Sr. Product Manager – Client360 (C360)
Core
Executing the strategy and roadmap for the Client360 product portfolio to enable a consistent, connected view of client information across Wealth Management platforms.
Role type
Senior Product Manager (Wealth Management Data & Client Experience)
Builds
Client360 capabilities, data models, and platform integrations for Wealth Management
Domain
Wealth Management / Financial Services / Data Governance
Deliverable
product features
Required skills
Product lifecycle management, market insight analysis, value proposition development, regulatory approval navigation, pricing strategy, cross-functional leadership, data governance, stakeholder alignment, post-launch audit, roadmap definition
Preferred skills
Program or project management, business strategy development, enterprise data product knowledge
Technologies
Enterprise data products, shared data models, integrations
Responsibilities
Develop market insight by evaluating industry trends and client needs; Formulate strategy by aligning cross-functional teams; Shape the value proposition and define the marketing mix model; Lead new product introductions including regulatory approvals and sales training; Assess industry movement and refine value-based pricing; Create strategies for cross-program coordination and go-to-market rollouts; Define and execute the product roadmap for Client360 capabilities; Partner with Technology, Data, and Operations to deliver scalable capabilities; Drive alignment across platforms to improve data quality; Identify and manage cross-team dependencies and delivery risks; Leverage insights to prioritize enhancements and drive adoption; Conduct post-launch audits and analyze P&L and KPIs.