Product Manager, Strategic Client Onboarding - Vice President
About The Position
As part of the Platforms Team, this candidate should be comfortable solving tough problems and challenging the status quo to design solutions that enhance the strategy and onboarding platform portfolio. The candidate will have a unique opportunity to engage with various stakeholders surrounding a key business initiative and leverage advanced technologies. Primary focus will include overseeing the Client and Account Onboarding Platform that supports a number of dynamic and multi-phase projects to transform the firm's existing client onboarding and KYC/EDD Enhanced Due Diligence process. The candidate will drive the creation of business requirements, new designs, and support existing platform solutions within an agile framework.
Requirements
- Eagerness to learn the business and understand technical requirements
- Highly skilled in Microsoft Excel, PowerPoint, Word, and Teams
- BS/BA degree required
- Minimum of 8 years of professional experience in product management, project management or technology
- Experience in the financial services industry, Wealth Management, or consulting
Nice To Haves
- Agile training a plus
Responsibilities
- Lead large-scale client and account onboarding projects across multiple business channels applied firm-wide, ensuring alignment, cohesiveness, and messaging across the initiative.
- Partner with various stakeholders - Technology, UX, Operations, Global Financial Crimes, AML, Financial Advisor teams, to identify, assess & manage process change solutions.
- Identify and develop areas for improvement including system enhancements, process controls to improve the throughput, quality of work, KYC data collection.
- Work with Leadership/Stakeholders to prioritize key features and Business outcomes in alignment with strategy and budget
- Drive new engagements for business transformation portfolio to uncover new opportunities and create business cases for future initiatives that have a strong ROl.
- Lead conversations across multiple stakeholder groups; freely developing networks, building consensus, and prioritizing deliverables clearly and effectively to manage multi-faceted roadmaps.
- Perform strategic business analysis, oversee the creation of detailed technology requirements (use-cases, user stories, or any other artifacts) and provide subject matter expertise to embed technology solutions and business strategies to current platforms and operating models.
- Manage efforts to incorporate new technology capabilities onto the WM Advised and Digital Platforms
- Partner with Fleet Leadership and other Product Owners to conduct current state analysis and set strategy
- Provide support related to project governance, Legal, Risk & Compliance, business launch and testing strategy
- Support Engagement & Adoption strategy, and provide support for pilot and business launch
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Industry
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
Number of Employees
5,001-10,000 employees
