Senior Product Manager

Mandatory Skills:

• Seasoned professional with prior experience of delivering large programs
• Strong domain SME in Asset and Wealth Management and Financial Services
• Expert in Trading Portfolio Rebalancing UMA and Householding
• Prior experience in handling Wealth management and trading products/applications including AI projects
• Proven track record in previous large scale product transformation

Detailed Responsibilities:

• Determine advisor needs and desires through interviews market research competitive research and insights from our stakeholders to support the technology needs of our users.
• Define mid- and long-term technology product development roadmap key features/capabilities and manage the development cycles with clear schedules deliverables and milestones.
• Develop metrics to assess the success of products and features and determine necessary enhancements.
• Support the implementation of new offerings through requirements gathering requirements writing testing and participation in and evaluation of prototypes and pilots.
• Build cross-functional relationships to establish a collaborative environment at all levels of the organization to create a more collaborative team.
• Demonstrate strategic and creative thinking skills a strong ability to turn analytics into compelling insights and be capable of concise oral and written communication.
• Sourcing latest technologies and maintain professional and technical knowledge by attending conferences; establishing personal networks; and participating in professional societies.
• Working closely with a cross-functional team to develop feature set priorities to execute and achieve the overall strategic product vision.
• Identifying requirements and writing user stories.
• Providing research analysis project management and UAT testing support on a variety of strategic initiatives.
• Completing ad hoc assignments that assist in development and implementation of strategies and new processes.
• Synthesizing internal and industry data into themes and patterns to provide insights and data-driven recommendations.
• Strong Knowledge of Portfolio Management Model creation using strategic models.
• Advanced experience in equity derivatives Fixed Income and option markets including Private and Alts market
• Strong analytical skills with demonstrated ability to evaluate business opportunities and evaluate results against established objectives
• Partner with Infrastructure Architecture and Enterprise Data teams to co-author a technical roadmap that ensures Client Works is fast and always available.
• Streamline the development lifecycle for Trading rebalancer product and technology teams by reducing their cost and time to deliver value.
• Define and enforce system-wide compliance of non-functional requirements related to performance accessibility and interoperability.
• Develop and monitor metrics to track the success of platform improvements and their impact on our ability to deliver value.

Requirements:

• At least 15 years of experience in product management or technical product ownership with emphasis on platform products or infrastructure services.
• Experience in a client-facing role and/or the financial services industry preferably within a broker-dealer RIA investment or financial services firm preferred.
• Experience with agile frameworks such as SAFe LeSS or Kanban in enterprise environments.
• In depth experience in cloud technology including AWS Azure and Google.
• Excellent communication skills both written and oral with the ability to create and deliver executive-level presentations while serving as a recognized subject matter expert on the team.
• The ability to work in a cross-functional team and drive outcomes without having direct authority. Actively anticipates identifies and manages risks within position scope and at the company.
• Skilled in Rebalance and Overlay trading functionality
• Ability to assess and develop operations infrastructure needed to implement
• Increase penetration via advisor dialogue and investor marketing campaign to drive higher adoption and ultimately revenue
• Articulate confident driven professional with the ability to work with experienced professionals in a results-oriented fast-paced environment
• Understanding of the regulatory landscape about trading and Portfolio Management
• High level of intellectual curiosity and business acumen
• Demonstrated ability to effectively interact with all levels within an organization
• Superior communication and presentation skills
• Strong project management and organizational skills attention to detail and the ability to prioritize and multi-task

Pi-square technologies is a Michigan (USA) Headquartered Automotive Embedded Engineering Services company Synergy Partner for major OEMs and Tier 1s and their implementation partners in Automotive Embedded Product Development Projects Requirements Analysis Software Design Software Implementation Efficient Build Release Process and turnkey software V & V Services. We have more than 20 years of industry expertise with specialization in the latest cutting-edge automotive technologies such as Infotainment connected vehicles Cyber security OTA and Advanced Safety/ Body electronics.