Product Manager, Investments and Trading

Mariner is a privately held national financial services firm dedicated to meeting modern wealth needs. The Product Manager, Investments & Trading is responsible for shaping the strategy and execution of the firm’s investment technology ecosystem, driving efficiency and growth through collaboration and continuous improvement initiatives.

Responsibilities:

• 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

Requirements:

• 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