About The Position

As a Product Manager, you will be responsible for helping modernize and reinvent the Wealth Management digital platform. You will join a team of creative and driven product managers to help build digital solutions to empower the client and advisor relationship. You are passionate about intuitive and user-centric products and enhancing the client and advisor experience. You are comfortable writing requirements, managing project execution, and performing testing for the features you bring to market.

Requirements

  • Bachelor’s Degree required
  • At least 2 years of work experience in product management and/or the financial services sector (ideally in Wealth Management)
  • Previous experience developing or managing the development of digital platforms, particularly in the financial services sector
  • Product management experience in an agile product development environment
  • Excellent verbal and written communication skills with the ability to lead calls and trainings, and adjust content according to the respective audience
  • Outstanding analytical and problem-solving skills; ability to synthesize differing requirements
  • Strong attention to detail; strong logical and analytical thinker
  • High degree of personal accountability and teamwork, going above and beyond to ensure that products are delivered on time and of quality
  • Aptitude for logically breaking down complex problems and processes, documenting workflows and edge cases, and communicating solutions with clarity
  • Commitment to excellence and a high level of integrity
  • Proactive attitude and willingness to take initiative and ownership of projects, identifying potential risks and issues, and proposing solutions
  • Adaptability and flexibility to work in a fast-paced and dynamic environment, collaborating with cross-functional teams and stakeholders
  • Ability to balance quality work while meeting short deadlines

Responsibilities

  • Demonstrate a strong understanding of the PWM business goals, processes, and players, and collaborate closely with them to drive product requirements and success
  • Support and develop product strategy and roadmap with our team, clients, and partners
  • Drive the execution of the product roadmap by writing user stories, requirements, and acceptance criteria for engineering development
  • Partner with colleagues in Engineering, Design, Operations, and Program Management to deliver user-centric features
  • Solicit stakeholder input and coordinate amongst multiple groups to inform requirements, including Business, Legal, and Compliance
  • Leverage analytics and data to inform the product roadmap
  • Parse larger product feature projects into smaller components while understanding dependencies
  • Translate complex problem statements into clear and actionable next steps for impacted groups
  • Monitor competitive best practices and analyze end-user feedback – identifying and developing solutions when necessary
  • Engage with partner vendors to ensure they address product needs
  • Participate in ideation activities, product feasibility assessments, business case preparation, and overall product definition (feature lists and prioritization)

Benefits

  • training and development opportunities
  • firmwide networks
  • benefits
  • wellness
  • personal finance offerings
  • mindfulness programs
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