Job Description
About the position
We are hiring a Mid-to-Senior Product Manager to support and enhance Model Marketplace, Investment Proposal Generation, and Managed Accounts solutions. You will partner with leadership, engineering, QA, and go-to-market teams to deliver product improvements that elevate usability and platform value. Experience in wealth management technology is strongly preferred, including model construction, outsourced trading, and proposal workflows. Exposure to rebalancing and trading solutions is a plus.
- Responsibilities
- Collaborate with leaders and cross-functional teams to define product outcomes and requirements.
- Produce clear, testable system requirements for engineering and QA execution.
- Define enhancements across data models, business logic, and access permissions/roles.
- Manage delivery phasing, sprint readiness, and backlog prioritization.
- Coordinate release readiness with product management, sales, marketing, and service teams.
- Communicate decisions, risks, and dependencies clearly across stakeholders.
- Requirements
- Wealth management/investment solutions experience preferred
- Familiarity with managed accounts, model marketplaces, proposal tools, model construction, and outsourced trading
- Strong product management skills (discovery, prioritization, requirements)
- Excellent written/verbal communication and problem-solving
- Bachelor’s degree in Finance, Engineering, related field, or equivalent experience.
- Nice-to-haves
- Plus: rebalancing and trading platform exposure
- Benefits
- Competitive salary
- Opportunity for advancement
- Training & development
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