Help Independent Advisors Unlock Their Career Potential

Join our team of A-Players to shape a brighter future for growth-minded Advisors.

If you’re an Advisor seeking a new career opportunity, click here to schedule a meeting.

“RFG is the best firm no one has heard about yet.”
Careers_Group Photo_2025 Owners Retreat
We Are RFG Advisory

Building the #RIA of the Future

There’s never been a more exciting time to work in wealth management – and RFG Advisory is at the forefront of the industry.

We are building the #RIA of the Future to serve Independent Advisors. Our award-winning support platform empowers Advisors to deepen their 1-1 client relationships, attract new prospects, and grow organically by 5x compared to the industry average. 

What We Offer

“IF SOMEONE OFFERS YOU A SEAT ON A ROCKET SHIP, YOU DON’T ASK ‘AISLE OR WINDOW’ – YOU JUST CLIMB ON BOARD.” – RICK WEDELL, CIO

You should be excited to go to work. You should love who you work with. You should be inspired by the mission. You should feel challenged, appreciated, and energized.

We are committed to building an inspirational workplace that puts our team first so we can wake up every morning to CRUSH IT for our clients.

Competitive Salary & Bonus

We’re committed to rewarding your talent and ambition. With competitive salaries and a bonus program designed to recognize exceptional performance, we invest in our team just as they invest in us.

Comprehensive Benefits Package

Health, dental, vision, life, and disability insurance, as well as ancillary benefits like IDShield, LegalShield, and pet insurance. We also offer parental leave.

Paid Vacation & Holidays

We celebrate taking time off to recharge. Start off with 20 days of PTO each year and 14 holidays, including all stock exchange holidays.

One-Team, One-Dream Mindset

Monthly town hall, roundtable calls and training for tech and compliance, regular huddle calls, functional team check-ins, quarterly performance checks.

Community Involvement

We participate in Crush It for Charity, our annual firm-wide event raising money for The Boys & Girls Club, St. Jude's, and Alzheimer’s Association. Team members also receive 8 hours each year of paid Charitable Workday time.

Swag

It isn’t just about looking good – it’s about feeling part of something great. RFG’s lineup includes everything you need to showcase your team spirit, whether you're in the office or on the go.

Join the RFG Advisory Team

We are building a team of A-players only. Ours is a mission fueled by passion, enthusiasm, and grit. We like to say, “Look left, look right – there’s a force multiplier.” We make mistakes, we practice radical candor, we iterate to excellence, we love big.

If you want to be a part of building something special, we’d love to meet you!

Open Opportunities

Product Manager

RFG Headquarters · Full-time · Senior

About The Position

RFG Advisory is at a strategic inflection point. Our technology stack is reshaping itself continuously, and the build-versus-partner discipline that drives those decisions cannot live in one person’s head at the senior leadership level. This role exists to change that.


This is a Super-IC seat (60% hands-on builder, 40% process thinker) for someone who ships, prototypes, and demonstrates solutions. You take a tool, a signal, or an API connection and turn it into a working flow that an advisor or internal team can actually use, fast. This role is the proof point that RFG is not just talking about being tech-forward. We are doing it.


Location: This role can be in our Birmingham office or remote.

  • If in Birmingham, AL, our office works a hybrid schedule (3 days in-office, 2 remote). 
  • If remote, occasional travel to Birmingham will be required including onboarding.


Reports to: Vice President or Technology and Operations


What You'll Do:

Build the Connective Tissue

  • Prototype and ship internal tools, agents, and AI-powered workflows across our advisor and corporate stacks (Salesforce, HubSpot, Zocks, ClickONE, Microsoft 365, Schwab integrations, and more).
  • Take a half-defined signal, API connection, or vendor demo and turn it into a working v1 within days — demos and working prototypes are your primary deliverable.
  • Use APIs, MCP servers, Claude Console, MS Copilot Studio, and MS Foundry to compress what used to take an integration partner six weeks into a demo-ready build.

Build vs. Partner Discipline

  • Own the build-vs-partner discipline: form and communicate a clear point of view on what to build, buy, bend, or leave alone — sequenced against what’s already in flight.
  • Document decisions and trade-offs so the organization can move with confidence.

Drive Delivery & Project Discipline

  • Hold the multi-thread program in your head: clear scope, sequenced milestones, weekly status, and retros that produce real changes without heavy ceremony.
  • Communicate status to leadership in the format they need to make decisions — short, sharp, and timely.
  • Keep our shared system of record (Zoho Projects/ClickUp) honest — projects, owners, dates, and decisions visible. Document, hand off cleanly, and make the next person’s job easier.

Partner Across the Org

  • Ask why an advisor would care, why the CEO would fund it, and why the team would adopt it — before you build. Work alongside Corporate and Advisor Tech teams as the explorer at the front.
  • Translate AI capability and technical decisions into language our CEO, board, and advisors can act on.

Requirements

Experience

  • 5+ years building and shipping software-powered workflows, internal tooling, or products as a technical PM, solutions engineer, or product ops leader — where you owned the problem definition and the build.
  • Demonstrated experience shipping AI-powered or automation-heavy work in production (agents, MCP, Copilot/Claude-driven workflows, etc.). Side projects and personal builds count.
  • Demonstrated track record running cross-functional projects end-to-end: scoping, sequencing, status, risk management, and stakeholder communication.
  • Comfort across messy, multi-entity environments (CRM, marketing automation, financial planning, custodian integrations). Wealth-management experience is a plus, not required.
  • Track record of partnering with non-technical executives and translating capability into business outcomes.

AI & Tooling Fluency

  • Daily use of frontier AI tools (Claude, ChatGPT, Copilot, Lovable) for both building and thinking — with a point of view on when to use which and why.
  • Working understanding of APIs, webhooks, MCP, agentic patterns, prompt engineering, and lightweight scripting (Python or JS).
  • Comfort with at least one CRM (Salesforce or HubSpot) at the configuration/workflow/data-model level.
  • Experience with Zocks, Snowflake, RightCapital, eMoney, Income Lab, Orion, Schwab APIs, or similar wealthtech is preferred.

Project Management & Tooling

  • Comfortable running cross-functional work in modern PM tooling (Zoho Projects, Asana, ClickUp, Jira, Linear, Monday.com — the muscle matters, not the brand).
  • A critical eye on tools, not loyalty to them. We want someone who can evaluate a tool against the job and push back when it’s the wrong fit.
  • Bonus: experience configuring or building inside a PM tool (custom fields, automations, dashboards, CRM integrations).

Education

  • Bachelor’s degree in a technical, business, or related field, or equivalent hands-on experience. We weight the work over the degree.

Company

RFG Advisory is a platform for growth-minded Independent Advisors who want to scale without compromise. We're building the RIA of the Future-powered by innovation, collaboration, and execution.

We take care of each other first. We show up with servant hearts and growth mindsets. We lead boldly, iterate to excellence, and commit to getting 1% better every day.

If you're energized by precision, structure, and being the person who makes it all happen-we'd love to meet you.

www.RFGadvisory.com/awards

This hiring process may include the use of automated tools to assist with resume review. All hiring decisions are ultimately made by qualified human reviewers. For more information about our hiring practices, data use, and accommodation request procedures, please review our Privacy Policy.

We are an Equal Opportunity Employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, genetic information, or any other status protected by applicable law.

We will provide reasonable accommodations for qualified individuals with disabilities during the application and hiring process. 

Benefits and Compensation

Salary: $140,000-$160,000

  • Competitive salary + bonus pool
  • Generous PTO, holidays, and a Charitable Service Day
  • Health, dental, vision insurance + RFG Advisory stipend
  • Flexible Spending Account (Health and Dependent Care) + HSA for applicable coverage
  • Lifestyle Spending Account
  • 401(k) with Safe Harbor contribution
  • Paid parental leave, short- and long-term disability, life insurance
  • Surface Pro + home office setup
  • Pet Insurance
  • Continuing education and professional development support

Apply for this position

Schedule a call