TL;DR

Product Manager (Fintech): Leading Client Data Aggregation products, bridging the gap between data, technology, design, and wealth management expertise, enhancing advisor and client tools that are critical to the business with an accent on new technologies implementation. Focus on product iterations and optimizing the advisor experience.

Location: Must be based in Weehawken, New Jersey, United States

Salary: $140000 to $180000

Company

%hirify_global% is a leading and truly global wealth manager and the leading universal bank in Switzerland.

What you will do

Develop a clear product vision, strategy, and roadmap covering the full product development lifecycle.
Analyze user journeys and identify opportunities to enhance processes and implement new technologies.
Drive iterative development of new products and enhancements on client platforms and the advisor workstation, in collaboration with cross-functional teams and third-party vendors.
Serve as product owner within an agile team, participating in agile ceremonies and ensuring the product requirements are clear to designers and engineers.
Partner with financial advisors to understand their needs and challenges, ensuring the product directly addresses those needs.
Support Objectives and Key Results (OKRs) by using product metrics to achieve business goals.

Requirements

Ideally 7+ years of experience as a product owner in wealth management or related fintech roles
Proven track record of delivering complex, client-facing products (web & mobile) within financial services
Experience with asset aggregation providers (e.g. Yodlee, Plaid, etc.) and Personal Financial Management (PFM) tools is a plus
Ability to define user stories from high level features and guide them through iterative design and development processes
Proficiency in Excel and data analysis using queries
Strong communication and interpersonal skills for collaborating with both technical and non-technical stakeholders, including financial advisors

Culture & Benefits

Dedicated to craft and passionate about putting people first
New challenges and a supportive team
Opportunities to grow and flexible working options when possible
Inclusive culture brings out the best in employees
Use artificial intelligence (AI) to work smarter and more efficiently
Collaboration is at the heart of everything