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Job description
Blue Trust, Inc. seeks a Product Manager for Financial Planning Platforms to own the strategy, roadmap, and delivery of the firm’s planning tools.
You will collaborate with Financial Planning, Advisory, Operations, Technology, and vendor partners to deliver scalable solutions that improve advisor productivity and client outcomes. You will translate business needs into actionable requirements, manage AI-enabled initiatives, and drive adoption across the organization while maintaining a focus on
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.