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Role Description

We are hiring a Mid-to-Senior Product Manager to help drive enhancements for Model Marketplace, Investment Proposal Generation, and Managed Accounts solutions. You will work closely with engineering, QA, and business stakeholders to translate needs into actionable requirements and deliver iterative product improvements. Strong experience in wealth management technology is preferred, including model construction, outsourced trading, and proposal workflows. Rebalancing and trading exposure is a plus.

• Gather needs from stakeholders and translate them into user stories and system requirements.
• Define product enhancements involving data models, business rules, and permissions.
• Own backlog prioritization and ensure delivery readiness for sprint execution.
• Coordinate rollout readiness with product, sales, marketing, and service teams.
• Communicate priorities, timelines, risks, and dependencies effectively.

Qualifications

• Wealth management/investment solutions experience preferred
• Familiarity with managed accounts, model marketplaces, proposal tools, model construction, and outsourced trading
• Plus: rebalancing and trading platform exposure
• Strong product management execution and stakeholder communication
• Bachelor’s degree in Finance, Engineering, related field, or equivalent experience

Requirements

• This is a remote position.

Benefits

• Competitive salary
• Opportunity for advancement
• Training & development
• Fully remote setup with cross-functional collaboration
• Structured onboarding and hands-on, team-based training
• Professional development support and learning resources