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About the role
Key responsibilities & impact- Define and execute product and portfolio vision, aligned to business and enterprise strategy
- Establish and manage product roadmaps, investment priorities, and OKRs
- Own the end-to-end product lifecycle, including discovery, design, development, testing, and release readiness
- Lead cross-functional collaboration across Product, Operations, Technology, Business Line Stakeholders and Risk partners
- Translate business needs into clear requirements, epics, and backlog priorities
- Drive modernization initiatives, balancing business value and technical debt
- Ensure risk-aware delivery, including policy, control, and regulatory alignment
- Utilize data and insights to prioritize work, measure performance, and optimize outcomes
- Influence decisions and communicate effectively with senior leadership and stakeholders
Requirements
What you’ll need- Product management experience
- Demonstrated experience in product management, project management, and/or business analysis, preferably within financial services or platform transformation
- Experience leading complex, cross-functional initiatives
- Strong understanding of Agile methodologies and product lifecycle management
- Proven ability to define and track OKRs, KPIs, and business outcomes
- Experience with wealth management platforms, custody, or asset servicing
- Knowledge of software product architecture, integrations, and data flows
- Ability to balance modernization efforts and technical debt with business priorities
- Strong customer-centric mindset with experience designing end-to-end solutions
- Experience working in regulated environments with risk and control considerations
- Proven ability to influence without authority and drive alignment across senior stakeholders
- Demonstrated strategic thinking and executive communication skills through both written and verbal mediums
- Experience with product management tools including JIRA, Practitest, Process Modeling Tools (e.g. Visio)
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
product managementproject managementbusiness analysisAgile methodologiesOKRsKPIsproduct lifecycle managementsoftware product architecturedata flowsmodernization initiatives
Soft Skills
cross-functional collaborationcustomer-centric mindsetinfluence without authoritystrategic thinkingexecutive communicationrisk-aware deliveryeffective communicationbalancing prioritiesmeasuring performanceoptimizing outcomes