Overview
On Site
Hybrid3days onsite in a week
$0+
Contract - Independent
Contract - W2
Contract - 12 Month(s)
Skills
Salesforce FSC
Envestnet
BlackRock Aladdin
Charles River Development
eMoney
product manager
Program Management
CFA
CFP
SAFe POPM
Job Details
Role: Product Manager (Asset/Wealth Management)
Location: Irvine, CA (Hybrid role)
JD:
- 12+ 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
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.