Product Manager, Financial Planning Platforms

About Blue Trust For more than 45 years, Blue Trust has helped clients bring faith and finances together through financial expertise and biblical wisdom. Our advisors walk with clients across the wealth spectrum through every season of life, helping them steward what has been entrusted to them with clarity, confidence, and purpose. As a national wealth management company with over $62 billion in assets under advisement, Blue Trust serves more than 11,000 clients across the country.

(as of 12/31/2025 and subject to change)

Position Overview

The Product Manager, Financial Planning Platforms is responsible for the strategy, roadmap, delivery, and ongoing optimization of the firm's financial planning platforms, workflows, and supporting technology ecosystem. This role serves as the primary liaison between Financial Planning, Advisory, Operations, Technology, and external vendor partners to ensure solutions effectively support business objectives, advisor productivity, and client outcomes.

The Product Manager partners with stakeholders across the organization to identify opportunities for process improvement, translate business needs into scalable technology solutions, and drive initiatives from discovery through implementation and adoption. This role combines product management, business analysis, and project leadership responsibilities, with a strong emphasis on platform innovation, emerging AI-enabled capabilities, operational efficiency, and continuous enhancement of the advisor and client experience.

Through these efforts, the Product Manager helps equip Blue Trust advisors to deliver financial advice that integrates biblical wisdom and technical expertise in support of the firm's mission, vision, and strategic objectives. Principal Accountabilities Own the end-to-end product lifecycle for financial planning platforms and capabilities, from opportunity identification and discovery through implementation, deployment, adoption, and ongoing optimization.

Define and maintain the product vision, strategy, and roadmap for financial planning platforms, ensuring alignment with firm objectives, advisor needs, and client experience goals. Partner with key stakeholders, Technology, Enterprise Business Solutions (EBS), Operations, Compliance, vendors, and end users to understand business needs, identify pain points, and drive successful delivery outcomes. Serve as a subject matter expert on advisor and operational workflows, ensuring proposed solutions align with business objectives, regulatory requirements, and user experience expectations.

Lead discovery sessions, requirements workshops, solution demonstrations, and working sessions with cross-functional teams to gather feedback, validate concepts, and drive decision-making. Translate business needs into requirements, user stories, acceptance criteria, and backlog priorities, while owning prioritization and scope decisions. Identify risks, surface issues, document trade-offs, and recommend solutions to support effective decision-making and successful execution.

Build and maintain strategic vendor relationships, including platform evaluations, contract discussions, and ongoing partnership management. Lead and manage AI-driven initiatives and business use cases, including workflow design, prompt engineering, testing, and implementation of emerging capabilities. Develop and maintain training, communications, and enablement resources to support advisor and planner adoption of financial planning tools and processes.

Lead and manage support processes for escalated issues related to the financial planning technology ecosystem, ensuring effective issue resolution and continuous improvement. Monitor industry trends, emerging technologies, and financial planning platforms, making recommendations that enhance advisor effectiveness and client outcomes. Manage platform budgets, vendor expenses, and related financial administration, including invoice approvals and cost allocation coordination.

Demonstrate the Company's Core Values in all interactions and maintain adherence to compliance, regulatory, and company policies.