AVP, Product Manager

Job Overview:

The Investor Experience organization is currently hiring a Product Manager to lead and help grow our Client and Meeting Management products. This role will be responsible for leading the development and execution of our CRM product strategies, ensuring alignment with business goals, and driving innovation within the CRM space. This role requires strong leadership, technical expertise, and the ability to collaborate effectively with various stakeholders. 

Responsibilities:

• Determine advisor needs and desires through interviews, market research, competitive research and insights from our stakeholders to support the technology needs of our users.

• Define mid- and long-term technology product development roadmap, key features/capabilities, and manage the development cycles with clear schedules, deliverables and milestones.

• Develop metrics to assess the success of products and features and determine necessary enhancements.

• Support the implementation of new offerings through requirements gathering, requirements writing, testing, and participation in and evaluation of prototypes and pilots.

• Build cross-functional relationships to establish a collaborative environment at all levels of the organization to create a more collaborative team and stakeholder community.

• Working closely with a cross-functional team to develop feature set priorities to execute and achieve the overall strategic product vision.

• Identifying requirements and writing user stories.

• Providing research, analysis, project management, and UAT testing support on a variety of strategic initiatives.

• Completing ad hoc assignments that assist in development and implementation of strategies and new processes.

• Synthesizing internal and industry data into themes and patterns to provide insights and data-driven recommendations.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Requirements:

• Bachelor's degree in a related field. Advance degree preferred.

• 5+ years of experience in product management or technical product ownership, with emphasis on platform products or infrastructure services.

Core Competencies:

• Experience with agile frameworks such as SAFe, Agile or Kanban in enterprise environments.

• Excellent communication skills, both written and oral, with the ability to create and deliver executive-level presentations while serving as a recognized subject matter expert on the team.

• Ability to build and foster enduring relationships with clients and cross functional teams.

• Empathy for the user experience and a passion for delivering outcomes that improve that experience.

• Entrepreneurial perspective, self-starter, ability to work with minimal supervision.

• Deep understanding of CRM capabilities and competitive landscape in the financial services space. Scheduling application understanding a plus.

• Strong team player with the ability to work effectively in a group and independently.

• Must be able to take initiative and “make things happen” with timelines and deadlines, self-starter and independent contributor.

• Good understan