Cognizant · 17 hours ago
Product Leader, Asset & Wealth Management
Charlotte, MI
Full-time
Hybrid
Senior Level, Lead/Staff
15+ years expCognizant is a global community of experts dedicated to helping clients reimagine their business. As a Product Leader in Asset & Wealth Management, you will drive large-scale product transformation and deliver innovative technology solutions for financial services clients, collaborating with cross-functional stakeholders and technology teams.
ConsultingIndustrial AutomationInformation TechnologySoftwareSoftware Engineering
Responsibilities
Lead the delivery of large programs and product transformations in Asset & Wealth Management, with a focus on trading, portfolio rebalancing, UMA, and householding
Define mid- and long-term technology product development roadmaps, key features, and manage development cycles with clear schedules, deliverables, and milestones
Determine advisor needs through interviews, market and competitive research, and stakeholder insights to support user-centric technology solutions
Develop and monitor metrics to assess product and feature success, driving enhancements and platform improvements
Support implementation of new offerings through requirements gathering, writing, testing, and evaluation of prototypes and pilots
Build cross-functional relationships to foster collaboration and drive strategic product vision
Provide research, analysis, project management, and UAT testing support for strategic initiatives
Synthesize internal and industry data into actionable insights and recommendations
Partner with Infrastructure, Architecture, and Enterprise Data teams to co-author technical roadmaps ensuring high performance and availability
Streamline development lifecycles for trading rebalancer products, reducing cost and time to value
Define and enforce system-wide compliance for non-functional requirements (performance, accessibility, interoperability)
Source latest technologies and maintain professional knowledge through conferences, networks, and professional societies
Qualification
Required
At least 15+ years of experience in product management or technical product ownership, with emphasis on platform products or infrastructure services
Strong domain expertise in Asset & Wealth Management and Financial Services, including trading, portfolio rebalancing, UMA, and householding
Proven track record in delivering large-scale product transformations and handling wealth management, trading products/applications, including AI projects
Advanced experience in equity, derivatives, fixed income, options, private and alternative markets
Experience with agile frameworks such as SAFe, LeSS, or Kanban in enterprise environments
In-depth experience in cloud technology (AWS, Azure, Google)
Excellent communication skills, both written and oral, with the ability to create and deliver executive-level presentations
Ability to work in cross-functional teams and drive outcomes without direct authority; skilled in risk management and project leadership
Skilled in rebalance and overlay trading functionality, operations infrastructure, and regulatory compliance for trading and portfolio management
Strong project management, organizational skills, attention to detail, and ability to prioritize and multi-task
Preferred
Experience in a client-facing role within broker-dealer, RIA, investment, or financial services firms
High level of intellectual curiosity and business acumen
Demonstrated ability to interact effectively with all levels within an organization
Superior communication and presentation skills
Ability to increase product adoption through advisor dialogue and investor marketing campaigns
Benefits
Medical, dental, vision and life insurance
401(k) plan and contributions
Employee stock purchase plan
Employee assistance program
10 paid holidays plus PTO
Paid parental leave and fertility assistance
Learning and development certifications and programs
Company
Cognizant
Cognizant is a professional services company that helps clients alter their business, operating, and technology models for the digital era.
10001+ employees
H1B Sponsorship
Cognizant 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
2025 (11113)
2024 (11423)
2023 (13054)
2022 (13876)
2021 (12651)
2020 (28659)
Funding
Current Stage
Public CompanyTotal Funding
$0.24MKey Investors
Summit Financial Wealth Advisors
2025-03-08Post Ipo Equity
2016-11-18Post Ipo Equity· $0.24M
1998-06-19IPO
Leadership Team
Ravi Kumar S
Chief Executive Officer
Anil Cheriyan
CTO / EVP Strategy & Technology
Recent News
2026-01-22
2026-01-22
2026-01-22
Company data provided by crunchbase