Investment Management Product Manager, Senior Specialist

Core Responsibilities

1. Investment Data Product Ownership & Strategy

• Own the Investment Data Stewardship product vision, strategy, and multi-year roadmap across fund, benchmark, performance, and metadata domains.
• Define data product standards for accuracy, timeliness, lineage, and usability across WPS platforms (e.g., participant tools, advisor experiences, reporting).
• Drive prioritization decisions balancing business value, risk mitigation, regulatory needs, and technical feasibility.

• Act as a subject matter authority on investment data, including:
  • Mutual funds, collective trusts, and separate accounts
  • Benchmarks, peer groups, and index relationships
  • Returns, asset allocation, attribution, and risk measures
• Ensure investment data interpretations are consistent, auditable, and suitable for participant and advisor consumption.
• Establish guardrails for fiduciary-grade data usage across digital channels.

• Own investment data stewardship operating models, including:
  • Data ownership and accountability
  • Quality standards and controls
  • Metadata, business definitions, and lineage
• Partner with the various business lines to align to data governance frameworks while representing the unique needs of investment data.
• Ensure stewardship practices support regulatory, compliance, and internal risk expectations.

• Partner with engineering and architecture teams to:
  • Modernize investment data pipelines and stores
  • Enable cloud-based data platforms
  • Support scalable ingestion of custodian and market data feeds
• Translate investment and business needs into well-defined product requirements, epics, and success metrics.
• Champion automation of data quality checks, reconciliations, and monitoring.

• Serve as a single accountable product owner across Investment Solutions, GIFS, Technology, Data Governance, and External Data Providers.
• Lead complex initiatives that require alignment across multiple senior stakeholder groups without formal authority.
• Communicate clearly with executive audiences on progress, risks, and trade-offs.

• Demonstrate measurable impact through:
  • Reduced investment data defects and rework
  • Faster onboarding of new funds and products
  • Improved participant and advisor data experiences
  • Increased confidence in externally distributed data (e.g., Morningstar)
• Track and report product KPIs tied to quality, adoption, efficiency, and business outcomes.

• Deep understanding of investment products and investment data (fund structures, benchmarks, performance calculations, asset allocation).
• Experience working with custodians, asset managers, or investment data aggregators.
• Strong grasp of how investment data is consumed across digital tools, reporting, and client communications.

• 8+ years of experience in product management, investment analytics, data product ownership, or platform leadership.
• Proven ability to own product strategy and drive complex, cross-functional execution.
• Strong financial, analytical, and decision-making skills; able to articulate ROI and business impact.

• Ability to partner effectively with engineers/analysts on:
  • Data models and schemas
  • Quality controls and automation
  • Integration patterns and data distribution
• Working knowledge of data concepts sufficient to guide design and validate outcomes.
• Coach and support data analysts aligned to your function

• Executive-level communication skills with the ability to simplify complex technical and investment concepts.
• Strong influencing skills; capable of driving alignment without direct authority.
• Proven track record leading through ambiguity and organizational change.