Product Manager

Product Manager Overview

• The Product Manager role focuses on designing and governing Private Wealth products and investment programs.
• Collaborate with cross-functional teams to define operational parameters and ensure compliance.
• Translate business intent into operational specifications, ensuring precision and alignment with regulatory standards.
• Govern product lifecycle management, ensuring structural guardrails and eligibility rules are maintained.
• Work closely with Legal, Compliance, and Operations to establish clear operational frameworks.
• Develop governance artifacts such as parameter matrices, eligibility frameworks, and decision logs.
• Ensure data attributes are structured and consistently applied across systems and reporting.
• Support product launches by delivering accurate specifications for execution by downstream teams.
• Identify and resolve gaps or risks in existing product governance frameworks.

Product Manager Key Responsibilities & Duties

• Define and maintain rules governing product and program eligibility and operational constraints.
• Design operational specifications for investment advisory programs and client-facing initiatives.
• Partner with stakeholders to ensure compliance with regulatory and policy constraints.
• Maintain governance documentation, including decision logs and program specifications.
• Serve as a subject matter expert for product and program rules across stakeholder groups.
• Support product launches with complete and accurate parameter specifications.
• Identify and address inconsistencies or risks in governance frameworks.
• Collaborate with Wealth Advisors, Client Service, and Data & Technology teams.
• Ensure data attributes are properly structured and consistently applied across systems.

Product Manager Job Requirements

• Bachelor’s degree required; Series 7 & 66 certifications preferred.
• Minimum 5 years of experience in financial services, wealth management, or investment advisory.
• Strong knowledge of investment product structures, including mutual funds and alternative investments.
• Experience with investment advisory models, fee structures, and regulatory frameworks.
• Proven ability to translate complex business requirements into actionable specifications.
• Exceptional attention to detail and strong communication skills.
• Familiarity with account data structures, reference data management, or product master.
• High level of integrity and professionalism, with strong judgment and discretion.
• Adaptable and energized by building in a dynamic team environment.