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Apogem Capital · 4 days ago

Corporate Vice President, Investment Solutions Product Manager

New York, NY

Full-time

Hybrid

Mid, Senior Level

$156K/yr - $223K/yr

7+ years exp

Apogem Capital is a financial services firm seeking a Corporate Vice President, Investment Solutions Product Manager. This role is responsible for overseeing and enhancing the platforms and processes supporting the purchase and onboarding of annuity and investment products, driving modernization, innovation, and efficiency across new business capabilities.

Financial Services

H1B Sponsor Likely

Responsibilities

Own the end-to-end product lifecycle for annuity and wealth purchase platforms, including digital tools supporting new business, Suitability, Reg 60 and account setup

Develop and maintain a product roadmap aligned with the Purchase Experience Value Stream’s strategic objectives

Define and manage key performance indicators (KPIs) that measure the effectiveness of the purchase experience and process improvements through adoption, efficiency and user satisfaction

Lead modernization efforts across all annuity and investment purchase and new business processing platforms, leveraging digital tools, automation, and data to drive transformation

Research and evaluate emerging technologies, digital tools, and industry trends to drive innovation

Champion customer-centric design and data-driven decision making to continuously enhance the purchase experience

Partner with business, technology, operations, and compliance teams to deliver platform enhancements and new capabilities

Work closely with UX/UI teams to ensure intuitive, consistent, and frictionless user experiences

Serve as a key liaison between the Purchase Experience Value Stream and other value streams to ensure integration and alignment across platforms

Translate business goals and user needs into clear product requirements and user stories

Prioritize backlogs based on business value, effort, and strategic alignment

Manage backlogs, user stories, and sprint planning to ensure timely delivery of prioritized initiatives

Manage vendor relationships and third-party integrations as needed

Ensure timely delivery of product releases and adherence to regulatory and compliance standards

Qualification

Product managementFinancial services knowledgeDigital product initiativesAgile certificationStakeholder managementRegulatory compliance knowledgeAnalytical skillsCustomer-centric designCommunication skillsCross-functional collaboration

Required

Bachelor's degree in Business, Finance, Economics, or a related field

7+ years of product management or business leadership experience within financial services, with a focus on wealth management and investments

Proven ability to lead digital product initiatives from concept through delivery

Strong understanding of financial products such as mutual funds, annuities, managed accounts, and other investment vehicles

Strong analytical, communication, and stakeholder management skills

Experience with platforms supporting new business or purchase journeys in financial services

Knowledge of regulatory and compliance considerations in investment and advisory services

Agile certification (e.g., CSPO, PMI-ACP) or experience working in agile delivery environments

This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting

Benefits

Leave programs

Adoption assistance

Student loan repayment programs

Company

Apogem Capital

Apogem Capital is an alternatives investor, with decades of experience investing in the middle market.

Founded in 2022

New York, New York, USA

201-500 employees

https://apogemcapital.com/

H1B Sponsorship

Apogem Capital has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2024 (1)

2022 (1)