Associate, Investment Solutions Product Management

About Cresset

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized-integrated, intentional, and aligned with each client's vision of success.

We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.

Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firm-one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Job Description

We are seeking an associate level Product Manager to join our Investment Solutions team. This role will sit at the intersection of investment management, technology, and business operations, helping build and enhance the technology platforms that support our investment process and advisor experience.

This role will be primarily responsible for the ongoing development and advancement of MSCI Wealth Manager, working closely with investment teams, advisors, operations, technology partners, and other stakeholders to translate business needs into effective platform capabilities.

Beyond MSCI Wealth Manager, this individual will contribute to the broader Investment Solutions technology ecosystem, including applications and workflows supporting investment research, portfolio construction, portfolio rebalancing, and investment implementation.

This is an ideal opportunity for someone with financial technology experience who enjoys solving complex problems, working across teams, and taking ownership of products from requirements through implementation.

Key Responsibilities

Product Ownership & Platform Development

• Serve as a key product owner for MSCI Wealth Manager, developing a deep understanding of the platform, its capabilities, and its role within the firm's investment and advisory workflows.
• Partner with internal stakeholders to identify opportunities to improve functionality, workflows, usability, and adoption.
• Translate business and investment requirements into clear functional requirements, user stories, workflows, and development priorities.
• Manage and prioritize product enhancements in partnership with internal technology teams and external vendors.
• Coordinate testing, implementation, documentation, and rollout of new functionality.
• Monitor platform performance and user feedback and proactively identify opportunities for continuous improvement.

Investment Solutions Technology

• Support product strategy and development across the firm's broader Investment Solutions technology ecosystem.
• Contribute to applications and workflows supporting:
• Investment research and research management
• Portfolio construction and analysis
• Portfolio rebalancing
• Investment implementation and related advisor workflows
• Develop an understanding of how these systems interact and identify opportunities to improve integration, data quality, efficiency, and the overall user experience.
• Help evaluate new technologies and capabilities that could enhance the firm's investment platform.

Stakeholder & Requirements Management

• Build strong relationships with stakeholders across Investments, Wealth Management, Technology, Operations, and other functions.
• Lead or participate in requirements-gathering sessions to understand business problems and translate them into actionable product requirements.
• Communicate effectively between technical and non-technical stakeholders.
• Maintain clear documentation of requirements, decisions, workflows, testing results, and product enhancements.
• Manage multiple initiatives simultaneously while maintaining strong attention to detail and follow-through.