Mariner

Product Manager, Investments and Trading

Mariner

full-time

Posted on:

Location Type: Remote

Location: Kansas • United States

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About the role

  • Define, maintain, and evolve the investment product roadmap, ensuring alignment with firm strategy while emphasizing usability, scalability, and long-term growth.
  • Collaborate with advisor teams, operations, client service, incentive compensation, technology, and support teams to identify opportunities, gather requirements, and prioritize enhancements.
  • Lead continuous improvement initiatives by proposing workflow enhancements, automation, and AI-driven capabilities that increase efficiency, adoption, and advisor experience.
  • Own and prioritize the investment development backlog, translating business needs into clear user stories, acceptance criteria, and actionable requirements.
  • Facilitate sprint planning, refinement, and prioritization sessions in partnership with engineering and leadership to ensure consistent execution and on-time delivery.
  • Work cross-functionally to design and implement workflows across investment platforms and custodians, ensuring seamless integration for Wealth teams.
  • Act as the primary liaison between stakeholders and technical teams, translating complex business needs into scalable, technical solutions.
  • Serve as relationship manager for key platform partners (e.g., Orion, Charles River, CAIS, InvestorTools), coordinating roadmap alignment, integrations, and enhancements.
  • Support testing, user acceptance, training, and rollout communications; monitor adoption and performance through KPIs and user feedback to inform future enhancements.

Requirements

  • 5 years of experience in platform/product management or investment operations with a focus
  • Familiarity with investment providers (e.g. Orion, BlackDiamond, Blaze, Charles River, CAIS, Order Management, Cash Management, TAMPs, etc.)
  • Bachelor’s degree
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible working hours
  • Paid time off
  • Professional development opportunities
Applicant Tracking System Keywords

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

Hard Skills & Tools
product managementinvestment operationsworkflow enhancementsautomationAI-driven capabilitiesuser storiesacceptance criteriasprint planningintegrationperformance monitoring
Soft Skills
collaborationcommunicationleadershiprelationship managementprioritizationproblem-solvingadaptabilitystakeholder engagementfacilitationuser experience focus