Product Manager, Post-Investments

Overview

• Lead strategic product management initiatives within the post-investment domain, driving innovation and scalability in the wealth management industry.
• Collaborate with cross-functional teams to develop cutting-edge solutions aligned with client needs and market trends.
• Define and execute product vision and roadmap, ensuring seamless integration and enhanced user engagement.
• Utilize agile methodologies to deliver impactful solutions and iterate based on user feedback.
• Mentor and guide junior product managers, fostering a culture of innovation and excellence.
• Contribute to a collaborative environment, addressing complex challenges within the wealth management ecosystem.
• Enhance platform functionality and user satisfaction through strategic product development.
• Engage with stakeholders to ensure product alignment with market trends and client expectations.

Key Responsibilities & Duties

• Oversee the product lifecycle, from ideation to deployment, ensuring high-quality deliverables.
• Collaborate with UX, Engineering, Sales, Marketing, and Operations teams to achieve product goals.
• Engage with clients and stakeholders to deliver impactful technology solutions.
• Investigate and resolve production issues to maintain seamless user experiences.
• Drive platform adoption through innovative features and user-centric design.
• Manage risks and dependencies to ensure successful product releases.
• Provide mentorship to team members, encouraging professional growth and accountability.
• Analyze market trends to inform strategic product decisions and roadmap adjustments.

Job Requirements

• Bachelor's degree with 8-12 years of product management experience.
• Proficiency in SQL and data-driven decision-making methodologies.
• Strong understanding of the wealth management industry and advisor technology landscape.
• Experience managing complex, cross-functional initiatives in dynamic environments.
• Expertise in writing detailed product requirements and user stories.
• Exceptional analytical, problem-solving, and prioritization skills.
• Outstanding communication skills with the ability to influence senior leadership.
• Entrepreneurial mindset with a strong sense of ownership and accountability.