FactSet

Product Manager – Wealth

FactSet

full-time

Posted on:

Location Type: Hybrid

Location: New York City • Connecticut • Massachusetts • United States

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Salary

💰 $120,000 - $150,000 per year

About the role

  • Lead the development and delivery of next-generation portfolio modeling and rebalancing services
  • Support end-to-end product management from requirements gathering through development, launch, and initial adoption
  • Work closely with cross-functional teams for smooth integration and continuous alignment
  • Collaborate with internal technology, operations, and compliance stakeholders to define core features and prioritize user needs
  • Ensure portfolio services support interoperability and future integration
  • Gather user feedback and analytics for feature enhancements and usability improvements
  • Assist with agile delivery processes including sprint planning and user acceptance testing
  • Coordinate creation of training materials and documentation for onboarding

Requirements

  • Bachelor’s degree
  • 5+ years of product management or related experience, preferably in finance, wealth management, or enterprise technology
  • Understanding of wealth management user workflows, and portfolio analytics and portfolio management concepts
  • Proven experience in bringing a product from 0-1
  • Exposure to portfolio management software and understanding of the competitive landscape
  • Strong interest in learning integration concepts
  • Outstanding written and verbal communication skills
  • Experience conducting user or client research
  • Familiarity with Agile methodologies
  • Strong interpersonal and communication skills
  • Ability to troubleshoot basic technical issues
  • Detail-oriented, organized, and able to manage projects with guidance
  • Legally authorized to work in the United States without the need for employer sponsorship.
Benefits
  • Health, life, and disability insurance
  • Retirement savings plans
  • Discounted employee stock purchase program
  • Paid time off for holidays, family leave, and wellness days
  • Flexible work accommodations
  • Career progression planning
  • Business Resource Groups for connection and growth
Applicant Tracking System Keywords

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

Hard Skills & Tools
product managementportfolio modelingportfolio rebalancingportfolio analyticsportfolio managementuser acceptance testingsprint planningintegration conceptsuser researchAgile methodologies
Soft Skills
communication skillsinterpersonal skillsorganizational skillsdetail-orientedproject managementcollaborationuser feedback analysistraining material creationusability improvementstakeholder engagement
Certifications
Bachelor's degree