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ION

Lead Product Manager

ION

. Define and execute product strategy for complex financial services initiatives .

Posted 10/23/2026contractNew York City • New York • United StatesSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in product management within financial services, focusing on defining and executing product strategies, managing the full product lifecycle, and fostering client relationships. Proven ability to lead cross-functional teams and drive innovation through AI-native product development.

Highest-signal resume keywords
Product Management ExperienceFinancial Services ExpertiseAI-Native Product DevelopmentData Analytics ProficiencyLeadership and Stakeholder Influence

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Product Lifecycle ManagementData-Driven Decision MakingMarket Trend AnalysisUser-Centered SolutionsConsultative SellingFinancial Systems ArchitectureComplex Initiative LeadershipUpselling and Cross-SellingAgile MethodologyPortfolio Management Processes
Soft Skills
Exceptional Leadership SkillsInfluencing StakeholdersCommunication SkillsClient Relationship ManagementTeam Mobilization
Certifications & Qualifications
Product Management Certifications
Industry Keywords
Financial ServicesAsset ManagementInvestment VehiclesInvestment WorkflowsClient EcosystemsAI-First ProjectsCross-Functional TeamsClient EngagementsStrategic PartnershipsUser Experience (UX)

About the role

Key responsibilities & impact
  • Define and execute product strategy for complex financial services initiatives
  • Align roadmaps and features with business objectives
  • Lead cross-functional teams through roadmap execution
  • Communicate priorities and mobilize teams around shared outcomes
  • Foster strategic client relationships to understand needs and gather feedback
  • Identify growth opportunities, including upselling and cross-selling
  • Translate complex financial concepts into actionable product specifications and user-centered solutions with UX teams
  • Apply data-driven decision-making and hypothesis-led development
  • Continuously improve product success, delivery, and client satisfaction
  • Navigate complex client ecosystems and build long-term partnerships
  • Identify opportunities to expand client engagements
  • Spearhead transformative AI-first projects across the financial services sector
  • Drive innovation and deliver high-impact solutions in a cross-functional agile environment

Requirements

What you’ll need
  • 7+ years of Product Management experience, including senior product roles leading complex initiatives
  • 5+ years of experience in financial services
  • Strong understanding of market trends, personas, workflows, and the asset management industry
  • Proven ability to manage the full product lifecycle from discovery through delivery in complex environments
  • Proven experience defining, launching, and scaling AI-native products
  • Ability to make informed trade-offs across model performance, explainability, cost, and adoption
  • Demonstrated success in consultative selling and building long-term client relationships
  • Strong technical foundation in financial systems architecture and data analytics
  • Exceptional leadership skills and ability to influence stakeholders across organizational levels
  • Bachelor's degree in a relevant field
  • Product management certifications preferred
  • Understanding of investment vehicles, portfolio management processes, investment workflows, and key technology platforms serving institutional investors preferred

Benefits

Comp & perks
  • Supportive and inclusive work environment
  • Equal employment opportunity policy
  • Close collaboration with colleagues and clients
  • On-site client engagement 3–4 days per week