Product Manager – Client Experience Pathways, VP II

Role Overview

• Own product leadership for current‑state Middle Office integration with Client Experience platforms, coordinating performance, accounting, security master, and index data flows across the ecosystem.
• Understand the Alpha Target State and ensure that Client Experience features, reporting and platform experiences reinforce that vision
• Understand client’s current state operating model across front, middle, and back-office capabilities and identify where they diverge from the Alpha target state and product roadmap
• Support OKR definition, tracking, and reporting, ensuring alignment between strategy, execution, and outcomes
• Provide thought leadership and guidance on best practices on both product management lifecycle and how to build scalable products.
• Prioritize initiatives to maximize value, balance impact, risk, effort, and dependencies
• Drive adoption, roll-out and continuous improvement post-launch.
• Foster innovation by embracing and leveraging effective use of the latest AI tools.
• Drive cross-functional alignment across business teams, technology, and operations to ensure capabilities meet performance, scalability, and compliance requirements.
• Ensure that products and procedures are well-documented to enable rapid development across product teams.
• Define and track key platform metrics, ensuring transparency and accountability and continuous improvement
• Ability to translate strategy into epics, user stories, and acceptance criteria.
• Evaluate and integrate third-party tools and frameworks that enhance platform capabilities and reduce time-to-market.
• Identify and shape meaningful AI use cases that enhance how Program Managers plan, execute, and manage delivery
• Ensure operational excellence and strong risk-management practices

Requirements

• Overall, 10+ years of work experience
• 8+ years of relevant business/product experience
• Prior experience in Financial Services
• Understanding of back-office, mid-office systems and workflows
• Deep understanding of asset management and client-experience ecosystems
• Experience supporting senior leaders within Product, Investment Services, or adjacent financial services functions a plus
• Advanced proficiency in Microsoft Excel and PowerPoint
• Experience managing a product or application through its lifecycle
• Hands‑on experience working with technology, design, data, and QA teams
• Strong business acumen with the ability to engage with Business SMEs, Engineers, and Architects
• Experience with Atlassian products (Jira, Confluence) for Agile project management and collaboration
• Excellent communication, stakeholder management, and strategic thinking skills
• Bachelor’s degree required; MBA or advanced degree preferred

Benefits

• our 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