Product Manager - Wealth
About The Position
FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations. Your Team's Impact We are seeking a Product Manager to lead the development and delivery of our next-generation portfolio modeling and rebalancing services. You will work with the team to deliver on the product roadmap, drive user research and validation, and align cross-functional teams to deliver an exceptional client and advisor experience.
Requirements
- Bachelor’s degree
- 5+ years of product management or related experience, preferably in finance, wealth management, or enterprise technology.
- Understanding of wealth management user workflows, and portfolio analytics and portfolio management (i.e. rebalancing, optimization, tax awareness) concepts.
- Proven experience in bringing a product from 0-1, including involvement in the initial development, launch, and iterative improvement stages is a plus
- Exposure to portfolio management software and understanding of the competitive landscape.
- Strong interest in learning integration concepts and experience collaborating with technical partners
- Outstanding written and verbal communication skills, with the ability to present complex ideas and project updates clearly and confidently to senior stakeholders
- Experience conducting user or client research and converting feedback into actionable product enhancements.
- Familiarity with Agile methodologies and cross-functional collaboration.
- Strong interpersonal and communication skills for working with diverse teams and stakeholders.
- Ability to troubleshoot basic technical issues and support product testing and reliability.
- Detail-oriented, organized, and able to manage projects with guidance.
- For U.S. locations, must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
Responsibilities
- Support the end-to-end product management of our next-generation portfolio modeling and rebalancing services, from requirements gathering through development, launch, and initial adoption.
- Work closely with cross-functional teams, to ensure smooth integration and continuous alignment between the Factset suite of products.
- Collaborate with internal technology, operations, and compliance stakeholders to define core features and prioritize user needs.
- Ensure the portfolio services support interoperability and future integration with other products
- Gather user feedback and analytics to guide feature enhancements, bug fixes, and usability improvements.
- Assist with agile delivery processes including sprint planning, backlog management, and user acceptance testing.
- Coordinate creation of training materials and documentation to support successful onboarding and ongoing user adoption of the PMS.
- Communicate project updates and solicit feedback from cross-functional partners
Benefits
- The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.
- Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.
- Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.
- A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.
- Career progression planning with dedicated time each month for learning and development.
- Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
5,001-10,000 employees
