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Product Manager - Investments

What you’ll do: 

As the Product Manager for our Investments team, you will partner closely with our Engineering, Portfolio Management & Investment Operations teams to build new investment product features, identify opportunities to expand Ethic’s investment capabilities, automate internal workflow processes and vendor connections, and pinpoint areas for improvement as we scale our business. 

More specifically you will:

  • Help define the roadmap for our growing wealth management business
  • Deeply understand Ethic’s business and client goals to identify areas for improvement and new product development 
  • Play a hands-on role in the design process of our investment tools, with an emphasis on high quality user experience 
  • Partner with our portfolio management and investment operations teams to identify internal team needs for product enhancements across data, research, portfolio optimization, and trading.
  • Manage workflow, set priorities, and ensure product development timelines are met
  • Triage product requests from various teams and collaborate cross-functionally to solution complex product and system problems and anticipate second and third order impacts 
  • Effectively communicate product priorities and timelines back to the broader Ethic team

Who you are: 

  • You’re passionate about positively impacting the future of our planet and humanity
  • You’re independent and comfortable working at a small, fast-paced environment 
  • You’re kind, curious, and interested in other people’s perspectives
  • You’re inventive, excited about building something new, and a good problem solver
  • You’re open-minded and value diversity
  • You’re extremely organized, with a passion for product development processes 
  • You’re empathetic and relationship-oriented 
  • You’re an effective communicator with strong presentation skills 

What you’ll bring to the table: 

  • 7+ years of product development experience, ideally owning on a trading or investment management technology product
  • Strong knowledge of equity investments, portfolio management, financial planning and sustainable investing
  • Experienced in leading and working with an interdisciplinary team to develop, deliver and maintain technical and operational solutions
  • A demonstrated ability to manage timelines and coordinating key stakeholders
  • Experienced in developing technology products (perhaps your own) in a fast-paced, and product-centric environment 
  • Proficiency with design tools, with a passion for great UX

 

About Ethic:

Ethic is working toward a future where all investing is sustainable investing. We empower wealth advisors and investors to create portfolios that seek to align personal values with financial goals. 

Our team is committed to fostering an environment that brings together many different voices, perspectives and lived experiences to accelerate the global transition to sustainable investing.

Compensation & Benefits: 

Compensation at Ethic is a combination of base salary, equity (stock options) in the company, and benefits. 

The base salary for this role will range from $140,000- $155,000 per year, commensurate with experience. 

Our benefits package includes; 

  • Medical, dental & vision insurance – premiums 100% covered by Ethic (includes dependents) 
  • 401k with sustainable investment options and a 3.5% employer match
  • Unlimited paid time off 
  • 16-weeks of paid parental leave 
  • An annual $600 wellness & education stipend
  • Sponsored employee resource groups
  • Regular lunch & learns and volunteering opportunities
  • A fully-stocked office in lower Manhattan + the flexibility to regularly work remotely

Location: New York, NY (in-office at least 3 days a week) 

Submit an application: 

If you are interested in applying for this role, please submit both a resume and a cover letter below. 

Ethic values the diversity of our team and welcomes applications from all backgrounds and life experiences. In order to continuously grow a diverse team, we are taking a data-driven approach to understanding and iterating our hiring practices. 

 

 

Average salary estimate

$147500 / YEARLY (est.)
min
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$140000K
$155000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Product Manager - Investments , Ethic

As the Product Manager for Investments at Ethic in New York, NY, you will play a crucial role in shaping the future of sustainable investing. You’ll work closely with our Engineering, Portfolio Management, and Investment Operations teams to create compelling investment product features that not only enhance our client offerings but also align with our mission to positively impact the planet. Your responsibilities will include defining the roadmap for our wealth management business, conducting in-depth analysis to pinpoint areas for improvement, and actively participating in the design of cutting-edge investment tools with a focus on providing an exceptional user experience. Collaborating with various teams will be vital as you manage workflow, set priorities, and triage product requests that arise. You will have the opportunity to influence how our business scales and to communicate product priorities to the broader Ethic team. At Ethic, we value individuals who are curious, empathetic, and eager to collaborate. If you have a track record of product development in investment management technology and a passion for sustainability, we’d love to hear from you!

Frequently Asked Questions (FAQs) for Product Manager - Investments Role at Ethic
What are the primary responsibilities of the Product Manager - Investments at Ethic?

As the Product Manager for Investments at Ethic, your primary responsibilities will include developing a roadmap for our wealth management initiatives, collaborating with cross-functional teams, and identifying both internal and client-facing product needs. You'll be deeply involved in the design process, ensuring a high-quality user experience for our investment tools.

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What qualifications are required for the Product Manager - Investments position at Ethic?

To qualify for the Product Manager - Investments position at Ethic, you should possess at least 7 years of product development experience, specifically in trading or investment management technology. A strong understanding of equity investments, portfolio management, and sustainable investing is essential for success in this role.

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How does the Product Manager - Investments contribute to Ethic's sustainable investing goals?

The Product Manager - Investments at Ethic significantly contributes to sustainable investing goals by creating investment products that align with personal values and financial objectives. By focusing on developing innovative features and solutions, you help empower wealth advisors and investors to invest sustainably.

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What skills are important for a Product Manager - Investments at Ethic?

Key skills for the Product Manager - Investments role at Ethic include effective communication, project management, a user-centric design approach, and the ability to work collaboratively across interdisciplinary teams. Additionally, strong presentation skills and proficiency in design tools are valuable.

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What benefits are offered for the Product Manager - Investments role at Ethic?

The Product Manager - Investments at Ethic enjoys a competitive benefits package, including a base salary ranging from $140,000 to $155,000, 100% covered medical, dental, and vision insurance, a 401k with sustainable investment options, unlimited paid time off, and an annual wellness stipend.

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Common Interview Questions for Product Manager - Investments
Can you describe your experience with product development in the investment management industry?

When addressing your experience with product development, focus on specific projects you've managed, highlighting your role in leading cross-functional teams, any notable outcomes achieved, and your familiarity with investment management tools and technologies.

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How do you prioritize competing product requests?

In prioritizing product requests, share your approach to assessing urgency and impact. Discuss how you would weigh team input, business goals, and customer feedback to establish a clear priority list for product development.

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What methods do you use to gain insights into client needs and preferences?

To outline methods for gaining client insights, mention practices like conducting user interviews, analyzing feedback, and deploying surveys. Emphasize your commitment to understanding the client perspective to drive product enhancements.

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How do you ensure a user-friendly experience in product design?

Discuss your strategies for ensuring user-friendly design, such as employing user testing, collaborating with UX designers, and continuously soliciting feedback during the development process to refine and iterate on product features.

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What’s your approach to managing timelines and stakeholders in product development?

When discussing your approach, explain how you maintain open lines of communication with stakeholders, utilize project management tools to track progress, and set realistic timelines while remaining adaptable to changes that may arise.

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Describe a challenging product issue you faced and how you resolved it.

Share a specific story of a challenging product issue, the analysis you performed, and the innovative solutions you implemented to address it. Highlight your problem-solving skills and the impact of your resolution on the team or product.

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How do you stay updated with trends in sustainable investing?

Outline your proactive approach to staying informed, such as following industry publications, attending webinars, participating in networking events, and engaging with thought leaders in sustainable investing to gain insights that can influence your work.

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What tools do you use for product management and tracking development?

Discuss the product management tools you are familiar with, such as Jira or Trello, and how these tools aid in tracking project milestones, assigning tasks, and streamlining communication among team members throughout the development lifecycle.

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How would you handle conflicting feedback from different stakeholders?

Focus on the importance of gathering all perspectives, analyzing the feedback in line with business goals, and facilitating discussions among stakeholders to align on priorities while ensuring clarity and transparency in the decision-making process.

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Why do you want to work for Ethic as a Product Manager - Investments?

Articulate your alignment with Ethic's mission and values. Share your passion for sustainability, and how your skill set and career aspirations coincide with the opportunities Ethic offers to impact the investment landscape positively.

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Ethic is a leading independent provider of sustainable direct indexing strategies for financial intermediaries. The company enables advisors to personalize a given index to correspond with a client's investment, values, and tax management preferen...

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Full-time, hybrid
DATE POSTED
March 12, 2025

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