Lead Product Manager

Role Overview

• Serve as the Product Owner for one or more Investment Solutions scrum teams focused on Investment Risk Implementation and strategy, with end-to-end accountability for product management and delivery outcomes
• Define and execute product vision, roadmap, and priorities for investment risk implementation capabilities, risk data workflows, platform controls, and strategic risk initiatives
• Own backlog management across risk implementation capabilities, ensuring clear requirements, defined scope, and alignment to the broader IS strategic direction
• Lead release planning, dependency management, and open issue governance across integrated platforms supporting risk data, implementation workflows, controls, and downstream investment solutions capabilities
• Drive cross-functional alignment across Investment Risk, Portfolio Strategy, Technology, Operations, and control partners without requiring escalation
• Ensure consistent execution standards, prioritization practices, and delivery cadence across scrum teams supporting investment risk implementation and strategy workflows
• Resolve complex product and delivery challenges at the intersection of investment risk requirements, data quality, implementation logic, platform controls, and strategic business outcomes
• Operate with a high degree of autonomy as a decision-maker and execution leader within a flattened operating model
• Partner with stakeholders, scrum masters, and delivery teams to maintain momentum and execution quality
• Advance the platform roadmap by incorporating data-driven and automation-enabled capabilities that improve risk implementation accuracy, control effectiveness, workflow efficiency, and strategic decision support
• Ensure adherence to risk, control, compliance, and regulatory standards across all product management activities

Requirements

• 5+ years of Product Management, product development, strategic planning, process management, change delivery experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Experience serving as Product Owner for large, complex scrum teams with end-to-end ownership of the product lifecycle, including roadmap definition, backlog prioritization, feature delivery, and execution outcomes
• Experience operating across multi-team or platform-level ecosystems supporting integrated investment risk, data, controls, and strategy workflows rather than single applications
• Strong track record of release planning, dependency coordination, and issue governance across complex, cross-team environments
• Experience driving execution across business, technology, and operations teams, partnering closely with cross-functional leaders to deliver outcomes
• Demonstrated ability to maintain delivery momentum in environments with competing priorities, evolving risk requirements, data dependencies, and regulatory constraints
• Proven ability to operate as a senior individual contributor in lean, flattened organizations, absorbing coordination, prioritization, and execution responsibilities typically handled at the management layer
• Experience making independent product and delivery trade-offs, balancing business needs, technical constraints, data quality considerations, and risk
• Ability to manage complex stakeholder dynamics across investment risk, portfolio strategy, technology, operations, and control partners and align competing priorities into clear roadmap and execution plans without escalation
• Strong communication skills with a focus on clarity, prioritization, and outcome-driven alignment with senior investment risk, portfolio strategy, and business leadership
• Track record of improving execution discipline, team accountability, and delivery consistency across Agile teams
• Experience in wealth management, investment risk, portfolio management, investment operations, or financial services — with familiarity with how risk capabilities support investment strategy and portfolio oversight
• Understanding of investment risk workflows, risk methodology implementation, portfolio risk oversight, and strategy execution, with the ability to connect product decisions to risk management effectiveness and business outcomes
• Familiarity with investment risk platforms, portfolio analytics tools, data controls, risk reporting capabilities, or investment data infrastructure
• Exposure to or experience incorporating automation, analytics, or AI-driven capabilities into product roadmaps, including data quality monitoring, risk insights, workflow optimization, or decision support
• Ability to translate risk, data, automation, and strategy concepts into practical product features and measurable business value, contributing to platform evolution beyond near-term delivery.

Benefits

• Health insurance
• 401(k) matching
• Flexible work hours
• Paid time off