Product Manager - Wealth Solutions
Core
Shape the future of Wealth Solutions and portfolio construction by identifying client needs, driving innovation, and delivering scalable solutions to help financial advisors build better investor outcomes.
Role type
Senior Product Manager (Wealth Solutions & Portfolio Construction)
Builds
Scalable wealth management solutions and portfolio construction capabilities
Domain
Asset Management / Wealth Management / Financial Technology
Deliverable
product features
Required skills
Investment product knowledge, asset allocation, multi-asset solutions, portfolio analytics, manager due diligence, financial technology expertise, data and analytics, AI tools application, cross-functional project leadership, stakeholder influence, complex problem solving
Preferred skills
CFA, CIMA, or CFP certification
Technologies
AI tools for client experience enhancement
Responsibilities
Identify client needs and emerging industry trends, translate insights into scalable solutions, lead cross-functional initiatives, manage critical processes and operations, communicate complex concepts to stakeholders, build relationships with teammates and business leaders
Seniority
Senior, hands-on IC with leadership responsibilities