Coordinate and optimize product management processes, workflows, and team structures.
Serve as a central point of contact for cross-functional initiatives within the segment.
Partner closely with the Senior Product Manager to prioritize and track strategic programs, ensuring timely delivery and measurable outcomes.
Organize segment-level product hierarchies and maintain documentation that supports clarity in ownership and accountability.
Prepare and assist with executive-level presentations, product briefs, and performance reports.
Facilitate communication between product managers, engineering, client services, and leadership teams.
Monitor program risks and dependencies, proposing solutions to keep initiatives on track.
Develop and maintain tools/templates for segment roadmap, backlog, and release tracking.
Ensure product hierarchies and plans are up to date and aligned with company portfolio strategy.
Support Agile planning cycles, facilitating clear handoffs between product managers.
Be responsible for the entire product delivery model for Asset Managers, including procedures and processes around Discovery, Go-To-Market, Launches, and Product Analytics.
Lead program-level planning, execution, and reporting initiatives in the segment.
Track deadlines, deliverables, and dependencies across multiple projects.
Partner with stakeholders to resolve blockers and adjust timelines as needed.
Prepare briefing materials and decks for leadership updates.
Consolidate data, KPIs, and insights into concise reports for executive audiences.
Offer strategic input to the Senior Product Manager on prioritization and focus areas.
Requirements
8 + years of experience in product operations, program management, or project management in a SaaS or fintech environment
Experience in cross-functional coordination and stakeholder management.
Strong written and verbal communication skills, with the ability to create executive-ready presentations.
Proficiency with product management and project tracking tools (e.g., Jira, Confluence, PowerPoint, Excel , Aha! ).
Demonstrated ability to bring structure to complex initiatives and work independently.
Highly organized and detail oriented.
Able to comfortably switch between operational and strategic work.
Collaborative mindset with the ability to influence without direct authority.
Familiarity with investment accounting, data processing, or Wall Street buy-side operations.
Benefits
Bonus
RSU's
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