CRD Product Manager - Irvine, CA

Overview

Hybrid
0+
Full Time
No Travel Required
Unable to Provide Sponsorship

Skills

Envestnet
BlackRock Aladdin
Charles River Development
eMoney
CFA
CFP
financial planning
investment management
reporting
client onboarding
Asset Management
Wealth Management

Job Details

Role: CRD Product Manager

Location: Irvine, CA

Duration: 12+ months

Job description:

  •  8+ years of experience in Product Management with exposure to Program Management
  •  Experience and strong knowledge of wealth management (e.g., client onboarding, financial planning, investment management, reporting)
  •  Ability to define product vision, strategy, and roadmaps; manage backlog and prioritization
  •  Experience engaging with senior stakeholders, including C-suite, in a consultative way
  •  Strong communication, presentation, and stakeholder management skills
  •  Good understanding of technology concepts and ability to partner with engineering/data teams
•  Exposure to data analysis and integration, APIs, SQL, and cloud concepts
  •  Hands-on experience with Agile tools and methods (JIRA, Confluence, Scrum/SAFe)

Good-to-Have
  •  Familiarity with platforms such as Salesforce FSC, Envestnet, BlackRock Aladdin, Charles River Development, eMoney
•  Experience on concepts such as Outsourced Advisory Services (OAS), Unified Managed Accounts (UMA), and Alternatives.
  •  Certifications such as CFA, CFP, SAFe POPM, or Agile Product Management
  •  Experience mentoring or leading junior product managers/analysts

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