Sr Manager, Digital Product Management

About the Role

Key Responsibilities

• Establish strategic objectives, prioritization principles, and philosophy; lead development of 12-month product road map and release plan; focus on portfolio and account performance across client and advisor experiences.
• Oversee team development of roadmaps and lead direction on initial business case development for new initiatives.
• Work closely with internal business partners to identify opportunities and lead the implementation of strategic initiatives to address industry trends, evolve business and economic models, pursue market growth, and improve internal processes.
• Review, prioritize, and triage initiatives; develop resourcing strategies; synchronize work with stakeholders; make prioritization decisions; review stories and epics; oversee work of scrum teams.
• Define processes for identifying user needs and the user journey; teach and inspire leaders to evolve product suites and incorporate user views into product vision and roadmaps.
• Maintain strong relationships with Retail and Wealth Solutions business partners, legal, and compliance partners to translate business strategy into roadmaps.
• Serve as a control owner for the team and drive accountability for risk management procedures.
• Work with cross-functional partners to anticipate risks, identify and test controls, and ensure vision and strategy align with maintaining client trust through risk mitigation.
• Lead the team by setting clear expectations, providing feedback, coaching for performance, and managing resources and talent based on initiative needs.

Requirements

• 5+ years product management experience in financial services and/or technology.
• A background in financial services is required.
• Experience with investment management and/or financial planning systems and software.
• Bachelor's degree required; post-graduate degrees are a plus.
• Expertise in the competitive landscape of the financial services industry, especially related to performance methodologies and client utilization of performance capabilities.
• Deep understanding of modern portfolio theory, portfolio models, and the role of portfolio management within wealth management.
• Experience partnering with experience research teams and utilizing primary and secondary research for strategy development.
• Expertise in project planning, managing milestones, mitigating risks, and driving dependencies.
• Proficiency with Microsoft, Atlassian, and other product management tools.
• Collaborative skills and ability to build relationships inside and outside the team.
• Success in managing multiple projects with short to medium-term timelines.
• Strong analytical, organizational, presentation, and communication skills.
• Proven ability to build complex relationships and generate high value.
• Curiosity, a can-do attitude, and ability to learn quickly in a dynamic environment.
• Self-motivated with outstanding organizational skills and ability to track multiple deliverables.
• Strong problem-solving skills and decision-making ability in ambiguous situations.
• Highly developed communication skills, capable of presenting complex concepts persuasively.
• Experience with digital product management, design thinking, client journeys, and Agile development practices, including leading multiple teams as Product Owner.

Nice to Have

• Experience in Agile development practices leading multiple teams as Product Owner.

Benefits & Perks

• Role is eligible for bonus or incentive opportunities.