Lead the Client Reporting workstream and related initiatives, setting priorities and aligning roadmap decisions with senior Private Wealth leadership
Partner with sales teams and clients to gather feedback, identify enhancement opportunities, surface risks, and generate new reporting ideas
Conduct competitive research within and beyond the financial services industry to inform the long-term vision for reporting
Act as Product Owner in an Agile development environment, partnering with analysts, engineers, and QA to clarify requirements, prioritize the backlog, and support efficient delivery
Track and analyze reporting usage metrics, including adoption trends and client demographics, to inform prioritization and decision-making
Test new reports and enhancements to ensure solutions meet the needs of clients and internal stakeholders
Collect post-release feedback from sales teams and clients to evaluate outcomes and inform continuous improvement
Present roadmap updates, trade-offs, and recommendations to executive stakeholders

Requirements

2+ years of experience in a client-facing role within financial services, or experience in digital product management in a related industry
Demonstrated ability to manage multiple initiatives, assess trade-offs, and adapt priorities in a fast-paced environment
Strong analytical mindset with a passion for data-driven decision-making and continuous improvement
Resilience and persistence in driving complex initiatives through obstacles to successful delivery
Excellent communication, interpersonal, and stakeholder management skills, with the ability to influence across disciplines and seniority levels
A proactive, detail-oriented approach combined with creativity and sound judgment
Ability to work independently under pressure while also contributing effectively as part of a team
Proficiency with Microsoft Office tools
Experience working in Agile development environments preferred
Familiarity with SQL or data querying tools a plus

Benefits

health insurance coverage
an employee wellness program
life and disability insurance
a retirement savings plan
paid holidays
sick and vacation time off

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Agile developmentSQLdata queryingdata analysisreporting metricsproduct managementcompetitive researchrequirements clarificationbacklog prioritizationcontinuous improvement

Soft Skills

analytical mindsetcommunication skillsinterpersonal skillsstakeholder managementinfluenceresiliencepersistencedetail-orientedcreativityteam collaboration