Philadelphia, Pennsylvania, United States · On-site
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusiv…
Skills: Financial Planning, Product Management, Wealth Management, Technology Strategy, Business Analysis
Philadelphia, Pennsylvania, United States · On-site
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusiv…
Skills: Wealth management, Business development, Consultative sales, Lead generation, Client acquisition
New York, New York, United States · On-site
$65k–$75k/yr
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusiv…
Skills: Customer Service, Communication, Time Management, Wealth Management, Financial Planning
Philadelphia, Pennsylvania, United States · On-site
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusiv…
Skills: Risk Management, Securities Lending, Vendor Management, Data Analysis, Communication
Philadelphia, Pennsylvania, United States · On-site
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusiv…
Skills: Analytical Ability, Organization, Time Management, Relationship Building, Client Service
Philadelphia, Pennsylvania, United States · On-site
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusiv…
Skills: Data Analysis, Reconciliation, Client Service, Microsoft Word, Microsoft Excel
Philadelphia, Pennsylvania, United States · On-site
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusiv…
Skills: Fixed Income Trading, Trade Execution, Portfolio Construction, Bond Ladders, Microsoft Excel
Boca Raton, Florida, United States · On-site
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusiv…
Skills: Customer Service, Client Relationship Management, Communication, Time Management, Microsoft Word
Royersford, Pennsylvania, United States · On-site
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusiv…
Skills: Customer Service, Communication, Time Management, Relationship Building, Microsoft Word
Philadelphia, Pennsylvania, United States · Hybrid
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusiv…
Skills: Enterprise Data Strategy, Data Governance, Data Engineering, Data Analytics, Stakeholder Influence
Houston, Texas, United States · On-site
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusiv…
Skills: Compliance Oversight, Account Approval, Regulatory Reporting, Staff Training, Customer Service
Independence, Ohio, United States · On-site
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusiv…
Skills: Customer Service, Communication, Time Management, Relationship Building, Microsoft Word
Philadelphia, Pennsylvania, United States · On-site
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusiv…
Skills: Strategic Partnerships, Business Development, Negotiation, Relationship Management, Financial Acumen
Columbus, Ohio, United States · On-site
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusiv…
Skills: Financial Planning, Wealth Management, Portfolio Management, Client Relationship Management, Analytical Skills
New York, New York, United States · On-site
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusiv…
Skills: Business Development, Client Acquisition, Cold Calling, CRM, Market Research
Hunt Valley, Maryland, United States · On-site
$60k–$80k/yr
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusiv…
Skills: Customer Service, Client Relationship Management, Communication, Time Management, Microsoft Word
Lewes, Delaware, United States · On-site
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusiv…
Skills: Customer Service, Client Relationship Management, Communication, Time Management, Microsoft Word
Garden City, New York, United States · On-site
$50k–$70k/yr
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusiv…
Skills: Customer Service, Client Relationship Management, Communication, Time Management, Microsoft Word
Philadelphia, Pennsylvania, United States · Hybrid
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusiv…
Skills: Microsoft Office, Wealth Management Systems, Client Service, Oral Communication, Written Communication
Garden City, New York, United States · On-site
$75k–$90k/yr
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusiv…
Skills: Customer Service, Client Relationship Management, Communication, Time Management, Microsoft Word
Philadelphia, Pennsylvania, United States • On-site
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The Financial Planning Platform & Product Manager serves as the product owner for the firm's financial planning technology, defining strategic vision and platform governance. This role bridges the gap between Wealth Planning and Technology to implement AI, improve advisor workflows, and enhance client engagement.
Candidates must have a bachelor's degree in a relevant field and at least 5 years of experience in wealth management or technology enablement. Strong understanding of financial planning concepts and experience managing cross-functional technology projects are required.
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.
The Financial Planning Platform & Product Manager is responsible for the strategic vision, evolution, and business ownership of Janney Montgomery Scott's financial planning technology. This role serves as the product owner for the firm's planning platforms, ensuring they support advisor productivity, client engagement, planning quality, operational efficiency, and the firm's broader wealth solutions strategy.
Acting as the bridge between Wealth Planning and Technology, this individual partners closely various with various internal stakeholders, and external technology providers to continuously improve the firm's financial planning capabilities.
The Financial Planning Platform & Product Manager ensures that technology investments support advisor adoption, deepen client relationships, and position financial planning as a scalable growth engine across the firm.
Responsibilities:
Platform Strategy
Product Ownership & Platform Governance
Artificial Intelligence & Automation
User Experience
Data & Integration Strategy
Planning Analytics
What you have:
Why work for us?
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.
People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.
A leading wealth management firm dedicated to putting client needs first.
Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first. We are committed to providing individuals, families, businesses, and institutions with tailored financial advice to help pursue their personal or business goals. You’ll find the size of our firm and the experience of our professionals make us approachable, accessible, and accountable. With a commitment to meeting client needs and a culture of service and collaboration, we consistently strive to deliver on our mission of offering the highest standard of success in financial relationships. Janney is a member of the New York Stock Exchange, Financial Industry Regulatory Authority, and the Securities Investor Protection Corporation.
Offices: Philadelphia, US
A leading wealth management firm dedicated to putting client needs first.
Janney Montgomery Scott LLC is a leading wealth management firm dedicated to putting client needs first. We are committed to providing individuals, families, businesses, and institutions with tailored financial advice to help pursue their personal or business goals. You’ll find the size of our firm and the experience of our professionals make us approachable, accessible, and accountable. With a commitment to meeting client needs and a culture of service and collaboration, we consistently strive to deliver on our mission of offering the highest standard of success in financial relationships. Janney is a member of the New York Stock Exchange, Financial Industry Regulatory Authority, and the Securities Investor Protection Corporation.
Offices: Philadelphia, US
