Product Manager (Private Wealth Management)

Requirements

• Bachelor’s Degree required
• 5+ years of work experience in product management and the financial services sector
• Experience in wealth management ideal but not required
• Excellent verbal and written communication skills with the ability to lead calls and trainings
• Outstanding analytical and problem-solving skills; ability to synthesize differing requirements
• Strong attention to detail; strong logical and analytical thinker
• High degree of personal accountability and teamwork, going above and beyond to ensure that products are delivered on time and of quality
• Aptitude for logically breaking down complex problems and processes, documenting workflows and edge cases, and communicating solutions with clarity
• Commitment to excellence and a high level of integrity
• Proactive attitude and willingness to take initiative and ownership of projects, identifying potential risks and issues, and proposing solutions
• Adaptability and flexibility to work in a fast-paced and dynamic environment, collaborating with cross-functional teams and stakeholders
• Ability to balance quality work while meeting short deadlines