Software Product Manager - Investment Platforms

Job Description

How will your role impact First Command?

We're looking for a Product Manager that will be responsible for owning a portion of the portfolio for our Web Products and find ways to engage, grow and delight our audience.

You will report to the SVP, Wealth Management and Trust Services and your role will require you to collaborate with different areas of the company to improve our existing products and launch new ones.

What will you be doing?

• Build the next generation of product features for mobile web, desktop and other platforms as needed, focusing on delivering the best and most relevant information for our audience.
• Manage and validate stakeholder requests for new products and enhancements, gathering requirements down to the most basic needs, guaranteeing reusability among other stations.
• Work with Engineering, UX, QA, Marketing Operations and Enterprise architecture to ensure product concepts meet all needs, present to senior management and stakeholders as well as 3rd parties.
• Lead brainstorming sessions to identify user needs in the financial services space and ideate on potential solutions.
• Manage prioritization of production bugs as needed
• Lead user research along with UX counterparts to validate prototypes and gain insights from users.
• Envision, define, and communicate the product roadmap. Evangelize the product vision with new ideas and features.
• Perform measurement and data-driven prioritization of features that meet audience and business needs; set minimal viable product releases.
• Promote Agile product management processes.
• Alongside other Web PM, manage all aspects of the cross-functional team, including inter-team communications and results-oriented meetings.

What skills/qualifications do you need?

Education

• Bachelor's Degree or equivalent experience

Work Experience

• Experience of at least 6 years as a Product Manager, preferably with consumer-facing digital products
• Experience in financial service industry required
• Experience with product releases involving financial products and services.
• Experience organizing usability tests as well condensing key takeaways to executives.
• Experience with Pershing, Envestnet or other providers a plus

Certifications

• Series 7, 63 & 66 or 65, or 24 preferred

Knowledge, Skills and Abilities (all are required)

• Brokerage Ops Skills & Knowledge & Wealth Management Experience:
  • Individual with investment product experience to include brokerage accounts, unified managed accounts, someone who understands digital wealth management,
  • Individual who has built or installed a DWMP platform in the past, someone who has worked with Third Party Asset Management experience,
  • Individual with investment experience;
  • Individual with a thorough understanding of the investment industry trends, in particular managed account products (do not take someone just from Operations)
• Comfortable making decisions that will shape your product.
• Define a product vision along with short-term and long-term roadmaps in order to achieve it.
• Demonstrable examples of their user first approach.
• Able to articulate product technical solutions to development resources, without coding experience necessary.
• Well versed on new technology trends to help lead the team into adopting them for new products.
• Deep knowledge about how your users use your products.
• Able to read and synthesize product metrics to make suggestions and defend your positions based on measured product results.
• Led product initiatives collaborating with different groups in order to achieve the defined goals and a successful product launch.
• Effective written and oral communication skills that allow you to have everyone always on the same page about where your product stands.
• Highly collaborative and likes working in a team environment
• Effective written and oral communication skills
• Detail oriented and self-starter personality
• Versed in Agile product management methodology and tools
• Proven history of managing multiple product efforts simultaneously

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