VP, Product Management

📋 Description

• Own product vision, strategy, and roadmap for UMA/SMA and portfolio management capabilities.
• Translate complex operations into clear product requirements.
• Serve as SME on UMA structures, sleeves, overlay managers, and asset-location needs.
• Partner with engineering and design to architect scalable wealth mgmt solutions.
• Gather requirements from PMs, asset managers, and clients; refine concepts.
• Align roadmap with day-to-day investment management needs.

🎯 Requirements

• 10+ years in product management or related in wealth/asset mgmt.
• Deep understanding of managed-account structures: UMA sleeves, overlay, trading discretion
• Translate concepts into product requirements and intuitive UX for PMs/clients.
• Experience delivering platforms to broker-dealers, RIAs, TAMPs, wealth mgmt firms.
• Strong track record partnering with eng & design on complex fintech solutions.
• Experience collaborating with Sales, Marketing, Client Delivery, and others lifecycle.

🎁 Benefits

• Salary range: $200,000–$250,000 USD. Compensation determined by skills, experience, location.
• Comprehensive total rewards package.
• Company-paid medical premiums covering 90%.
• Competitive time-off program.
• Remote work flexibility.
• Opportunity to work on sophisticated portfolio management and fintech solutions.