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Sr. Product Manager, Advisor Portfolio Controls
Betterment - New York City, NY
posted 3 days ago
About the position
Betterment's mission is to empower people to do what's best for their money so that they can live better. As a Product Manager on our Betterment Advisor Solutions team, you'll be responsible for executing against and helping to shape the product roadmap for a platform that allows registered investment advisors to efficiently manage their clients' assets. You will be accountable for driving the next chapter of incredible growth in Betterment's advisor business with expanded & improved portfolio management capabilities. You will be expected to navigate multiple concurrent projects from a high level and be able to also quickly dive into the weeds with engineers as needed to address technical, project-specific roadblocks. You'll need to roll up your sleeves and work shoulder-to-shoulder with both highly technical and non-technical teams across the organization throughout the entire product development lifecycle. You'll need to prioritize effectively in order to ensure that our Betterment Advisor Solutions team is building best-in-class trading & portfolio management solutions for our advisor clients.
Responsibilities
- Understand the workflows and business practices of investment advisors in our target market and serve as their advocate within the organization
- Speak directly with advisor clients to explore ways that Betterment Advisor Solutions can continue to improve their practices and client relationships
- Work collaboratively with multiple squads to create new capabilities to support (and delight!) our advisor clients
- Ensure that the needs of our advisors are taken into consideration in the roadmaps of the platform teams who support our custody & trading capabilities
- Partner with design and engineering leads to help shape the product requirements for new releases into our advisor toolset
- Attend standups, planning meetings, and retros to support the Advisor Portfolio Controls engineering team
- Coordinate with advisor-facing teams to navigate complex client situations and oversee successful rollouts
- Work closely with Technical Program Managers to unblock or drive all phases of the software development cycle
- Regularly communicate project goals, milestones, and progress to business stakeholders and executive leadership
Requirements
- 3-5 years of product management experience at a financial services or financial technology company with a focus on trading and/or portfolio management preferred
- Strong analytical abilities with a passion for data-inspired decision making
- Self-starter and demonstrated success at communicating, prioritizing, and balancing needs cross-functionally
- Obsessive attention to detail and strong organization skills in a fast-paced environment
- Ability to build strong relationships across functions within an organization
- Creative problem solving skills that balance complying with regulatory realities and a commitment to innovation
- Ability to think connect abstract or complicated back-end builds to delightful customer experiences
- The story-telling capabilities that can help the organization see the long term vision of our advisor toolset
Benefits
- Competitive equity package
- Health, dental and vision benefits
- 401(k) offering with employer match
- Flexible PTO policy
- Variable compensation in the form of a discretionary company incentive bonus
