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
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