Senior Product Manager – Wealth Management Technology

Senior Product Manager – Wealth Management Technology

Requirements

• Three (3) to five (5) years of experience in defining and documenting business and technical requirements and processes, systems analysis, business process modeling, representing stakeholders on project teams, and problem-solving with large, complex cross-functional systems and processes.
• Knowledge of the following highly preferred to required: Concepts of risk management, issue tracking, change management, and requirements gathering.
• Knowledge of wealth planning, goals-based planning, rebalancing, and model management.
• Information technology support and technical documentation.
• Principles of banking and finance and securities industry operations.
• Business planning and analysis—with a demonstrated ability to develop a product strategy and deliver detailed business requirements based on that strategy.
• Knowledge of branch operations and advisor-facing technology is preferred.
• Clarifying system interface requirements and relationships.
• Interpreting client input, clarifying issues, and developing solutions.
• User acceptance testing principles, with the ability to develop test plans and scripts.
• Understanding of project management methodologies and fundamentals of the software development lifecycle.

Responsibilities

• Collects and analyzes information, interviews subject matter experts (SMEs), observes operations and uses knowledge of business systems and processes to develop solutions to specific problems.
• Identifies and documents business requirements for Wealth Management technology, centered on the Financial Advisor’s practice.
• Defines project scope and objectives through research and data gathering using a demonstrated understanding of systems and industry requirements.
• Develops an understanding of the business case behind all projects, including the motivating factors for all stakeholders.
• Serves as a liaison between client business units and technical teams by analyzing business and user needs, defining requirements, and representing the user in the design, development, validation and implementation of appropriate technology solutions.
• Serves as a functional subject matter expert (SME), provides internal consulting services to assigned functional area(s); coordinates activities with other functional areas and facilitates the implementation of cross-functional business system modules and/or enhancements.
• Assists in identifying requirements for each phase of testing and develops test plans and scripts, as required.
• Develops and maintains release schedules, working with the technology team to prioritize features and collaborates with other business units and technology teams as necessary for release management.
• Provides input for communications and documentation to support releases.
• Prepares and delivers written and oral presentations to project stakeholders and presents at conferences and events, both one-on-one and in classroom settings, as needed.

Preferred Qualifications

• Financial Services / Wealth Management experience preferred.