Define, maintain, and evolve the investment product roadmap, ensuring alignment with firm strategy while emphasizing usability, scalability, and long-term growth.
Collaborate with advisor teams, operations, client service, incentive compensation, technology, and support teams to identify opportunities, gather requirements, and prioritize enhancements.
Lead continuous improvement initiatives by proposing workflow enhancements, automation, and AI-driven capabilities that increase efficiency, adoption, and advisor experience.
Own and prioritize the investment development backlog, translating business needs into clear user stories, acceptance criteria, and actionable requirements.
Facilitate sprint planning, refinement, and prioritization sessions in partnership with engineering and leadership to ensure consistent execution and on-time delivery.
Work cross-functionally to design and implement workflows across investment platforms and custodians, ensuring seamless integration for Wealth teams.
Act as the primary liaison between stakeholders and technical teams, translating complex business needs into scalable, technical solutions.
Serve as relationship manager for key platform partners (e.g., Orion, Charles River, CAIS, InvestorTools), coordinating roadmap alignment, integrations, and enhancements.
Support testing, user acceptance, training, and rollout communications; monitor adoption and performance through KPIs and user feedback to inform future enhancements.

5 years of experience in platform/product management or investment operations with a focus
Familiarity with investment providers (e.g. Orion, BlackDiamond, Blaze, Charles River, CAIS, Order Management, Cash Management, TAMPs, etc.)
Bachelor’s degree

Product Manager, Investments and Trading

Key skills