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Hoosier Financial Planning · 1 day ago

Product Manager - Wealth

New York, NY

Full-time

Hybrid

Mid, Senior Level

$120K/yr - $150K/yr

5+ years exp

FactSet Research Systems creates flexible, open data and software solutions for investment professionals worldwide. They are seeking a Product Manager to lead the development and delivery of portfolio modeling and rebalancing services, ensuring alignment across teams and enhancing client experiences.

ConsultingCustomer ServiceFinancial ServicesPersonal Finance

No H1B

Responsibilities

Support the end-to-end product management of our next-generation portfolio modeling and rebalancing services, from requirements gathering through development, launch, and initial adoption

Work closely with cross-functional teams, to ensure smooth integration and continuous alignment between the Factset suite of products

Collaborate with internal technology, operations, and compliance stakeholders to define core features and prioritize user needs

Ensure the portfolio services support interoperability and future integration with other products

Gather user feedback and analytics to guide feature enhancements, bug fixes, and usability improvements

Assist with agile delivery processes including sprint planning, backlog management, and user acceptance testing

Coordinate creation of training materials and documentation to support successful onboarding and ongoing user adoption of the PMS

Communicate project updates and solicit feedback from cross-functional partners

Qualification

Product managementWealth management experiencePortfolio analyticsAgile methodologiesUser researchCommunication skillsInterpersonal skillsDetail-oriented

Required

Bachelor's degree

5+ years of product management or related experience, preferably in finance, wealth management, or enterprise technology

Understanding of wealth management user workflows, and portfolio analytics and portfolio management (i.e. rebalancing, optimization, tax awareness) concepts

Proven experience in bringing a product from 0-1, including involvement in the initial development, launch, and iterative improvement stages is a plus

Exposure to portfolio management software and understanding of the competitive landscape

Strong interest in learning integration concepts and experience collaborating with technical partners

Outstanding written and verbal communication skills, with the ability to present complex ideas and project updates clearly and confidently to senior stakeholders

Experience conducting user or client research and converting feedback into actionable product enhancements

Familiarity with Agile methodologies and cross-functional collaboration

Strong interpersonal and communication skills for working with diverse teams and stakeholders

Ability to troubleshoot basic technical issues and support product testing and reliability

Detail-oriented, organized, and able to manage projects with guidance

For U.S. locations, must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future