Overview
Hybrid
Depends on Experience
Accepts corp to corp applications
Contract - Independent
Contract - W2
Contract - 6 Month(s)
Skills
Charles River
Data Analysis
Financial Planning
Investment Management
Product Management
Wealth Management
Onboarding
Program Management
SAFE
Reporting
Stakeholder Management
Confluence
Control Flow Analysis
Cloud Computing
Scrum
Roadmaps
SQL
JIRA
Job Details
Role- Product Manager (Wealth Management)
Location- 3 days onsite in Irvine, CA
JD-
Need someone really strong in domain (wealth), communication and client presence, And someone who can drive innovation.
- 10+ 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.
regards
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