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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in product management and platform enhancements within wealth management, focusing on advisor workflows, trading operations, and compliance. Capable of translating business needs into actionable product requirements while collaborating effectively across cross-functional teams.
Highest-signal resume keywords
Product ManagementTrading OperationsAdvisor WorkflowsRegulatory ComplianceStakeholder Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Product StrategyPlatform EnhancementsBusiness Requirements DevelopmentUser Story CreationPortfolio ManagementModel ManagementTrading SystemsPerformance MetricsWorkflow EfficiencyData Analysis
Soft Skills
Analytical SkillsCommunication SkillsDecision-Making SkillsCollaborationPrioritization
Tools & Technologies
VestMarkInvestCloud
Industry Keywords
Wealth ManagementInvestment ManagementFinancial TechnologyAdvisor Managed ChannelCompliance Standards
About the role
Key responsibilities & impact- Lead product strategy and platform enhancements for the Advisor Managed offering, including AMP and AAS
- Serve as the primary advocate for advisors and firms that actively manage client portfolios
- Gather, prioritize, and translate business needs into platform requirements
- Define, maintain, and communicate the platform product roadmap
- Align enhancements with investment strategy, advisor productivity, client experience, and compliance priorities
- Identify opportunities to improve portfolio construction, model management, trading, reporting, and platform capabilities
- Develop business requirements, user stories, and feature priorities
- Collaborate with Product and Engineering teams to design and deliver platform capabilities
- Guide features from discovery and requirements definition through delivery, launch, and continuous improvement
- Evaluate workflows and define future-state requirements
- Drive enhancements to functionality, automation, scalability, and ease of use
- Partner with Operations, Compliance, Legal, Technology, Wealth Solutions, Product, Engineering, and other stakeholders
- Coordinate decision-making across teams throughout the product development lifecycle
- Support rollout and adoption of new platform capabilities
- Develop user documentation, training materials, best practices, and enablement resources
- Track platform usage, advisor productivity, workflow efficiency, and channel feedback
- Use data, user feedback, and performance insights to refine capabilities and prioritize enhancements
- Lead or support performance improvement initiatives tied to measurable business outcomes
- Represent the Advisor Managed Channel in governance meetings and platform investment decisions
- Partner on oversight tools, trade supervision, client suitability controls, and related requirements
- Help ensure capabilities meet applicable regulatory and operational standards
- Deliver a prioritized product roadmap, documented requirements, workflow recommendations, adoption plans, performance metrics, and platform enhancements
Requirements
What you’ll need- 5+ years experience in product management, trading operations, preferably within wealth management, investment management, financial technology, or a related field
- Experience with trading systems such as VestMark, or InvestCloud
- Strong understanding of advisor workflows, portfolio management, trading, model portfolios, reporting, and investment operations
- Ability to translate complex business needs into clear product requirements and actionable priorities
- Demonstrated experience working cross-functionally with Product, Engineering, Operations, Compliance, Legal, and Technology teams
- Strong analytical, communication, stakeholder management, and decision-making skills
- Ability to manage multiple priorities and drive initiatives from strategy through implementation
- Commitment to building scalable, intuitive, and compliant solutions that deliver meaningful value for advisors and their clients
- Candidates must be legally authorized to work in the US
- Visa sponsorship is not available
Benefits
Comp & perks- Flex Time or Paid Time Off and Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule
- Additional variable incentive compensation
- Competitive benefits