Senior Product Associate - Wealth Plan Product Manager
Senior Product Associate - Wealth Plan Product Manager
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Job Description
We offer an exciting opportunity to elevate your career as a Product Manager driving innovation in wealth management.
As a Product Manager within the Wealth Managemnt you will lead the strategic development of innovative tools and experiences that transform wealth management for clients and advisors. You will collaborate with crossfunctional teams to deliver marketleading capabilities that enhance client acquisition and advisor productivity.
Job Responsibilities:
- Lead the buildout of the product roadmap and feature set ensuring cuttingedge digital capabilities.
- Collaborate with business design research marketing and technology teams to deliver cohesive customer journeys.
- Engage with stakeholders to define roadmaps that meet business and consumer needs.
- Define product initiatives and business cases ensuring a unified product landscape.
- Provide vision and scope documentation to support design and development.
- Integrate data analytics and market analysis to prioritize product initiatives.
- Track business case metrics and ensure product delivery aligns with financial plans.
Required Qualifications Capabilities and Skills:
- 4 years of experience in financial services.
- Experience managing product delivery across multiple work streams.
- Strong understanding of Agile development frameworks.
- Experience in authoring business requirements and defining user stories.
- Ability to build consensus and influence peers with diverse viewpoints.
- Excellent written communication skills.
- Highly selfmotivated and able to excel under pressure.
Preferred Qualifications Capabilities and Skills:
- Subject matter expertise in wealth management or personal finance.
- M.B.A. or graduate degree in a relevant field.
- Experience preferably in wealth management or related fields
Required Experience:
Senior IC
Employment Type
Full-Time
