Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.
As a Senior Product Associate in Wealth Management Advisor Compensation and Practice Managementteam , you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle. As a core team member, you will play a critical role working with business partners in analyzing business processes, documenting requirements, identifying opportunities for improvement, mapping end-to-end processes, and supporting strategic initiatives to enhance client experience and operational efficiency. With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations
Job responsibilities
- Lead the development and enhancement of tools supporting Practice Management, ensuring alignment with incentive models and business objectives.
- Drive AI-powered solutions to optimize analytics, forecasting, and automation within compensation frameworks.
- Develop a deep understanding of wealth management products offered to clients and the pay rules associated with each product.
- Collaborate with stakeholders to gather business requirements, ensuring tool functionality meets strategic objectives.
- Oversee technical aspects, including database management and SQL queries for financial modeling and reporting.
- Utilize JIRA to document product requirements, development tasks, and project workflows.
- Work cross-functionally with technology, finance, operations, and compliance teams to drive seamless execution of advisor compensation tools.
- Stay ahead of industry trends, regulatory updates, and AI-driven advancements impacting wealth management advisor compensation.
Required qualifications, capabilities, and skills
- 3 + years of domain knowledge in Wealth Management Advisor Compensation within a large financial firm.
- Highly motivated and detail-oriented business analysis skills to support business processes, document requirements, identify opportunities for improvement, map end-to-end processes
- Strong product management experience with expertise in financial services and compensation tools.
- Expertise in AI applications for financial analytics, automation, and predictive modeling.
- Technical proficiency in databases, SQL queries, and financial data analysis.
- Experience writing JIRA stories and managing software development processes.
- Excellent communication and stakeholder management skills to align objectives across business functions.
Preferred qualifications, capabilities, and skills
