Senior Product Manager - Wealth Strategy and Adoption

InvestCloudOct2024
New York, NY
Category Finance
Job Description
Senior Product Manager - Wealth Strategy and Adoption job description. The role requires 2-6 years of experience in management consulting, internal strategy, or change roles, or product- and market-facing roles within wealth management, asset management, fintech, or financial market infrastructure. The job involves shaping PMN's product and network strategy, defining wealth manager adoption, and working directly with the market to unlock private markets at scale.

Requirements

  • 2–6 years’ experience in management consulting, internal strategy, or change roles, or product- and market-facing roles within wealth management, asset management, fintech, or financial market infrastructure.
  • Demonstrated ability to structure complex, ambiguous problems and turn them into clear insights, recommendations, and actions.
  • Strong strategic and analytical thinking, with the ability to move between big-picture framing and detailed execution.
  • Comfortable operating in fast-moving, uncertain environments with limited precedent or playbooks.
  • Ability to engage credibly and confidently with senior stakeholders, both internally and externally.

Benefits

  • Medical/Rx
  • Dental
  • Vision
  • Disability
  • Life/AD&D insurance plans
  • Flexible Savings Account (FSA)
  • Health Savings Account (HSA)
  • Employee Assistance Plan (EAP)
  • Health advocacy
  • Voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance)
  • 401(k) retirement savings plan with company match
  • Paid time off
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