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Forum Financial Management, LP · 1 week ago

Product Analyst

United States

Full-time

Remote

Mid Level

$80K/yr - $125K/yr

4+ years exp

Forum Financial Management, LP is a rapidly growing Registered Investment Advisory Firm with over $9 billion in assets under management. They are seeking an experienced Product Analyst to support and advance their technology strategy across product development, advisor technology support, and cybersecurity.

AdviceFinanceFinancial ServicesRetirementWealth Management

Responsibilities

Partner with product leadership to define requirements, test new features, and coordinate releases for our proprietary Hub and broader tech stack

Collect, analyze, and translate advisor feedback into actionable product enhancements

Track roadmap progress to ensure deliverables align with advisor efficiency, firm efficiency, and compliance goals

Serve as the primary escalation point for complex advisor technical issues, providing timely resolution and vendor coordination

Develop and maintain documentation, training resources, and best practices

Identify recurring issues and recommend process or product improvements to prevent them

Drive efficiency through process automation and systems integrations (Notion, Linear, Teams, etc.)

Produce clear, data-driven reports for leadership on product, support, and security initiatives

Proactively recommend tools, workflows, or practices that improve advisor and firm outcomes

Qualification

Product managementTechnical troubleshootingCybersecurity principlesFinancial services experiencePerformance reporting toolsWorkflow automationHighly organizedProactive problem solverCommunication

Required

4–6 years of experience in product management, IT, business systems, or technology operations (financial services experience preferred)

Proven ability to operate independently and manage multiple priorities with minimal oversight

Strong technical troubleshooting skills and experience working with external vendors

Familiarity with cybersecurity principles, tools, and compliance requirements within a regulated environment

Excellent communication skills, with the ability to translate complex technical topics for non-technical audiences

Highly organized, detail-oriented, and proactive problem solver

Preferred

Experience in financial advisory, wealth management, or related industries

Familiarity with advisor tools such as performance reporting (Tamarac, Orion) and financial planning systems (Income Lab, MoneyGuide)

Knowledge of SOC/SIEM platforms, endpoint management, or compliance-related technologies

Exposure to workflow automation, AI applications, or light scripting (Zapier, n8n, Python, SQL)

Benefits

We offer a full benefits package including health (PPO, HMO, HSA, and FSA), Dental, Vision, Disability, and Life Insurance.

We offer a 401 (k) plan that includes an automatic company contribution of 5% of salary.

Employees start off with 18 days plus 2 floating holidays they can use at any given time.

We offer a hybrid working schedule and require our employees to report to the office once a week.

Forum wants to grow our talent from within, and we recognize the role that professional development plays in that.

Employee engagement is very important to Forum, and we believe our employees are our greatest assets, so we strive to host quarterly cultural building activities, monthly office luncheons, and other activities to increase productivity within the company.