Pershing X, Vice President, Tax Management & Trading Product Manager

$81,000 - $179,000/Yr

Bn'Y - Lake Mary, FL

Full-time - Senior

Lake Mary, FL

10,001+ employees

Real Estate

About the position

The Vice President, Tax Management & Trading Product Manager at BNY's Pershing X is responsible for leading product management, development, and strategy for complex financial products. This role focuses on enhancing product offerings in tax management and trading, ensuring compliance with regulations, and maximizing profitability through strategic analysis and client engagement. The position requires a deep understanding of market trends and client needs to drive product growth and support wealth management professionals in delivering exceptional client service.

Responsibilities

• Lead product management, development, and strategy for large and complex products.
• Analyze complex client requirements and develop solutions that may include multiple products.
• Manage the development, enhancement, and profitability of assigned products.
• Perform operational and marketing analysis to ensure profitability and penetration goals are met.
• Collaborate with Operations, Technology, Risk, Compliance, and Legal to meet requirements during product development and delivery.
• Develop business cases for firm offerings through in-depth analyses of client segments and competitive landscape.
• Create product management roadmaps and establish evaluation criteria and success metrics.
• Lead pricing, promotion, distribution strategies, and competitive differentiators.
• Engage with Sales and relationship management to support business sales.
• Guide junior product managers and work with operations and systems managers during product implementation.

Requirements

• Bachelor's degree or equivalent combination of education and experience required; advanced/graduate degree preferred.
• 7-10 years of total work experience preferred, particularly in Product Management, operations, and client management.
• MBA or CFA preferred; Product Leadership Certification preferred.
• Experience with trade, rebalancing, and tax management product technology preferred.

Nice-to-haves

• Experience in a financial services environment.
• Strong analytical and strategic thinking skills.
• Excellent communication and interpersonal skills.

Benefits

• Highly competitive compensation and benefits package.
• Access to flexible global resources and tools for personal and professional development.
• Generous paid leaves, including paid volunteer time.
• Focus on health and personal resilience programs.