Integrate and maintain third-party content and data feeds end-to-end for broker research.
Work with external and internal stakeholders to create detailed requirements for broker data and content.
Collect product and workflow enhancement requests from brokers and internal stakeholders.
Apply agile development methodology and work iteratively with engineers to define scope and deliver features rapidly.
Analyze processes and tools to identify opportunities to streamline workflows and unlock new capabilities by infusing AI and LLMs.
Manage and maintain strong broker and independent research relationships with key decision makers across product, business, technology, and operations teams.
Project manage partnership initiatives with research providers and create/manage implementation roadmaps considering costs, benefits, and timelines.
Contribute to the launch of content including announcements, marketing collateral, documentation, user training and internal training.
Track industry trends and deliver competitive intelligence to evolve product vision.
Requirements
3-5 years’ experience in financial services with a specific focus on broker research.
Working knowledge of investment research, including the business models and client use cases for research content and associated data.
Strong knowledge of broker data, content, and metadata.
Content delivery experience using iterative / agile development methodologies.
Proven track record of delivering content from initial engagement to release.
Demonstrated ability to leverage AI and/or LLMs to deliver improvements in business processes and user experience.
A superior ability to set priorities, stay focused and meet deadlines.
Experience working with distributed teams.
Existing relationships with broker research departments and key third-party distribution vendors.
Strong analytical skills and outstanding attention to detail.
B2B SaaS and/or enterprise software application company experience.
Solid experience with Microsoft Office and Google Workspace products (Excel, Word, Sheets, etc).