Asset & Wealth Management, Private Wealth Management, Product Management, Vice President - New York

YOUR IMPACT

As a Product Manager, you will be responsible for helping re-invent how wealth management services are distributed and consumed. You will join a team of creative and driven product managers to help build digital solutions to empower the client and advisor relationship. You have a passion for creating product experiences that are user friendly and focused on the client and advisor needs. You can learn about processes such as writing specs, managing project execution, performing user testing, and being attentive to metrics for the features you deliver. Your strong knowledge of asset and wealth management makes you a valuable subject matter expert for the line of business. You will contribute greatly to your team by bringing business knowledge to the table, as you have direct experience working through scenarios that the applications you build are designed to help solve.

• Demonstrate a strong understanding of the PWM business goals, processes, and players, and collaborate closely with them to drive product requirements and success
• Support and develop product strategy and roadmap with our team, customers, and partners
• Assist in the execution of the product roadmap by writing user stories, requirements, and acceptance criteria for technology development
• Partner with colleagues in engineering, design, operations, and program management to allow for seamless execution
• Solicit stakeholder input and coordinate amongst multiple groups to inform requirements, including Business, Legal, Compliance, Operations and Engineering
• Monitor competitive best practices and analyze end-user feedback - identifying and developing solutions when necessary
• Engage with partner vendors to ensure they address product needs
• Leverage analytics and data to inform the product roadmap
• Influence the direction of the product roadmap through deep analytic perspectives
• Parse larger product feature projects into smaller components while understanding dependencies
• Document and communicate operational workflows
• Translate complex requirements into clear actionable next steps for impacted groups
• Understand, document, and improve existing processes to maximize efficiency in constantly evolving environments
• Participate in ideation activities, product feasibility assessments, business case preparation, and overall product definition (feature lists and prioritization)
• Collaborate with stakeholders across the firm to understand their needs, challenges, and opportunities, and build strong relationships with them
• Use what you have learned during your time working with clients in asset management to identify nuanced gaps and inefficiencies
• Apply your problem-solving skills to create a plan to solve gaps and shape the future of how PWM services its clients

• Bachelor's Degree Required
• 7+ years of work experience in wealth management client coverage team, product management experience encouraged but not required
• Solid understanding of financial markets, asset allocation, portfolio construction and risk management; ability to apply financial concepts and methodologies to design and deliver innovative solutions for teams and clients
• Hands-on experience in wealth management, preferably with exposure to digital platforms and tools; familiarity with the needs and preferences of different client segments and personas
• Passion for creating engaging and intuitive user experiences that meet client goals and expectations; ability to collaborate with users, designers, engineers and other stakeholders to define and prioritize product features and enhancements
• Demonstrated leadership and ownership of end-to-end product development lifecycle, from ideation to launch and iteration; experience in applying agile and lean methodologies and best practices
• Strong verbal and written communication skills, as well as strong organizational and interpersonal skills. Ability to lead working group calls and training calls and adjust content according to the respective audience
• Outstanding analytical and problem-solving skills; ability to synthesize differing requirements
• Strong attention to detail; strong logical and analytical thinker
• Demonstrate a high degree of personal accountability, going above and beyond to ensure that products are delivered on time with a high degree of quality
• Aptitude for logically breaking down complex problems and processes, documenting workflows and edge cases, and communicating solutions with clarity
• Commitment to excellence and a high level of integrity
• Proactive attitude and willingness to take initiative and ownership of projects, identifying potential risks and issues, and proposing solutions
• Adaptability and flexibility to work in a fast-paced and dynamic environment, collaborating with cross-functional teams and stakeholders
• Passion for learning new skills and technologies, and applying them to create innovative and user-friendly products
• Ability to balance quality work while meeting short deadlines