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Senior Product Manager
2 months ago
We are seeking a highly experienced and skilled Senior Product Manager to lead our Wealth Management Squad at OneVest Management Inc. This is a critical role that requires a strong leader who can drive the development and enhancement of solutions that enable financial institutions to manage portfolios efficiently, optimize trading strategies, and deliver results for their clients.
Key Responsibilities- Lead the Wealth Squad in delivering market-leading solutions, coordinating across engineering, design, portfolio management, operations, and compliance teams.
- Define and maintain a clear vision for the wealth management product portfolio, balancing short-term tactical needs with long-term strategic goals.
- Act as the primary liaison between the Wealth Squad and other internal teams, ensuring alignment across all aspects of the product lifecycle.
- Leverage your wealth management experience to stay ahead of industry trends, regulatory changes, and competitor offerings.
- Engage directly with financial institutions, advisors, and end-users to gather deep insights into their needs, pain points, and goals.
- Lead product initiatives within the agreed-upon budget, optimizing resource allocation to maximize impact.
- Leverage data and key performance metrics to guide product development, measure success, and iterate on existing solutions.
- Bachelor's degree in business, engineering, finance, or a related field.
- 7+ years of experience in product management, preferably within wealth management, financial services, or fintech.
- Proven track record of leading cross-functional product teams, particularly in the development of financial or wealth management products.
- Strong leadership skills, with the ability to inspire, align, and motivate diverse teams toward a common goal.
- Deep understanding of wealth management, portfolio management, and regulatory requirements.
- Exceptional communication and stakeholder management skills, with experience working directly with C-level executives and clients.
- Advanced analytical skills with a focus on data-driven decision-making and optimizing product performance.
- Expertise in agile development and experience with product management tools.
- Ability to prioritize and manage multiple complex initiatives in a fast-paced environment.
