Overview
On Site
$200000
Full Time
Job Details
Vaco is actively seeking a Platform Integration Program Manager with Wealth Management experience for a direct-hire position with our client in St. Louis. This is a rare opportunity to join an extremely stable and nationally respected organization that is a leader in their field.
Primary Focus
The Product Manager will lead the modernization of an enterprise client-facing wealth management platform by driving the transition from Thomson ONE to FactSet, embedding tools and functionality directly into Salesforce, and aligning closely with BetaNXT trading system.
This role is central to enhancing the financial advisor / client experience and integrating best-in-class market data tools across the ecosystem.
Key Responsibilities:
Requirements & Skills:
Additional Details:
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.
Primary Focus
The Product Manager will lead the modernization of an enterprise client-facing wealth management platform by driving the transition from Thomson ONE to FactSet, embedding tools and functionality directly into Salesforce, and aligning closely with BetaNXT trading system.
This role is central to enhancing the financial advisor / client experience and integrating best-in-class market data tools across the ecosystem.
Key Responsibilities:
- Own the advisor-facing experience across market data platforms with a focus on usability, responsiveness, and relevant financial insights (quotes, symbols, news, etc.)
- Lead the migration from Thomson ONE to FactSet, ensuring modular integration and optimal use of data tools within Salesforce.
- Partner with Salesforce Product Managers to tightly integrate FactSet and BetaNXT components within the CRM interface.
- Manage external vendor relationships including roadmap input, feature prioritization, and implementation tracking (FactSet, BetaNXT).
- Engage in user research, advisory feedback loops, and internal discovery to define the product roadmap.
- Participate in Agile / SAFe ceremonies to drive alignment across design, development, data, and cross-functional business teams.
Requirements & Skills:
- Prior experience in wealth management / broker-dealer environments, ideally client-facing or technology-related.
- Strong interpersonal and communication skills; able to strategize and collaborate across business, technical, and vendor teams.
- Familiarity with FactSet, BetaNXT, Salesforce, and/or Thomson ONE is highly preferred.
- Data Analysis and SQL skills are a plus.
- Exposure to product management practices (Agile, SAFe, backlog grooming, roadmap planning).
Additional Details:
- Engagement Type: Perm / Direct-Hire
- Start Date: Immediate
- Location: Downtown St. Louis
- Cadence: 5 days onsite
- Target Total Compensation: $150k - $180k
- Relocation: Assistance available
- Engagement Status: No form of employment considerations or sponsorship are being offered
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.
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