Vice President, Product Manager - Wealth Management
Core
Define, advance, and execute the strategic vision for the CRIMS Wealth platform, serving as the bridge between business strategy, client needs, and technology execution for wealth management firms globally.
Role type
Senior leadership Product Manager (Wealth Management)
Builds
End-to-end investment management platform covering front, middle, and back office operations for financial institutions
Domain
Financial Services / Wealth Management / Investment Operations
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Wealth Management workflows, portfolio management, trading, compliance, performance measurement, investment operations, large-scale software delivery, executive stakeholder management, client engagement, global team leadership
Preferred skills
Investment management platforms, enterprise SaaS solutions, multi-year strategic roadmaps, agile development methodologies, MBA
Technologies
Enterprise SaaS solutions
Responsibilities
Define and communicate long-term vision, strategy, and roadmap; Partner with executive leadership to align investments with corporate objectives; Lead definition and delivery of strategic product initiatives across multiple teams; Engage directly with clients and industry stakeholders to translate feedback into product investments; Mentor and develop Product Managers and Business Analysts; Ensure successful delivery, documentation, and adoption of platform capabilities
Seniority
VP, strategic leadership & cross-functional management