Product Manager, Wealth Management - Hybrid

Our direct client, a fast-growing FinTech firm, is looking to fill a Product Managers for their wealth management investments platform with 5+ years of experience. In this role, you’ll cultivate a deep understanding of the US wealth management industry and the way the firm’s technology is developed to scale the distribution of complex financial products.This position is based in Greenwich, CT, 3 days per week onsite is expected. Client offers a very attractive compensation and benefits package, salary, bonus and stock options.

• Understand customer needs by carefully listening to and analyzing client feedback
• Work directly with clients to deploy integrated technology solutions to the desktops of financial advisors
• Develop a solid understanding of the US Wealth Management Industry and make prioritization recommendations, which are grounded in knowledge of our industry and our clients
• Build a deep technical understanding of risk managed solutions, including structured investments, alternative investments, annuities, and many other financial products that are rapidly being added to the current platform
• Find scalable solutions that meet a new business opportunity or address feedback received
• Drive usage and adoption of the platform by finding solutions, which meet user needs and drive platform stickiness
• Own and drive strategic growth initiatives for the company
• Work closely with internal teams, including sales, UX design and engineering, to write user stories and requirements documentation
• Manage technical considerations, working closely with engineering team to deliver solutions to complex problems
• Operate within an agile development framework

• 5+ years of professional work experience
• Ability to work with external and internal stakeholders directly, taking away feedback to constantly improve the platform
• Previous experience in financial services and/or financial technology
• Proven ability to manage competing priorities and meet deadlines
• Excellent attention to detail
• Comfortable working with senior stakeholders

• Understanding of the different components of the technology stack for a cloud-based application
• Previous experience within the WealthTech domain
• Proven ability to operate within the fast-paced nature of a growth company