Senior Product Manager, Portfolio Reporting
Core
Lead the product strategy and roadmap for portfolio reporting experiences, transforming complex financial and market data into clear, trusted, actionable insights for financial advisors and their clients.
Role type
Senior Product Manager (Financial Technology)
Builds
Portfolio reporting dashboards and data visualization tools
Domain
Wealth management / Financial services
Deliverable
product features
Required skills
Product strategy, Financial acumen, Data analysis, User research, Stakeholder management, Technical literacy, Regulatory compliance knowledge, Agile product delivery, Market data integration, Quantitative thinking
Preferred skills
GIPS standards knowledge, Morningstar familiarity, CFA certification
Technologies
Market data providers, AI-enabled workflows, Product analytics tools
Responsibilities
Own strategic direction and long-term roadmap for reporting experiences, Lead product discovery through user interviews and market research, Translate complex financial concepts into simple product experiences, Partner with Engineering and Design to ship high-impact products, Evaluate reporting requirements and vendor capabilities, Monitor product health and customer outcomes to prioritize roadmap investments
Seniority
Senior, hands-on IC