Embrace this opportunity to make a significant impact and drive innovation in a high-profile role.

As a Product Manager within the ConnectWealth Product team, you will have the opportunity to make a significant impact and promote innovation in a high-profile role. You will act on behalf of the business, operations, and our clients to design and deliver strategic solutions. You'll be at the forefront, collaborating with key stakeholders to develop and prioritize business/functional requirements ensuring the seamless delivery of innovative solutions. You will also engage in user experience research and design processes, support testing, and lead implementation to guarantee code quality and timely delivery. This role requires the ability to tackle complex business challenges, manage tight deadlines, and juggle competing priorities while engaging with senior management.

Job Responsibilities:

Forge strong partnerships with stakeholders, including business management, design, operations, legal, compliance, and risk teams, to craft comprehensive business requirements Dive into UI and UX design processes to enhance user experiences Document business requirements in Epic/Story format using JIRA Prioritize requirements within an Agile framework, managing interdependencies across workstreams and systems Lead story refinement sessions with tech partners Collaborate with the UAT team to support test planning, acceptance criteria conditioning, and product support during testing Utilize analytical and problem-solving skills to identify trends and enhance processes for customers and the business Drive operational readiness, lead system demonstrations, manage release planning, and ensure timely incident/issue resolution Navigate the regulatory/legal landscape related to investment products, ensuring compliance with established procedures and regulations Proactively raise risks and issues to stakeholders or management; addressing control environment, program scope, and timeline impacts

Required qualifications, capabilities, and skills:

Masters or Post Graduate degree with 6+ years in financial services, wealth management, or investment organizations Proven expertise in project and product management for large-scale business and technology initiatives Strong independent decision-making and problem-solving abilities Proficiency in Agile and Waterfall Methodologies, adaptable to hybrid practices Exceptional organizational skills for managing tight deadlines and prioritizing work Experience collaborating with diverse teams and coordinating cross-functional initiatives Ability to build relationships and influence colleagues, technical, and functional partners Excellent analytical, communication, and presentation skills Confident communicator capable of delivering updates at all organizational levels Ability to synthesize information, draw conclusions, and present findings effectively Proficiency in tools like Jira, MS Excel, Word, and PowerPoint

Preferred qualifications, capabilities, and skills

Experience with scripting languages and/or data analysis tools like SAS and Python Experience with digital transformation and fintech integration in Asset and Wealth Management Proficiency in data analytics tools and methodologies Experience with emerging technologies in finance Experience with and/or prior collaboration with Sales, Legal and Compliance, Operations and Technology