Asset & Wealth Management - Senior Product Manager - Vice President - Dallas

About the position

Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm's primary investment area, we provide investment and advisory services for some of the world's leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals, for which we oversee more than $2 trillion in assets under supervision. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. We are: Investors, spanning traditional and alternative markets offering products and services. Advisors, understanding our clients' priorities and poised to help provide investment advice and strategies that make sense for their portfolios. Thought Leaders, providing timely insights across macro and secular themes to help inform our clients' investment decisions. Innovators, using our suite of digital solutions to help our clients address complex challenges and meet their financial goals. The Asset & Wealth Management Strategic Transformation Office (STO) is tasked with overseeing comprehensive large-scale transformations. Our primary objectives are to enhance scalability, drive revenue growth, improve client experience, and elevate controls to optimize our operating platform. This group comprises of four critical functions, including (1) Product Management & Design, (2) Change Management, (3) Regulatory Management, and (4) Monitoring & Testing. The Product Management & Design team is looking for a Product Manager to support the Client and Portfolio Servicing platforms focused on the Wealth Investment Solutions (WIS) business, and will be responsible for partnering with Portfolio Managers and Investment Operations teams to rapidly develop and launch new investment solutions and refine existing solutions at scale. They will also be responsible for supporting the product vision and oversee the development, enhancement, and management of the client & portfolio servicing platform for WIS, including front-to-back functions such as portfolio set up, account readiness, trading readiness, post trade lifecycle management, and several other critical capabilities required to enhance operational efficiency, manage risks effectively, and drive investment decisions. The role works collaboratively with the leadership across the Investment teams, Sales & Distribution, Client Services, Operations and Technology organizations to deliver a robust and comprehensive strategy ensuring competitive advantage and addressing internal stakeholders and client needs. The ideal candidate will have a good understanding of investment products and investment operations within the financial services industry, preferably for the asset management business. This is a high visibility role, interfacing with business leaders and will require creativity and drive to deliver on the ambitious goals and roadmap.

Responsibilities

• Develop the product strategy and roadmap based on a deep understanding of business drivers, competition, and stakeholder needs.
• Own the entire product lifecycle, from ideation to launch and beyond, including management of product development, feature prioritization, release planning, and ongoing product maintenance.
• Break down complex problems and processes into feature components that drive product development and platform extensibility.
• Define, document, and prioritize product requirements, user stories, and acceptance criteria to guide the development process and ensure clear communication between stakeholders.
• Partner with a team of product managers to identify cross-product opportunities and to ensure all problems considered within the context of the target state product architecture.
• Design and monitor business metrics related to product usage, adoption, and client satisfaction, and establish a feedback loop informing strategic and prioritization-related decisions.

Requirements

• Proven experience (10+ years) in product management within the financial services industry, specifically within asset management.
• Master's or Bachelor's degree in relevant fields is preferred.
• Prior experience/understanding of financial instruments and products, preferably SMA and Options.
• Prior experience/understanding of Investment Operations (ideally within the Asset Management business).
• Proven track record of delivering complex, high-quality investment products at scale.
• Experience with all stages of the development lifecycle: inception, analysis, design, review, testing, and deployment leveraging agile development methodologies and tools.
• Demonstrated success in working with cross-functional teams, managing complex projects, and delivering software solutions on schedule and within budget.
• Excellent written and verbal communication skills, including experience working directly with both technical and non-technical stakeholders.

Nice-to-haves

• Ability to influence cross-functional teams, from presenting conceptual ideas to execution.
• Ability to work and deliver results independently, a self-starter with an ability to get in the details where necessary.
• Leading the definition of requirements and test cases for Engineering and QA.
• Ability to partner and drive results with third party vendors.
• Solving business solutions at scale with technology.