We are looking for a passionate Product Manager to drive innovation and deliver data-driven digital solutions that provide actionable client insights and opportunities to Financial Advisors.

In this role, you will drive the evolution of a strategic data platform and insights ecosystem, with a strong focus on data product ownership and end-to-end delivery. You'll be part of a Field Solutions Team within the Data & Analytics Foundational Platforms group, operating with an entrepreneurial mindset to deliver impactful digital and data innovations that drive value across the Wealth Management business.

Responsibilities

Own and drive the development and enhancement of the data platform, insights application, and Insights API, ensuring seamless integration and optimal functionality within Financial Advisors workflows
Serve as the primary interface with Data Engineering (Data Mesh) and API teams, ensuring that data requirements are clearly defined, prioritized, and delivered accurately
Partner with business stakeholders, analytics teams, and data consumers to scope new data ingestion and transformation needs, managing a pipeline of upcoming requirements
Translate business requirements into well-defined user stories, technical specifications, and design artifacts for engineering teams
Collaborate with cross-functional teams, including Technology, UI/UX, Data Science, Analytics, Marketing, Risk and Compliance, and other product teams
Act as a liaison between business stakeholders, data engineering, and API teams to resolve data-related questions and ensure alignment across dependencies
Develop deep expertise in the underlying data landscape (e.g., enterprise data warehouses) and Insights API to proactively identify risks, gaps, and dependencies
Own data validation and testing processes, ensuring delivered datasets meet quality standards and align with platform requirements
Ensure adherence to regulatory and compliance standards related to client data, privacy, and ethical data usage

Requirements

Bachelor's degree in Business, Computer Science, Engineering, or a related field; advanced degree preferred
10-15 years of general IT experience, including 5+ years in product ownership, data product management, or a related role, preferably within financial services
Background in working with data engineering teams and managing data-driven products or platforms
Understanding of data pipelines, data modeling, and data platforms (e.g., SQL, ETL/ELT concepts)
Capability to translate complex business requirements into clear, actionable technical deliverables for engineering teams
Showcase of an entrepreneurial and growth-driven mindset with excellent strategic thinking and problem-solving abilities
Proficiency in driving a product across its lifecycle, from ideation to delivery, adoption, and continuous enhancement
Excellent communication and interpersonal skills, with the ability to bridge technical and non-technical stakeholders effectively
Strong technical acumen, comfortable engaging with engineers and understanding system architecture and data dependencies
Proficiency in English at an Upper-Intermediate level (B2) or higher

Nice to have

Familiarity with client insights platforms or wealth management tools
Expertise in distributed data architectures
Hands-on data analysis skills (e.g., SQL)
Qualifications in building data-driven or AI-enabled products and platforms

Product Manager - Data Platforms