Product Manager Wealth Management
Core
Subject matter expert supporting the end-to-end advisor and client experience across the advisory platform and ensuring a healthy compliance environment.
Role type
Senior Product Manager (Wealth Management)
Builds
Advisor and client experience programs, investment product efforts, and platform features.
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Strategic problem solving, Financial services domain expertise, Compliance and regulatory knowledge, Product suite knowledge, Quantitative and qualitative analysis, Project leadership
Preferred skills
Project management, Data analysis, Knowledge of specific financial systems (BETA Host, Thomson One/Refinitiv, Denodo)
Technologies
BETA Host, Thomson One/Refinitiv, Denodo
Responsibilities
Lead medium to large projects from a product perspective, Review policies and procedures to maintain compliance, Conduct research and analysis to support business needs, Develop new programs to increase revenue, Lead investment product efforts to grow clients, Track industry trends.
Seniority
Senior, hands-on IC