Shaping and executing the firm's strategic vision with respect to wealth management solutions from an organic and inorganic/partnership perspective
Providing business leadership, design and solution building feedback, and coordinate work efforts across product and development teams
Contributing to the near
and long-term product roadmap for enhancements including migrating aspects of the solution to cloud/version-less offerings
Managing teams of senior product managers, product managers, and business analysts to drive towards creating market leading solutions
Building relationships for serving as a key client touch point for feedback gathering and solution evaluation
Evaluating potential partnerships and assisting with managing the relationship with partners as part of the Alpha Ecosystem
Interfacing with counterparts on the technical/development side to ensure team efficiency is maximized and strategic goals are understood and executed upon
Coordinating relationships across Client Management, Sales, Professional Services, Support, and internal stakeholders for increasing client satisfaction and product adoption
Working closely with Marketing and Product Strategy to ensure product vision is articulated and understood
Serving as owner of medium to large initiatives and managing them from inception to completion

10+ years of experience in a product management leadership role that included extensive product planning and execution
Extensive background/experience in financial services, specifically related to wealth management industry and business functionality related to that function
Direct experience with wealth management workflows such as model construction, portfolio management workflows for financial advisers, portfolio risk analysis, tax management, idiosyncrasies across SMA/UMA programs and third-party integrations with relevant technologies
Exposure to software solutions such as Charles River Wealth Management platform, Blackrock Aladdin Wealth, FactSet, Envestnet, Vestmark, InvestCloud and/or firm developed solutions in this space
Strong analytics skills and ability to receive, analyze, and design potential solutions from client/prospect requirements
Knowledge of asset class behavior across spectrum of equity (cash/derivatives), fixed income (cash/derivatives), FX (outright/derivatives), OTC securities, cash products, and other asset classes
General understanding of other elements of investment management solution set such as order management, compliance, data, and investment book of record
Knowledge of the Software Development Life Cycle in terms of Agile methodology
Excellent communication, organization, and inter/intra team planning and mobilization skills.

retirement savings plan (401K) with company match
insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
paid-time off including vacation, sick leave, short term disability, and family care responsibilities
access to our Employee Assistance Program
incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans)
eligibility for certain tax advantaged savings plans

Managing Director, Wealth Management Product

Key skills