Product Manager, Investment Analysis

This is an early-stage role with high impact and visibility. You will help drive the processes and shape the products that empower financial advisors to explore, evaluate, and identify the best investments for their clients. 

You will work closely with the product team to research, prioritize, define, and execute some of our most foundational product features. You will work collaboratively, helping to drive the process from problem definition through discovery, to concept development and refinement, through to shipping and maintaining key features. 

Your day-to-day will include:

• Building a deep understanding of our users. Working in close partnership with design, you will quickly become an expert in all aspects of our users, their needs, and how we plan to solve their most salient challenges. 
• Executing a best-in-class discovery process. You will help drive the process of going from problem definition through to rapid testing of concepts via primary research, usability studies, and rigorous validation processes in close partnership with design and engineering.
• Defining core product functionality. You will create business cases, high-level use cases, technical requirements and documentation, and revenue and ROI analyses, developed in close partnership with engineering, design, and investment teammates. 
• Bringing the product to life.  From building schedules and roadmaps to running standups to publishing product requirements and coordinating releases, you will help the design and engineering teams do their best work and bring game changing user experiences to life. 
• Building a deep technical partnership. You will partner with engineers throughout the development process from problem identification through to product launch
• Data-driven storytelling. You will use a data-driven approach to track and measure usage of the product and translate learnings into user narratives and actionable product plans.

You are inherently curious and are persistent in your desire to understand the root cause of any problem. You have a track record of consistency, and a desire to deliver high quality, complex products on-time, with broad reach and measurable impact. You have experience in and a passion for using data and technology to solve complex problems.

You enjoy helping others stay organized and on track to deliver successfully while remaining flexible. You have strong communication skills, the ability to work cross-functionally, and a love for finance and investing. You bring a confident and positive attitude with low ego, a high degree of ingenuity, resourcefulness, and problem-solving skills.

Required Skills

• Data centricity. You are passionate about technology and investing, and love rolling up your sleeves to understand and solve problems using data. 
• Comfort with ambiguity. You’ve worked on early-stage products that require questioning and reevaluation of all assumptions and a willingness to scrap everything and start over.
• Clear communication. You are able to boil complex subject matter into articulate talking points, documents, and presentations that explain your research, rationale, and the underlying “whys.”
• Bridge building. You have a track record of building trust and alignment across people of different backgrounds, specializations, working styles, and belief systems and aligning people around a central cause.
• Research expertise. You can run both qualitative and quantitative research that results in artifacts that engender deep empathy with the needs of a broad range of user types and translate their pain points into clearly articulated business opportunities and specs.
• Engineering familiarity. While you might not be able to write code, you understand and know how to partner with engineers to execute predictably using the software development life cycle.
• Data centricity. You have frameworks and methodologies for using data to guide product development, build consensus, and make informed prioritization decisions.
• Leadership. You inspire clarity of purpose, excitement, a sense of urgency, accountability, and ownership amongst your collaborators  across the company.

Background

• 2+ years of Product Management experience in consumer or enterprise products.
• Experience with financial products or a high level of passion and knowledge from personal experience. 
• Experience successfully partnering with a variety of cross-functional stakeholders (from highly technical to non-technical business colleagues). 
• Comfort with agile thinking and lean practices with a proven ability to experiment and guide teams toward activities and processes that best suit project goals.
• Ability to execute in a fast-paced startup environment