Technical Product Manager - Client Onboarding

The Technical Product Manager - Client Onboarding will coordinate new client implementations from kickoff through go-live, partnering with client stakeholders and internal technology and business teams to define requirements, align timelines and dependencies, drive issue resolution, and ensure readiness across data, integrations, access, and operational workflows.

What You Will Do

The main day-to-day responsibilities include owning end-to-end technical onboarding execution, driving cross-team planning, developing effective communication plans, leading technical discovery, coordinating data and integration delivery, ensuring operational and security readiness, and running onboarding governance.

Why It Might Be a Fit

To be successful in this role, you will need to have strong business analysis and project management skills, excellent verbal and written communication skills, and the ability to influence and present effectively to senior management and diverse stakeholders.

Requirements

• 5+ years of experience in product management, business analysis, and solution design, particularly in financial services.
• Familiarity with portfolio management workflows and data flows across them.
• Hands-on with SQL; proficiency with Python for analysis/prototyping and Tableau for visualization.
• Experience with modern SDLC and DevOps, Agile and Waterfall frameworks, and Kanban, Scrum, or similar methodologies.
• Excellent verbal and written communication skills and ability to influence and present effectively to senior management and diverse stakeholders.
• Well organized, detail-oriented, with a high commitment to execution quality and individual accountability.
• Proficient in Microsoft Office (Word, Excel, PowerPoint, MS Project) and experience with Monday, Confluence, JIRA, Visio, Miro, Aladdin, and similar tools a plus.
• Bachelor’s degree in a technical or quantitative field (CS, Engineering, Finance, or related) or equivalent experience.

Benefits

• Paid time off
• Medical/dental/vision insurance
• Retirement
• Life insurance
• Discretionary bonus
• Comprehensive package of benefits