Product Manager

Key Responsibilities

• Define and execute product strategies and roadmaps aligned with business objectives and client needs.
• Lead cross-functional teams through the full product lifecycle, from discovery and requirements gathering through development, delivery, and continuous improvement.
• Prioritize product features, manage competing stakeholder demands, and communicate product direction and priorities effectively.
• Collaborate with engineering, design, UX, and business teams to translate complex financial concepts into scalable, user-focused solutions.
• Build and maintain strong relationships with stakeholders and clients to understand business challenges, gather feedback, and identify opportunities for growth.
• Use data-driven insights, analytics, and hypothesis-led development to inform product decisions and measure success.
• Navigate complex financial services environments and align product initiatives with broader business and technology strategies.
• Identify opportunities to expand client engagements through consultative problem-solving and strategic product recommendations.

Required Qualifications

• 7+ years of product management experience, including leadership of complex product initiatives.
• 5+ years of experience within financial services, preferably in asset management or institutional investment environments.
• Demonstrated experience developing and executing product roadmaps and managing the full product lifecycle.
• Strong understanding of financial services business models, workflows, and technology ecosystems.
• Experience collaborating with engineering, design, and business stakeholders in cross-functional, agile environments.
• Strong analytical and problem-solving skills, with the ability to make data-informed product decisions.
• Excellent communication, leadership, and stakeholder management capabilities.
• Proven ability to build trusted client relationships and operate effectively in a consultative environment.
• Strong understanding of financial systems, technology architecture, and data analytics.

Preferred Domain Expertise

Experience in asset management is highly desirable, particularly in areas such as:

• Investment vehicles and institutional investment products.
• Portfolio management processes and investment workflows.
• Financial services technology platforms and systems.
• Institutional investor needs and business operations.
• Data-driven financial products and complex enterprise solutions.

A bachelor's degree in a relevant field is preferred. Product management certifications are a plus.

Work Environment

This is a hybrid role based in New York City, requiring 3–4 days per week onsite with clients or at the designated office. Candidates should be comfortable working closely with clients and cross-functional teams in a collaborative, fast-paced environment.

Ideal Candidate

The ideal candidate is a strategic, commercially minded product leader who understands financial services, excels at roadmap development and execution, and can bridge the gap between business strategy, technology, and user needs. They should be comfortable managing complex initiatives, influencing senior stakeholders, and building long-term partnerships while delivering measurable product outcomes.