Salary
💰 $116,600 - $194,400 per year
About the role
- Own and manage the product backlog, ensuring alignment with business goals and client needs
- Collaborate with engineering, design, compliance, operations, and other stakeholders to deliver high-quality product enhancements
- Translate business requirements into clear user stories and acceptance criteria
- Prioritize features and enhancements based on client impact, regulatory requirements, and technical feasibility
- Serve as the voice of the financial advisor/client, ensuring the communication experience is intuitive, accurate, and compliant
- Define and track KPIs to measure product performance, client satisfaction, and operational efficiency
- Stay informed on industry trends, regulatory changes, and best practices in client communications and reporting
Requirements
- 5+ years of experience in product management, product ownership, or project management
- Experience in the financial services industry, preferably within a broker-dealer, RIA, investment or financial services firm preferred
- Familiarity with client/end-investor reporting, accounting systems, or official monthly statements is a significant plus
- Proven ability to manage complex products with multiple stakeholders and dependencies
- Strong analytical, communication, and organizational skills required
- Experience with Agile methodologies and tools such as Jira
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
product managementproduct ownershipproject managementAgile methodologiesuser storiesacceptance criteriaKPI trackingclient reportingfinancial analysis
Soft skills
analytical skillscommunication skillsorganizational skillscollaborationstakeholder management