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Metro product role, well-known financial firm, and generalist title create high applicant competition.
High domain specificity due to regulated financial-advisor workflows and preferred financial services experience.
Requires financial services domain experience and Agile product skills, increasing selection rigor despite no explicit years.
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Own product strategy, roadmap planning, and execution for advisor and institution branding workflows and investment reporting platforms.
Collaborate with engineering, operations, marketing, and stakeholders to deliver product enhancements that improve clarity, usability, transparency, and client satisfaction.
Manage product lifecycle activities including requirements documentation, backlog prioritization, and support of product releases and adoption initiatives.
Bachelor’s degree or equivalent professional experience.
Experience in product management, business analysis, or related role within financial services, investment management, or banking.
Familiarity with Agile product practices such as backlog management and roadmap planning.
Experience translating business needs into business requirements documents, user stories, and product specifications.
Experienced in working within regulated, complex financial service environments with client- and user-focused product development.
Demonstrates ability to synthesize feedback from advisors, clients, and internal teams to inform practical product decisions.
Able to navigate ambiguous and changing priorities while collaborating across cross-functional teams.