutional Trade processing and First Line Resilience and Control to facilitate better end-to-end planning and prioritization as well as enable more coordinated and seamless delivery of capabilities and services for our clients.