Product Manager - Wealth Management
Role : Product Manager - Wealth Management Platform
Role Type : Full-Time (No Contractor or 3rd party allowed)
Location : Fort Worth, Texas ( Hybrid must report to office every Wednesday and Thursday)
Experience : 10+ years
Key Competencies : Financial Services, Wealth Management, Investment Management, Envestnet, Product Management, Agile, SAFe ,
Responsibilities :
Product Vision And Strategy
- Define an actionable product strategy and roadmap prioritized by measurable client and business outcomes.
- Build and maintain relationships with business leaders to align product strategy with business strategy.
- Collaborate with CX and UX teams to conduct qualitative and quantitative customer research to gather insight and understand personas and needs.
- Evaluate emerging technologies and relevant innovative propositions to identify new opportunities.
Proposition Development And Delivery
- Write and present the business case for digital products and related opportunities.
- Document product feature requirements and artifacts to support the product development process.
- Clearly communicate compelling ideas (using presentations, wireframes, prototypes, etc.) to a wide range of stakeholders.
- Collaborate with System and Solution Architect / Engineering to jointly sequence the Architectural Runway that will host new business functionality.
- Collaborate with functional leaders (e.g. Training, Adoption, Change Management, Marketing, etc.) and subject matter experts to ensure features are released in a business-ready and timely manner.
- Collaborate with Agile Release Trains (ARTs) and third parties (as applicable) to build the required features.
Product Management And Measurement
- Utilize an evidence-based method for Product decision-making including but not limited to opportunity prioritization and client understanding.
- Be accountable for capturing identified value propositions in the business case and product roadmap.
- Be accountable and responsible for product metrics, including commercial and noncommercial goals through continuous monitoring and measurement.
- Be accountable for client experience and satisfaction metrics through continuous monitoring and measurement.
- Provide support to sales and marketing to agree on business-building tactics, activities, and targets and to ensure that value proposition and messaging are clear.
Qualifications
- Bachelor's Degree and above.
- 10+ years work experience
- Related Financial Services industry experience, specifically Digital Wealth Management, including an understanding of industry digital trends and technology stacks
- Experience with Envestnet’s platform and associated capabilities for Investment Management, Client Onboarding, Performance Reporting, Client Portal, etc.
- Product management experience, including going through a full product lifecycle (from launch to maturity)
- Previous experience in technical product development is desirable
- Related technology background is desirable, particularly in the area of digital experience platforms and web and mobile technologies
- Agile and / or Scaled-Agile (SAFe) experience
Required Knowledge, Skills and Abilities
Knowledge
- Relevant market and industry trends, including consumer, regulatory, legal, and technology
- Target personas and segments, overall market landscape
- Familiarity with digital technologies and industry tech stacks
- Company strategy, brand and value proposition
- Best practices and emerging trends related to innovation and go-to-market
- Agile development methods
- Ideation and opportunity identification methods
Skills
- Ability to conduct market, competitor, and customer research to gather insight, assess market opportunities, and make the case for investment
- Digital product strategy definition
- Digital product lifecycle management
- Ability to coordinate with digital product engineering and other functions for product development and delivery
- Communication, relationship-building, and influencing skills
Abilities
- Deep curiosity about customers, technology, and industry trends
- Visionary and forward-thinking, able to transfer a product vision into an outcome
- Strategic thinking
- Creative and innovative
- Exhibits analytical, rational, and logical thinking for optimal problem-solving
- Empathetic to clients, advisors, and users
- Collaborative
- Detail-oriented, well organized, efficient with time management
Certifications
The preferred candidate will have one or more certifications in the following areas :
- Product Management
- Agile and Scaled-Agile (SAFe)
- Platform and Technology
- Process Improvement
- Financial Services
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