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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong product management capabilities with a focus on custodial data and operations platforms, including strategic accountability, cross-functional team leadership, and data-driven decision making. Possesses deep knowledge of wealth management, asset management, and fintech industries, along with technical acumen in software architecture and APIs.
Highest-signal resume keywords
Product Management ExperienceCross-Functional Team LeadershipWealth Management ExpertiseData-Driven Decision MakingTechnical Acumen in Software Architecture
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 Strategy DefinitionUser Story DevelopmentSDLC Process ImprovementAPI UnderstandingComplex Project ManagementAnalytics and Customer InsightFeature DevelopmentCapacity TrackingStakeholder ManagementMentoring Product Managers
Soft Skills
Excellent Communication SkillsStrategic ThinkingHands-On Execution Excellence
Certifications & Qualifications
Bachelor's Degree in Business, Finance, Economics, Computer Science, or Related Field
Industry Keywords
FintechWealth ManagementAsset ManagementCustodial AccountMoney MovementProduct RoadmapCross-Functional CollaborationTechnical InsightsCompetitive Landscape KnowledgeStakeholder Engagement
Tech Stack
Tools & technologiesSDLC
About the role
Key responsibilities & impact- Own the custodial data and operations platform with full strategic accountability
- Define product roadmaps and vision, maintaining 12-month roadmaps
- Ensure engineering teams are productively deployed and aligned with strategic objectives
- Lead cross-functional teams to deliver complex initiatives such as straight-through processing for account opening and money movement
- Design significant and complex new features and independently specify platform enhancements
- Decompose complex product ideas into actionable user stories and lead feature development across multiple teams
- Track and forecast team capacity and resolve conflicts in advance
- Run multiple complex projects in parallel while maintaining quality and timeline commitments
- Maintain strong knowledge of the technology stack and architecture
- Use data and technical insights to drive strategic decisions
- Manage and develop multiple product managers
- Assess product, design, engineering, and QA candidates of equivalent or lower seniority
- Demonstrate features internally and externally
- Develop knowledge of the competitive landscape and industry developments
- Represent product capabilities and roadmap in high-stakes internal discussions
- Improve SDLC processes and evangelize adoption across teams
Requirements
What you’ll need- Bachelor's degree in Business, Finance, Economics, Computer Science, or related field
- 5-8 years of product management experience with demonstrated progression in scope and impact
- Strong background in wealth management, asset management, or fintech
- Experience owning complete products or major product areas end-to-end
- Track record of successfully leading cross-functional teams and complex product initiatives
- Experience mentoring and developing junior product management talent
- Proven ability to define and execute comprehensive product strategies for complex money movement, custodial account and custodial integration platforms
- Strong technical acumen including understanding of software architecture, APIs, and engineering trade-offs
- Excellent stakeholder management and communication skills across all organizational levels
- Data-driven decision making with advanced analytics and customer insight capabilities
- Experience leading cross-functional teams and driving results without formal authority
- Deep understanding of wealth management, asset management, or fintech industries
- Ability to balance strategic thinking with hands-on execution excellence
- Candidates must be legally authorized to work in the US
- Unable to provide visa sponsorship
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