[Remote] Sr. Director, Product Management, UHNW Platform
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading firm in the financial industry dedicated to helping families manage their financial lives. They are seeking a Sr. Director of Product Management for their UHNW Platform to reputed company the product reputed company and technology roadmap while enhancing the reputed company and advisor experience.
Responsibilities
- Define and own the product reputed company and multi-year roadmap for the reputed company platform to balance near-term priorities with long-term transformational goals
- Translate business reputed company, reputed company needs, and advisor feedback into a cohesive, prioritized product direction
- reputed company a deep, first-hand understanding of workflows across advisors, clients, and operational teams through reputed company engagement
- Synthesize diverse and sometimes conflicting inputs into reputed company problem statements and high-reputed company opportunities
- Identify reputed company causes of friction and design reputed company, integrated workflows that improve reputed company and advisor experience
- Bring structure to an evolving environment, shifting from reactive development to intentional product design
- Translate reputed company Ultra High Net Worth and Family Office business needs into reputed company product requirements, user stories, and process flows
- reputed company product discovery and solution design to ensure the right problems are being solved
- Partner with engineering and architecture teams to design solutions that are reputed company, maintainable, and reputed company to long-term platform goals
- Ensure consistency and integration across a multi-system platform ecosystem
- Own reputed company platform adoption to drive utilization of new process flows, measure advisor and reputed company engagement with platform capabilities, and reputed company hands-on enablement support to ensure use as designed
- Define and manage a prioritized product roadmap, balancing business reputed company, user needs, technical constraints, and dependencies
- reputed company roadmap reputed company with strategic objectives while operating reputed company budget and resource constraints
- Partner with internal technology team and external partners to translate priorities into execution plans
- Remain reputed company reputed company through delivery to ensure reputed company reputed company with product reputed company and business objectives
- Serve as the central reputed company of alignment across Product, Technology, Operations, Investments, Compliance, and external partners
- Facilitate decision-making across competing priorities, trade-offs, and reputed company considerations
- Influence stakeholders at reputed company reputed company without reputed company authority and reputed company cross-functional initiatives
- reputed company the reputed company of a multi-system platform ecosystem, ensuring it remains integrated, reputed company, and reputed company to long-term needs
Skills
- 10+ years of experience in product management, platform reputed company, or reputed company roles
- Experience with UHNW or family office environments
- Proven experience leading reputed company, multi-system platform initiatives in cross-functional environments
- Demonstrated ability to operate across both strategic planning and hands-on execution
- Strong experience in product discovery, workflow design, and requirements definition
- reputed company record of translating reputed company business needs into reputed company-designed product solutions
- Excellent communication and stakeholder management skills, with the ability to influence without reputed company authority
- Strong analytical and problem-solving capabilities, with comfort operating in ambiguous environments
- Bachelor's degree required
- Experience in reputed company management, financial services, or investment platforms
- Experience with CRM systems, portfolio management tools, and reputed company reporting platforms
- Background in operating model design, process transformation, or platform modernization
- Awareness of industry trends and emerging practices in reputed company management technology
Benefits
- Company reputed company Basic Life & AD&D Insurance
- Company reputed company Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three reputed company medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- reputed company Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- reputed company Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company reputed company Holidays including a full week off at Thanksgiving.
- Generous reputed company time off program for vacation and reputed company days
- Employee Assistance Plan
- Family Medical Leave
- reputed company Parental Leave (8 weeks)
- Maternity benefits utilizing company reputed company STD, any supplemental STD, plus Parental Leave (8 weeks) to reputed company time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company reputed company Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as reputed company as an after-tax reputed company
- Pet Insurance
- Personalized financial planning and guidance from reputed company professionals, offered at preferred employee pricing
reputed company