Burlington, MA30+ days ago
These skills will help you succeed in this role: • 10+ years of experience in a product management leadership role that included extensive product planning and execution • Extensive background/experience in financial services, specifically related to wealth management industry and business functionality related to that function • Direct experience with wealth management workflows such as model construction, portfolio management workflows for financial advisers, portfolio risk analysis, tax management, idiosyncrasies across SMA/UMA programs and third-party integrations with relevant technologies • Exposure to software solutions such as Charles River Wealth Management platform, Blackrock Aladdin Wealth, FactSet, Envestnet, Vestmark, InvestCloud and/or firm developed solutions in this space • Strong analytics skills and ability to receive, analyze, and design potential solutions from client/prospect requirements • Knowledge of asset class behavior across spectrum of equity (cash/derivatives), fixed income (cash/derivatives), FX (outright/derivatives), OTC securities, cash products, and other asset classes • General understanding of other elements of investment management solution set such as order management, compliance, data, and investment book of record • Knowledge of the Software Development Life Cycle in terms of Agile methodology • Excellent communication, organization, and inter/intra team planning and mobilization skills. As a Managing Director, Product Management in the Wealth Management department, you will be responsible for: • Shaping and executing the firms strategic vision with respect to wealth management solutions from an organic and inorganic/partnership perspective • Providing business leadership, design and solution building feedback, and coordinate work efforts across product and development teams • Contributing to the near- and long-term product roadmap for enhancements including migrating aspects of the solution to cloud/version-less offerings • Managing teams of senior product managers, product managers, and business analysts to drive towards creating market leading solutions • Building relationships for serving as a key client touch point for feedback gathering and solution evaluation • Evaluating potential partnerships and assisting with managing the relationship with partners as part of the Alpha Ecosystem • Interfacing with counterparts on the technical/development side to ensure team efficiency is maximized and strategic goals are understood and executed upon • Coordinating relationships across Client Management, Sales, Professional Services, Support, and internal stakeholders for increasing client satisfaction and product adoption • Working closely with Marketing and Product Strategy to ensure product vision is articulated and understood • Serving as owner of medium to large initiatives and managing them from inception to completion.