Product Manager

• Determines and implements process improvements to effectively mitigate risk and increase client satisfaction.
  
• Functions as key liaison between the involved partner areas outside consultants or vendors and the client to ensure that all expectations are clearly defined.
  
• Oversees all inkind transition activities to ensure that proper risk controls are in place.
  
• The team also functions as the key liaison between internal partner areas outside consultants and vendors to ensure that all expectations are clearly defined roles/responsibilities are established and timelines are met.
  
• Provide clear vision and scope documentation use cases workflows wireframes design and product requirements and other materials as needed to support UX design development and Trading infrastructure.
  
• Manage stakeholder communications to ensure business needs are met.
  
• Work closely with business and technology teams in developing a cohesive SelfDirected Investment strategy that delivers the best products for our customers.
  
• Ability to Prioritize issue resolution among Business Analyst teams with the potential to manage a subset of the Business Analyst team.
  
• Define new products and feature business cases working collaboratively with business engineering and UX teams to ensure a unified product landscape.
  
• Help prepare executive product updates inclusive of current production metrics new feature delivery planning and financial forecasting
  

Requirements

• Must have experience in financial services with managed accounts and internal stakeholders.
  
• Experience supporting thirdparty platforms and managing the process of launching new investment styles.
  
• Experience managing profile production during onboarding of new investment styles.
  
• Experience working with investment managers addressing organizational and regulatory issues and status changes.
  
• Bachelors Degree or equivalent experience in marketing finance or business management.
  
• Experience and an understanding of feebased asset management.