Product Manager, Post-Investments

Overview

• Lead strategic product initiatives within the WealthTech domain, enhancing scalable distribution of alternative investment products.
• Collaborate with cross-functional teams to deliver innovative solutions for the U.S. wealth management industry.
• Define product vision and roadmap, ensuring alignment with client needs and business objectives.
• Work closely with clients and stakeholders to drive platform adoption and user engagement.
• Utilize agile methodologies to deploy solutions quickly and iterate based on user feedback.
• Mentor junior product managers, fostering a culture of excellence and continuous learning.
• Contribute to a collaborative, results-driven environment, solving complex industry-wide challenges.
• Enhance platform stickiness by delivering solutions that meet user needs and improve efficiencies.

Key Responsibilities & Duties

• Define and execute the product lifecycle, including ideation, requirements, testing, and iteration.
• Collaborate with UX, Engineering, Sales, Marketing, Legal, Compliance, and Operations teams.
• Engage with external clients and executive stakeholders to deliver strategic implementations.
• Investigate production issues and implement resolutions to minimize user impact.
• Drive platform usage and adoption through innovative solutions and user-centric features.
• Lead strategic client engagements to deploy integrated technology solutions effectively.
• Manage risks, dependencies, and cross-functional coordination for flawless product releases.
• Provide mentorship to junior product managers, encouraging professional growth and accountability.

Job Requirements

• Bachelor of Arts (BA) degree with 8-12 years of product management experience.
• Proficiency in SQL and data-driven decision-making approaches.
• Deep understanding of the U.S. wealth management ecosystem and advisor technology landscape.
• Experience managing complex, cross-functional initiatives in fast-paced environments.
• Expertise in writing detailed product requirements, user stories, and acceptance criteria.
• Strong analytical, problem-solving, and prioritization skills.
• Exceptional communication skills and ability to influence senior leadership.
• Entrepreneurial mindset with a strong sense of ownership and accountability.