Overview
Skills
Job Details
Product manager
Irvine,CA
C2C/W2
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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