Technical Product Manager - Private Wealth

Overview

On Site
BASED ON EXPERIENCE
Full Time

Skills

PRODUCT MANAGER
PRODUCT MANAGEMENT
TECHNICAL PRODUCT MANAGER
TECHNICAL PRODUCT MANAGEMENT
PRIVATE WEALTH
WEALTH MANAGEMENT

Job Details

Our client, an asset management firm located in NYC is currently hiring a Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This is a full time position located in Midtown, Manhattan. This is a hybrid role consisting of 3 days onsite. It requires the ability to work effectively with individuals at all levels of the organization, both within Technology and the Private Wealth business. This individual would support our Clients multi-year strategic program focused on delivering technology products and a platform supporting Wealth Advisors and their clients. Product solutions will include both in-house development and vendor application integrations. You will be responsible for user engagement, current/future state process and solutions documentation, Technology deliverables, and planning/tracking implementations.

RESPONSIBILITIES

  • Collaborate closely with project team members and senior business and technology stakeholders to understand business challenges and current processes.
  • Lead the user experience and end-user reporting integration for various tools and technologies used or targeted for internal advisors and portfolio management teams.
  • Manage multiple complex initiatives simultaneously, ensuring timely completion and alignment with organizational goals. This includes coordinating among team members, stakeholders, and cross-functional partners, delegating tasks, identifying and escalating risks, and managing timelines.
  • Partner with advisors and other business control functions to identify and analyze current and future needs for private wealth monthly/quarterly client-facing reporting.
  • Represent Technology alongside advisor training teams during the rollout of new processes and tools.
  • Own and lead the setting of project scope, execution, and implementation.
  • Act as the liaison between the client and vendors, overseeing documentation, data feeds, meetings, and communication.
  • Understand current processes and tools used and map target state requirements for existing or new systems.
  • Ensure timely milestone achievement and regularly update and communicate plans to stakeholders.

REQUIREMENTS
  • A minimum of 10 years of business analysis and project management experience, with a strong emphasis on Agile methodologies.
  • A minimum of 10 years of experience in Private Wealth management or Investment Advisory function.
  • Demonstrated experience with Wealth Management Client Reporting functions (Performance Calculations, Fund Structures, etc.).
  • A solid understanding of financial planning principles, investment strategies, and prospect/client lifecycle management. Experience with one or more Wealth Planning tools like eMoney, MoneyGuidePro, etc.
  • Solid understanding of Vendor (Addepar, InvestCloud, etc.) or in-house built Advisor Desktop/Portals and Salesforce CRM functions.
  • Proficiency with SQL query and data analytics tools (Tableau, Cognos, etc.).
  • Proficiency in Microsoft Excel, Visio, PowerPoint, and UX mock-up tools.
  • Experience with Azure DevOps for agile management and/or JIRA.
  • Strong presentation, writing, and communication skills.

Bonus Knowledge
  • Familiarity with Private Investment landscape (Private Equity, Hedge Funds, etc.) and associated reporting and tools (Investment Cafe, Chronograph, etc.).
  • Proficiency with business process workflow tools (Monday.com, Asana, etc.).
  • Familiarity with proposal generation platforms (Aladdin Wealth, FMAX, etc.).
  • Desired knowledge of FinTech solutions and options in the market for Private Bank/Wealth Management business.
  • Familiarity with Vibe Coding concepts.
  • A master's degree (MBA or MS)
Salary Range 140-160k plus bonus and 15% contribution of total comp towards 401k year after year.
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