Product Manager - Assistant Vice President

Job Description

• Understand customer needs through client feedback analysis.
• Work directly with clients to deploy integrated technology solutions.
• Create data architecture designs for data integration.
• Develop a solid understanding of the Alts Industry to build scalable data workflows.
• Present and communicate with executive management, providing status updates.
• Develop a solid understanding of the US Wealth Management Industry and make prioritization recommendations.
• Drive platform usage and adoption by finding solutions that meet user needs.
• Work closely with internal teams to write user stories and requirements documentation.
• Manage technical considerations, working with the Engineering team.
• Operate within an agile development framework.

• 6+ years of professional work experience.
• Able to work with external and internal stakeholders directly.
• Previous experience in financial services and/or financial technology.
• Previous experience working with large data sets; SQL experience is preferred.
• Proven ability to manage competing priorities and meet deadlines.
• Excellent attention to detail.
• Excellent analytical and problem-solving skills.
• Self-starter and able to work autonomously as well as within a collaborative team.
• Able to build strong working relationships with various teams across the organization.
• Understanding of the different components of technology stack for a cloud-based application.
• Previous experience within the WealthTech domain.
• Proven ability to operate within the fast-paced nature of a growth company.

• Equity for all full-time employees
• Annual performance bonus
• Employer matched retirement plan
• Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
• Parental leave
• Unlimited paid time off (PTO)