About The Position

Bachelor's degree in business management or a related discipline, or equivalent work experience required. 8-10 years of product and financial services experience and experience, preferably with strong exposure to mutual funds and/or ETFs. Series 7 or 24 preferred. Agile and product management experience including prioritization, user story development, etc.. JIRA and effort management tools (TPro, Trello) proficiency. Relevant certifications (e.g., Scrum Product Owner (CSPO), Agile) are highly valued. Passion for changing status quo and driving out-of-the-box ideas. Strategic mindset with the ability to translate business needs into technical solutions. Exceptional communication and stakeholder management skills. Curiosity and drive for continuous learning and improvement. Possesses a “get-it-done” attitude - ability to get around roadblocks and stay focused on the vision. Organized, resourceful, and able to prioritize tasks. Interested in constantly learning new tools and technologies and a passion to share your knowledge with the team.

Requirements

  • Bachelor's degree in business management or a related discipline, or equivalent work experience required.
  • 8-10 years of product and financial services experience and experience, preferably with strong exposure to mutual funds and/or ETFs.
  • Agile and product management experience including prioritization, user story development, etc.
  • JIRA and effort management tools (TPro, Trello) proficiency.
  • Strategic mindset with the ability to translate business needs into technical solutions.
  • Exceptional communication and stakeholder management skills.
  • Curiosity and drive for continuous learning and improvement.
  • Possesses a “get-it-done” attitude - ability to get around roadblocks and stay focused on the vision.
  • Organized, resourceful, and able to prioritize tasks.
  • Interested in constantly learning new tools and technologies and a passion to share your knowledge with the team.

Nice To Haves

  • Series 7 or 24 preferred.
  • Relevant certifications (e.g., Scrum Product Owner (CSPO), Agile) are highly valued.
  • Passion for changing status quo and driving out-of-the-box ideas.

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

5,001-10,000 employees

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