Product Manager - Global Wealth & Investment Management
About The Position
This job is responsible for managing the end-to-end product life cycle, including conducting market research and competitor analyses, determining product pricing, developing short and long-term strategies, identifying innovative opportunities to modernize product offerings and deliver a more unified customer experience, and adhering to the Product Risk Management policy. Job expectations may include ensuring that product management efforts are integrated with sales, marketing, operations, implementation, and customer service strategies. The Credit Product Manager is responsible for development and execution of product strategy, product / process design & optimization, field-based communications, and training where appropriate. The role is project heavy, focusing primarily on securities-based lending products and driven by line of business needs and priorities. The Credit Product Manager works closely with other line of business partners as well as senior management and control partners in compliance, legal, risk and supervision. “Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy”
Requirements
- 5+ years of experience in Financial Services, Wealth Management, Banking, Lending, or related financial products
- Demonstrated understanding of the Global Wealth & Investment Management (GWIM) business model, including advisor-led client engagement, field organization dynamics, and wealth management client service delivery
- Familiarity and understanding of securities-based lending products
- Strong communication and stakeholder management skills with the ability to influence and collaborate across multiple functions and levels of the organization
- Strong analytical and problem-solving skills
- Proven organizational and time-management skills
- Proficiency in Excel, PowerPoint, and Word
Nice To Haves
- Bachelor’s Degree
- 2+ years project management experience
Responsibilities
- Identifies and creates comprehensive plans for product development and deployment, including supporting the creation of sales training programs and marketing materials to educate clients and internal teams on product capabilities
- Oversees a set of products and maintains financials, including managing the investment profile and profit and loss (P&L) activities, such as revenue and profit margins
- Provides information on product trends to sales and marketing teams leveraging knowledge of product functionality, marketplace trends, and the competitive landscape
- Identifies opportunities to streamline or enhance product offerings to fit client's existing and future needs and support continued growth and operational excellence
- Manages risk through implementing and monitoring effective controls in partnership with key support partners
- Partners with internal stakeholders to obtain meaningful insights about markets, clients, and competitors in order to develop products that solve client needs and ensure high adoption rates
- Responsible for timely management of credit projects while maintaining credit quality standards to deliver responsible growth
- Collaborate with key LOB partners (Legal, Risk, Compliance, Advisory, Supervision, etc.)
- Proactively identify process efficiency improvements
- Provide leadership in project execution efforts
Benefits
- Access to paid time off
- Resources and support to our employees
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
