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
