Vice President, Private Wealth Management Product Manager

Our Impact

Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations. PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client’s particular risk tolerance, and by providing access to innovative investment ideas and opportunities. PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services.

Your Impact as Vice President, Private Wealth Management Product Manager

As a Product Manager, you will be responsible for helping modernize and reinvent the Wealth Management digital platform. You will join a team of creative and driven product managers to help build digital solutions to empower the client and advisor relationship. You are passionate about intuitive and user-centric products and enhancing the client and advisor experience. You are comfortable writing requirements, managing project execution, and performing testing for the features you bring to market.

• Demonstrate a strong understanding of the PWM business goals, processes, and players, and collaborate closely with them to drive product requirements and success
• Support and develop product strategy and roadmap with our team, clients, and partners
• Drive the execution of the product roadmap by writing user stories, requirements, and acceptance criteria for engineering development
• Partner with colleagues in Engineering, Design, Operations, and Program Management to deliver user-centric features
• Solicit stakeholder input and coordinate amongst multiple groups to inform requirements, including Business, Legal, and Compliance
• Leverage analytics and data to inform the product roadmap
• Parse larger product feature projects into smaller components while understanding dependencies
• Translate complex problem statements into clear and actionable next steps for impacted groups
• Monitor competitive best practices and analyze end-user feedback – identifying and developing solutions when necessary
• Engage with partner vendors to ensure they address product needs
• Participate in ideation activities, product feasibility assessments, business case preparation, and overall product definition (feature lists and prioritization)

Requirements

• Bachelor’s Degree required
• Candidates should have over 7 years of directly relevant work experience in product management and/or the financial services sector (ideally in Wealth Management)
• Previous experience developing or managing the development of digital platforms, particularly in the financial services sector
• Product management experience in an agile product development environment
• Excellent verbal and written communication skills with the ability to lead calls and trainings, and adjust content according to the respective audience
• Outstanding analytical and problem-solving skills; ability to synthesize differing requirements
• Strong attention to detail; strong logical and analytical thinker
• High degree of personal accountability and teamwork, going above and beyond to ensure that products are delivered on time and of quality
• Aptitude for logically breaking down complex problems and processes, documenting workflows and edge cases, and communicating solutions with clarity
• Commitment to excellence and a high level of integrity
• Proactive attitude and willingness to take initiative and ownership of projects, identifying potential risks and issues, and proposing solutions
• Adaptability and flexibility to work in a fast-paced and dynamic environment, collaborating with cross-functional teams and stakeholders
• Demonstrate exceptional prioritization skills whilst delivering quality work

Key skills/competency

• Product Management
• Wealth Management
• Digital Platform Development
• Agile Methodologies
• User-Centric Design
• Stakeholder Management
• Data Analytics
• Financial Services
• Problem-Solving
• Strategic Planning