Product Manager @ InvestCloud, Inc. | Jobright.ai
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Product Manager jobs in West Hollywood, CA
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InvestCloud, Inc. · 2 days ago

Product Manager

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Responsibilities

Define the strategic vision and long-term goals for digital wealth products.
Conduct market analysis, competitive research, and customer interviews to identify market opportunities and trends.
Partner with Chief Revenue Officer to align on opportunity pipeline.
Develop and communicate product roadmaps that align with the company's overall strategy.
Collaborate with internal stakeholders to align product strategies with business goals.
Define key performance indicators (KPIs) to measure the success and effectiveness of product initiatives.
Monitor and report on product performance, including revenue growth, customer adoption, user engagement, and customer satisfaction metrics.
Identify opportunities for product optimization, enhancements, and feature updates based on data-driven insights.
Collaborate with product marketing team to define go-to-market strategies, positioning, messaging, and target customer segments.
Provide product insights and market intelligence to support the development of marketing collateral, sales enablement materials, and competitive analysis.
Collaborate on product launches, campaigns, and promotional activities to drive product awareness and adoption.
Collaborate with Pre-sales and Sales team to understand customer requirements, competitive landscape, and market trends.
Provide product training and support to the Pre-sales and Sales team.
Responsible for ensuring healthy ROI for product(s) being managed.
Identify personas & user journeys for entire product offering.
Collaborate with design team and own product experience.
Act as a subject matter expert during sales meetings, addressing technical and product-related inquiries.
Perform other duties as assigned.

Qualification

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Product ManagementProduct StrategyInfluencing StakeholdersPriority ManagementProblem-SolvingCommunicationCollaborationWealth managementFinancial technologyProduct marketingAgile methodologiesPre-sales activities

Required

Bachelor's degree in business, computer science, engineering, or a related field. MBA or equivalent is a plus.
3-5 years of Product Manager Experience.
Proven experience in product management, product strategy, or consulting roles within the fintech industry or related domains.
Strong analytical and problem-solving skills, with a data-driven mindset.
Excellent communication and presentation abilities, with the capability to influence stakeholders at all levels.
Ability to work collaboratively in a cross-functional team environment and manage competing priorities.

Preferred

2-3 years of management experience preferred.
Familiarity with agile methodologies and product management tools.
Understanding of wealth management, financial technology, or related fields.
Experience collaborating with product marketing teams to define marketing strategies and supporting collateral.
Previous experience working with sales teams and participating in pre-sales activities is a plus.

Company

InvestCloud, Inc.

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InvestCloud is transforming the Financial Industry's approach to digital.

Funding

Current Stage
Growth Stage
Total Funding
$54.06M
Key Investors
Kern Whelan Capital
2021-02-02Private Equity· Undisclosed
2016-09-21Private Equity· Undisclosed
2015-10-08Series B· $45M

Leadership Team

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Cheryl Nash
CEO Financial Supermarkets Division
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Jeffery Yabuki
Chief Executive Officer
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Company data provided by crunchbase
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