Product Management, Asset & Wealth Management, Private Wealth Management
About The Position
As a Product Manager in Private Wealth Management, you will help modernize and reinvent the Wealth Management digital platform. You will work with a team of product managers to build digital solutions that empower client and advisor relationships, with a focus on intuitive, user-centric products and improving the client and advisor experience. The role involves writing requirements, managing project execution, and testing features brought to market. You will develop and support product strategy and roadmaps in collaboration with the team, clients, and partners, then guide roadmap execution by defining user stories, requirements, and acceptance criteria for engineering. You will coordinate across business and technical stakeholders, use analytics and user feedback to shape product decisions, and help define and prioritize product features.
Requirements
- Bachelor’s degree required.
- 2–6 years of work experience in product management and/or the financial services sector.
- Excellent verbal and written communication skills, including the ability to lead calls and trainings and tailor content to the audience.
- Outstanding analytical and problem-solving skills, including the ability to synthesize differing requirements.
- Strong attention to detail and strong logical and analytical thinking.
- Personal accountability and teamwork, with commitment to delivering products on time and with quality.
- Ability to break down complex problems and processes, document workflows and edge cases, and communicate solutions clearly.
- Commitment to excellence and a high level of integrity.
- Proactive approach and willingness to take initiative and ownership, identify potential risks and issues, and propose solutions.
- Adaptability and flexibility in a fast-paced, dynamic environment and ability to collaborate with cross-functional teams and stakeholders.
- Ability to balance quality work with short deadlines.
Nice To Haves
- Experience in Wealth Management.
Responsibilities
- Understand PWM business goals, processes, and stakeholders, and collaborate with them to define product requirements and outcomes.
- Support and develop product strategy and roadmaps with the team, clients, and partners.
- Drive roadmap execution by writing user stories, requirements, and acceptance criteria for engineering development.
- Partner with Engineering, Design, Operations, and Program Management to deliver user-centric features.
- Solicit stakeholder input and coordinate with Business, Legal, and Compliance to inform requirements.
- Use analytics and data to inform the product roadmap.
- Break larger product feature projects into smaller components and understand dependencies.
- Translate complex problem statements into clear, actionable next steps for impacted groups.
- Monitor competitive practices and analyze end-user feedback, identifying and developing solutions when necessary.
- Engage partner vendors to ensure they address product needs.
- Participate in ideation, product feasibility assessments, business case preparation, and product definition, including feature lists and prioritization.
- Manage project execution and perform testing for features brought to market.
Benefits
- Competitive benefits and wellness offerings.
- May be eligible for a discretionary bonus if an active employee at fiscal year-end.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
