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Dir, Product Wealth Management

Skills
Software DevelopmentAttention To DetailBusinessEmerging TechnologiesEquitiesGraphic Design PrinciplesMarketing Strategy
Role

What the job involves

The main requirements, responsibilities and hiring steps.

Requirements

  • Bachelor’s degree or equivalent work experience
  • 10+ years relevant business experience including product management or similar
  • Understanding of iterative development and software development processes
  • Expertise in Agile Product Management stakeholder management market and user research technology management and process design
  • Excellent communication collaboration influence facilitation and executive communication skills
  • High level of organization and attention to detail
  • Passion for new technology and trends

Nice to have

  • Entrepreneurial
  • Strategic
  • Collaborative
  • Analytical
  • Detail-oriented
  • Innovative
  • Client-focused

Day to day

  • Leads the Wealth Management product group and owns the strategy vision roadmap and go-to-market direction for core wealth platforms services and data foundations.
  • Manages a portfolio of product teams across planning prioritization sequencing and delivery while ensuring high-quality work throughout the product lifecycle.
  • Partners with business technology design and product leaders to drive compliant scalable client and advisor experiences improve measurement and performance and build a strong product culture.