Wealth Strategy Analyst & Product Management, Officer (Wealth Custody and Clearing)
About The Position
Wealth Custody and Clearing is seeking an Officer to join their Strategy & Product Management team to support the global product buildout for their introducing broker-dealer and wealth custody platform. This Officer will drive strategic analysis, create buy/build/partner frameworks, establish product development lifecycle cadences, and finetune board, committee, and executive-level materials. This Officer will also support the end-to-end product ownership, including design, development, third-party integrations, and ongoing enhancement of key platform capabilities. The ideal candidate will have exposure across account onboarding, cash management, transfers, trading, rebalancing, performance reporting, fee-billing, clearing, and third-party integrations, with aspirations of launching and scaling innovative wealth and custody solutions. This role reports to the Wealth Custody and Clearing, Managing Director (or Vice President) of Product Management & Strategy and will be based in Boston, MA, Dallas, TX, Austin, TX, Irvine, CA, or another strategic global location. As Wealth Custody and Clearing expands its global footprint, the Officer of Strategy & Product Management will be exposed to multiple components of the overall product roadmap. This Officer will ensure the platform delivers differentiated value to clients, supports seamless integration with third-party providers, and remains at the forefront of digital and AI-driven transformation. The role is critical to the company's ability to compete globally, deliver exceptional client experiences, and maintain operational and regulatory excellence.
Requirements
- Exposure to product lifecycle and agile development methodologies.
- Experience in product management for wealth custody, clearing, trading, and digital wealth platforms.
- Strategic thinker with strong execution, analytical, and presentation development skills.
- Excellent communication and stakeholder management skills.
- Digital-forward mindset with a passion for leveraging modern tools to transform an industry.
- Undergraduate degree required.
- 2 – 5 + years of related experience, including experience in product management, investment banking, management consulting, corporate development, business analysis, or strategy roles.
- Desire to learn, build, grow, and support a highly complex, 0-1 launch of a global wealth and custody product.
Nice To Haves
- Graduate degree preferred.
Responsibilities
- Support the buildout of new product capabilities including multiple components of the wealth custody and clearing platform, from ideation and design through launch, enhancement, and sunset.
- Negotiate fintech partnerships to expand platform capabilities and accelerate time-to-market.
- Champion the adoption of AI and advanced analytics to enhance product features, automate workflows, and optimize client and advisor experiences.
- Manage third-party product roadmaps, collaborating with external partners to ensure deliverables are aligned, delivered on time, and within budget.
- Collaborate with technology, operations, compliance, and business development teams to deliver scalable, secure, and compliant solutions.
- Monitor industry trends, competitive landscape, and regulatory developments to ensure the platform remains innovative and differentiated.
- Prepare presentations for executive leadership, boards, and external stakeholders on product vision, strategy, and performance.
- Foster a culture of innovation, agility, and accountability within the product organization.
Benefits
- Our retirement savings plan (401K) with company match
- Insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
- Paid-time off including vacation, sick leave, short term disability, and family care responsibilities
- Access to our Employee Assistance Program
- Incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
- Eligibility for certain tax advantaged savings plans
- Inclusive development opportunities
- Flexible work-life support
- Paid volunteer days
- Vibrant employee networks
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
