Job Description

We are seeking an experienced Product Manager to oversee and enhance the tools and systems supporting portfolio management and reporting for our private wealth clients. This individual will play a pivotal role in managing the configuration, optimization, and roadmap for portfolio management platforms such as Addepar or similar systems. The ideal candidate will have a strong background in private wealth management and expertise in financial technology solutions .

Key Responsibilities:

Platform Ownership :

• Oversee the day-to-day operations, configuration, and enhancements of portfolio management platforms to align with business and client needs.
• Develop and maintain the product roadmap to drive continuous improvement and operational efficiency.

Stakeholder Collaboration :

• Partner with wealth advisors, portfolio managers, and operations teams to gather insights and translate their needs into platform improvements.
• Act as the central point of contact for all portfolio management-related technology requests, including troubleshooting and support.

Platform Enhancements :

• Define and document technical requirements for portfolio management tools, workflows, and reporting capabilities.
• Collaborate with engineers, vendors, and third-party development teams to design, implement, and test new solutions.

User Training and Support :

• Develop and deliver training materials to ensure users are proficient with the platform and maximize its capabilities.
• Promote platform adoption by driving best practices and maintaining consistent product usage.

• Performance and Reporting :
• Monitor the performance of portfolio management systems, identifying opportunities for optimization and innovation.
• Leverage tools to streamline client reporting and enhance the overall client experience.

Key Skills

• Ability to translate business needs into scalable technology solutions.
• Strong project management and organizational skills, with the ability to lead cross-functional initiatives.
• Exceptional communication skills, both written and verbal, to engage with stakeholders across various levels.
• High attention to detail and commitment to accuracy and consistency.
• Analytical and problem-solving mindset, with a focus on delivering measurable results.

Qualifications

Required Experience :

• Proven experience with portfolio management tools (e.g., Addepar) or similar private wealth technology platforms.
• Background in private wealth management or financial services, with a focus on portfolio reporting and operational tools.
• Familiarity with adjacent technologies such as Salesforce, DocuSign, and/or CRM systems.
• Proficiency with enterprise tooling, such as Jira, Confluence, and Microsoft Suite.

Preferred Experience :

• Knowledge of advisory operations, client servicing, DevOps, or QA processes.
• Experience leading technology projects in the private wealth industry, from requirements gathering to implementation.

• This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

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