Asset & Wealth Management – Associate – Product Management

Asset & Wealth Management – Associate – Product Management

Requirements

• Bachelor’s degree (U.S. or foreign equivalent) in Accounting, Finance, Economics, Mathematics, Business, Data Analytics, or related field
• Two (2) years of experience in the job offered or in a related role
• Utilizing Business Intelligence and ETL Tools (Tableau, Alteryx, SQL) to summarize and report business and operational insights to leadership
• Review existing processes and develop recommendations to automate reporting and operational workflows
• Working in financial services industry with exposure to internal financial reporting
• One (1) year of experience extrapolating business needs given a problem statement and a base understanding of the capabilities of available technologies
• Leveraging research, critical thinking, collaboration and problem-solving skills to identify solutions that fit user needs
• Creating alignment across the business and developing recommendations that result in high return on investment
• Collating user feedback through intake process and prioritizing in backlog
• Working with business to define product requirements and preparing for tech review and implementation
• Presenting recommended solutions to leadership and stakeholders for awareness and feedback

Responsibilities

• Leverage ETL tools to generate and provide data driven insights to advisors
• Automate manual operational processes via Tableau dashboards and Alteryx reports
• Leverage SQL to pull revenue reporting data from various sources and summarize for strategic leadership reporting
• Review and develop recommendations for enhancing generated reports and integrating them into strategic systems (i.e. Salesforce) for real-time reporting and updates
• Collaborate with Advisors, Technology teams, Design, Marketing, Legal, Compliance, and others to align on user needs and product strategy
• Continuously analyze data and feedback to identify both problem areas and opportunities
• Actively manage the product backlog and continuously account for emerging priorities
• Articulate product features and requirements to different audiences (from development teams to program leadership)
• Define and develop customer journeys
• Collaborate with other product managers and designers to ensure cohesiveness of the overall advisor and customer experience
• Drive and prepare ROI driven business cases
• Develop products by analyzing market research and client or advisor insights, aligning on the vision, and executing
• Inform product decisions through analysis, user research, and experimentation
• Ensure high-quality user experiences for end users by working closely with UX/UI designer
• Collaborate with users and stakeholders to develop and communicate product roadmaps
• Represent Product Team in client engagements
• Stay close to industry trends and apply innovative concepts to the product as appropriate

Preferred Qualifications

No preferred qualifications provided.