Overview
In this role you will own the end-to-end product lifecycle for cutting-edge digital wealth management solutions, partnering with cross-functional teams to deliver intuitive experiences for clients and advisors. You will translate market and user insights into a compelling product roadmap, lead design collaboration, and drive measurable impact through data-driven decisions. You will work across business units to ensure cohesive, best-in-class solutions that align with the firm’s strategic goals. This is an opportunity to shape the client and advisor journey within a leading wealth management platform.
Responsibilities
- Define and execute the product lifecycle from insight to execution, with a clear roadmap aligned to strategic goals
- Collaborate with UX/UI designers to craft intuitive customer journeys and high-quality experiences
- Lead cross-functional partnerships across Advisors, Technology, Design, Marketing, Legal and Compliance
- Use data, user research and experimentation to inform decisions and identify opportunities
- Own the product backlog, prioritize features and write concise requirements for development teams
- Develop compelling roadmaps for stakeholders and represent the Product Team in client engagements
- Drive ROI-focused business cases and integrate innovative concepts to stay best-in-class
Key requirements
- Bachelor’s degree
- 5+ years of product management in a fast-paced, agile environment
- Strong understanding of financial services and wealth management
- Analytical and problem-solving skills with ability to translate needs into requirements
- Proven leadership and ability to influence senior stakeholders and global teams
- Excellent communication and attention to detail
- leadership
- communication
- cross-functional collaboration
- Agile/Scrum
- Jira
- Confluence
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