Product Manager

CGI•New York, NY

2d•Hybrid

About The Position

CGI is seeking an experienced Wealth Management Product Manager to support an end-to-end wealth management platform for a Tier 1 financial services client. This role will partner closely with senior business executives and cross-functional technology teams to define, design, and deliver platform capabilities aligned with the overall product strategy and roadmap. The ideal candidate will bring strong wealth management domain expertise, particularly across trading platforms, managed accounts, portfolio accounting, and the trade lifecycle. This individual will also serve as a trusted partner to the client while providing guidance and mentorship to junior business analysts and other product team members. This position is based in New York City and follows a hybrid work model.

Requirements

At least 5 years of experience in Wealth Management
Wealth Management experience, specifically with trading platforms and extensive experience with managed accounts (UMA, SMAs, etc.)
Understanding of wealth management portfolio accounting in a UMA environment and trade lifecycle
Familiarity with trading in a multi custody environment
Product Management experience, including writing functional requirements / technical requirements
Familiarity with UX design principles
User Acceptance Testing experience
Knowledge of wealth management regulations and trends
Experience working within an agile delivery framework

Nice To Haves

Familiarity with other trading platforms a plus

Responsibilities

Lead product management activities for an end-to-end wealth management platform.
Partner with senior business executives and stakeholders to translate business objectives into platform capabilities and product priorities.
Align product strategy, business requirements, and priorities with the overall product roadmap.
Collaborate with cross-functional business, technology, UX, development, QA, and delivery teams.
Develop clear functional and technical requirements, user stories, and acceptance criteria.
Support the full Software Development Life Cycle (SDLC), from requirements and solution design through development, testing, implementation, and post-production support.
Drive delivery of platform capabilities within an Agile development framework.
Coordinate and execute User Acceptance Testing (UAT), as required, to ensure solutions meet business and functional requirements.
Serve as a trusted advisor and sounding board for client initiatives, product enhancements, and strategic priorities.
Provide mentorship and guidance to junior business analysts and other product team members.
Identify and escalate opportunities for additional services or outsourcing, as appropriate.