Asset & Wealth Management - Portfolio Servicing - Product Management - Vice President - New York

Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm’s primary investment area, we provide investment and advisory services for some of the world’s leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals, for which we oversee more than $2 trillion in assets under supervision. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. We are:

• Investors, spanning traditional and alternative markets offering products and services.
• Advisors, understanding our clients’ priorities and poised to help provide investment advice and strategies that make sense for their portfolios.
• Thought Leaders, providing timely insights across macro and secular themes to help inform our clients’ investment decisions.
• Innovators, using our suite of digital solutions to help our clients address complex challenges and meet their financial goals.

 

The Asset & Wealth Management Strategic Transformation Office is a recently established entity tasked with overseeing comprehensive large-scale transformations. Our primary objectives are to enhance scalability, drive revenue growth, improve client experience, and elevate controls to optimize our operating platform. This group comprises of four critical functions, including (1) Product Management & Design, (2) Change Management, (3) Regulatory Management, and (4) Monitoring & Testing. 

 

The Product Management & Design team is looking for a Product Manager for the Portfolio Servicing Platforms, where you will support the product vision and oversee the development, enhancement, and management of the portfolio servicing platforms for the global Asset Management business. The portfolio servicing platform encompasses vital functions and core platforms that are responsible for portfolio set up, accuracy of books and records, trading readiness, post trade lifecycle management, payments and several other critical capabilities required to enhance operational efficiency, manage risks effectively, and drive investment decisions. 

 

This role works collaboratively with the leadership across the Investment teams, Sales & Distribution, Operations and Technology organizations to enable tax-aware customized equity options strategies in separately managed accounts with scale. The product manager will deliver a robust and comprehensive strategy ensuring competitive advantage and addressing internal stakeholders and client needs. This product manager will engage with multiple stakeholders to understand the spectrum of problems and challenges to be solved across the client and investment journey and will play a key role in enabling this new strategy and define the roadmap for integration with various distribution platforms in the future. 

 

We are looking for a talented and passionate Product Manager who thrives in an extremely entrepreneurial, fast paced environment. This is a high visibility role, interfacing with business leaders and will require creativity and drive to deliver on the ambitious goals and roadmap. 

 

How You Will Fulfill Your Potential on the Product Management team:

• Develop the product strategy and roadmap based on a deep understanding of business drivers, competition, and stakeholder needs.
• Own the entire product lifecycle, from ideation to launch and beyond, including management of product development, feature prioritization, release planning, and ongoing product maintenance.
• Break down complex problems and processes into feature components that drive product development and platform extensibility.
• Define, document, and prioritize product requirements, user stories, and acceptance criteria to guide the development process and ensure clear communication between stakeholders.
• Partner with a team of product managers to identify cross-product opportunities and to ensure all problems considered within the context of the target state product architecture.
• Design and monitor business metrics related to product usage, adoption, and client satisfaction, and establish a feedback loop informing strategic and prioritization-related decisions. 

 You will be successful in this role if you have had proven experience with: 

• Ability to influence cross-functional teams, fr