Senior Product Manager - Private Passport
Core
Shape and deliver digital capabilities enabling Wealth Management clients to understand, monitor, and engage with their financial portfolios.
Role type
Senior Product Manager (Wealth Management)
Builds
Digital experiences for portfolio information, investment insights, account-level views, reporting, and financial data.
Domain
Wealth Management / Financial Services
Deliverable
product features
Required skills
Product strategy, roadmap development, Agile delivery, investment knowledge, portfolio management, data integration, client experience design, stakeholder management, regulatory compliance
Preferred skills
Alternative investment expertise, API/data model design, go-to-market coordination
Technologies
Agile frameworks, APIs, data integrations
Responsibilities
Lead product strategy and roadmap for investment and portfolio digital capabilities; Translate complex investment concepts into intuitive client experiences; Partner with data and engineering teams on data models and integrations; Define product requirements and acceptance criteria; Drive product discovery using client feedback and market trends; Ensure investment experiences meet risk, compliance, and security requirements.
Seniority
Senior, hands-on IC