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Data & Analytics Product Manager

St. Petersburg, FL, US • Posted 2 days ago • Updated 2 days ago

Full Time

On-site

$155,000 - $165,000/yr

Fitment

Dice Job Match Score™

🎯 Assessing qualifications...

Job Details

Skills

Product Management
Product Requirements
Wealth Management
Roadmaps
Product Strategy
Analytics

Summary

Ideal Candidate: More Product + Wealth Data Strategy than traditional BI/Analytics.
Someone with deep advisor data experience who has owned analytics/data products and understands the wealth management ecosystem. Wealth data knowledge is the key differentiator.

This is NOT a Power BI, Tableau, or Dashboard Development search. The hiring manager cares far more about:

Wealth management data expertise
Understanding what advisor data matters
How advisors consume data and analytics
KPI definition and measurement
Product strategy and roadmap ownership
Data governance and quality
AI readiness and future-state analytics

Visualization tools (Power BI, Tableau, Looker, etc.) are nice-to-have but are not a deciding factor.

TOP 3 5 NON-NEGOTIABLE SKILLS

WealthTech Experience and Advisor Technology Experience
Advisor Data Expertise Required - Hands-on experience with advisor and wealth management data, including:
- AUM (Assets Under Management)
- Households
- Performance Reporting
- Billing & Revenue Reporting
- Flows / Net New Assets
- Advisor Compensation
- Client Accounts
- Wealth Management KPIs
- Wealth Platform & Custodian Experience

Experience working with data from platforms such as:
- Schwab Advisor Services
- Fidelity Institutional
- Pershing
- Addepar
- Orion
- Black Diamond
- Tamarac
- Envestnet
- Advisor360
Data & Analytics Product Ownership - owned the strategy, roadmap, prioritization, and adoption of data, analytics, reporting, or business intelligence products.
Product Management Background - Product Management, Product Ownership, or Platform Product Leadership experience, including:
- Product Roadmaps
- User Stories
- Agile Methodologies
- Jira / Confluence
- Cross-Functional Stakeholder Management

Ability to Translate Business Needs into Data Products - gather business requirements, define product requirements, prioritize initiatives, and deliver solutions that drive measurable business outcomes and user adoption.

TOP 3 5 THINGS THIS HIRE WILL SPEND THEIR TIME ON

Define and own the product vision and North Star for data and analytics experiences
Own the end to end data & analytics roadmap across products and platform capabilities
Own the product strategy for analytics and insight experiences, including firm performance, flows, billing, benchmarks, and executive dashboards
Treat the data platform as a foundational product, with clear consumers, capabilities, and outcomes
Drive adoption and impact, not just delivery, across data and analytics capabilities

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.

Dice Id: 91103173
Position Id: 8997433
Posted 2 days ago

Contact the job poster

Emily Johnon

Recruiter @ NextPath

View Profile

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