Product Manager
Core
Lead product direction for investment administration, tax reporting, and wrap statements to improve reporting accuracy, transparency, and scalability.
Role type
Product Manager (Investment Administration & Reporting)
Builds
Investment administration platform features for tax reporting and wrap statements
Domain
Financial Services / Investment Administration
Deliverable
product features
Required skills
Product strategy definition, stakeholder discovery and workflow mapping, data-driven decision making, complex process simplification, cross-functional collaboration, outcome-focused problem solving
Preferred skills
Experience with asset administration, understanding of financial data flows, product-led mindset, balancing operational needs with architectural improvement
Technologies
None explicitly stated
Responsibilities
Define and evolve product strategy for reporting accuracy and transparency; Lead discovery to map workflows and uncover client/operational opportunities; Drive uplift of wrap statements and tax reporting; Support development of new and existing asset types; Simplify complex workflows into scalable solutions; Partner with engineering to deliver iterative improvements
Seniority
Mid-to-Senior, hands-on IC
