Product Manager, Associate – Investor Technology
Core
Own complex technology initiatives to bridge strategy and execution, democratizing data for non-technical users and solving business challenges in investor technology.
Role type
Associate Product Manager (Investor Technology)
Builds
CRM, reporting, data, and workflow systems for internal and external clients
Domain
Financial Services / Investor Technology
Deliverable
product features
Required skills
Product strategy definition, backlog prioritization, MVP definition, stakeholder management, data analysis, user research, agile methodology, requirement documentation, cross-functional coordination
Preferred skills
Management consulting experience, financial services background, business analytics, AI/data tool proficiency, CRM expertise, data visualization
Technologies
Salesforce, Sigma, JIRA, Confluence, Snowflake, Copilot, Claude Code
Responsibilities
Define and deliver strategic technology initiatives, translate business needs into execution plans, lead intake and refinement of data asks, coordinate across functional areas, maintain critical data tables for reporting, institutionalize process and governance
Seniority
Associate, hands-on IC
