Asset Management (CMAS) is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
Job summary:
As a CMAS Strategic Product Specialist - Executive Director supporting the Customized Managed Account Solutions, you will help drive and solution initiatives impacting our strategic roadmap. Working in direct collaboration with cross-functional technology partners, business subject matter experts, and senior stakeholders, you will drive the development and buy-in of technology architecture and operating model to scale against accelerated business growth as well as to support innovation for new products and capabilities.
Job responsibilities:
Work with business colleagues and subject matter experts to develop a deep understanding of the SMA and Model Portfolio business including services and products offered, our technology stack including vendor tools, and existing business and control processes Effectively communicate our technology roadmap with internal stakeholders senior management to ensure alignment on prioritization, transparency on progress, and to drive the escalation of buy-in for key business decisions Conduct product discovery workshops for selected features or initiatives to understand and document user needs in the form of user stories. Work with developers and UX designers in refining features and initiatives, including the definition of clear acceptance criteria, wireframes and user validation. Support prioritizing the backlog to ensure technology evolvement beyond MVP requirements Represent the enhancements of the product to users and ensure adoption of new features and of the product overall. Work independently, possessing energy and confidence to complete strategic initiatives with limited supervisionRequired qualifications, skills and capabilities:
Familiarity with agile development methodologies Experience with frequently used tools in software product development such as Jira is a plus. Strong communicator that can listen to users and understand underlying issues and also articulate effectively proposed solutions to users and team members. Strong collaborator who can reconcile different user needs and priorities and work with a cross-functional team. Strong communication skills (written and oral) with ability to deliver messages clearly and succinctly Demonstrate ability to multi-task and re-prioritize quickly Expertise in PowerPoint: creating slides / charts and editing presentations for senior meetingsPreferred qualifications, skills and capabilities:
10+ years’ experience with product or program management roles Experience in Asset Management, knowledge of retail SMAs a plus Strong interest in technology and how technology can drive efficient processes is preferred Prioritizes work, meet tight deadlines, and possess strong attention to detail Utilizes qualitative and quantitative tools to analyze, synthesize and interpret information Works successfully and efficiently in a team-based environment Utilizes judgment and discretion when working with highly confidential information