We are seeking a dynamic and experienced Product Manager to lead the development of an end-to-end wealth management platform for a prestigious Tier 1 Financial Services firm. This role involves close collaboration with senior business executives to design and deliver platform capabilities that align with the product strategy and roadmap. The successful candidate will work with cross-functional teams to ensure seamless integration and functionality.
Additionally, the Product Manager will provide mentorship to junior business analysts and other product team members, fostering a culture of growth and excellence. Based in New York City, this position offers a hybrid work environment. Product management responsibilities for a wealth management platform with end-to-end capabilities
Collaborate with cross functional teams
Responsible for aligning product strategy to the roadmap
Write functional/technical requirements and user stories
Deliver platform capabilities within an agile methodology
Provide mentorship to junior business analysts and other product team members
Execute user acceptance testing as necessary
Act as a sounding board for client initiatives
Recognize and escalate opportunities for outsourcing, when needed
Wealth Management experience, specifically with trading platforms and extensive experience with managed accounts (UMA, SMAs, etc.)
Understanding of wealth management portfolio accounting in a UMA environment and trade lifecycle
Familiarity with trading in a multi-custody environment
Product Management experience, including writing functional requirements / technical requirements
Familiarity with UX design principles
User Acceptance Testing experience
Familiarity with other trading platforms a plus
Knowledge of wealth management regulations and trends
Experience working within an agile delivery framework
Together, as owners, lets turn meaningful insights into action.
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Exciting times are ahead at CGI as we search for an enthusiastic and skilled Product Manager to lead the creation of an innovative wealth management platform. Based in the vibrant heart of New York City, this role will allow you to work closely with senior business executives, ensuring that our solutions not only meet business goals but also provide extraordinary value to our clients. Your expertise in wealth management will be instrumental as you craft the product roadmap, manage functional requirements, and collaborate with cross-functional teams to enhance functionality seamlessly. You'll also have the opportunity to mentor junior business analysts, helping to cultivate a dynamic and knowledgeable product team. By engaging closely with client initiatives and executing user acceptance testing, you'll recognize opportunities for outsourcing and drive our strategies forward. Here at CGI, we believe in the power of ownership, collaboration, and mutual success, and we're excited about having individuals who share that vision. Join us to shape the future of wealth management technology, and be part of a supportive environment that encourages your growth from day one!
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