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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in product strategy execution within financial services, leveraging data-driven decision making and consultative selling to foster client relationships and drive innovation. Proven ability to lead cross-functional teams and manage the full product lifecycle in complex environments.
Highest-signal resume keywords
Product Management ExperienceFinancial Services ExpertiseData Analytics ProficiencyLeadership SkillsClient Relationship 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 Lifecycle ManagementData-Driven Decision MakingFinancial Systems ArchitectureAgile MethodologyUser-Centered Solutions
Soft Skills
Influencing StakeholdersCommunication SkillsConsultative Selling
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
Asset ManagementInvestment VehiclesPortfolio ManagementFinancial Services InitiativesWealth Management
About the role
Key responsibilities & impact- Define and execute product strategy for complex financial services initiatives
- Align product 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 in collaboration with UX
- Apply data-driven decision making and hypothesis-led development to improve product success, delivery, and client satisfaction
- Navigate complex client ecosystems, build long-term partnerships, and expand engagements
- Spearhead transformative wealth management and private banking projects for financial services clients
- 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
- Demonstrated success in consultative selling approaches and building long-term client relationships
- Strong technical foundation in financial systems architecture and data analytics
- Exceptional leadership skills with ability to influence stakeholders across organizational levels and align product direction with strategic goals
- Bachelor's degree in a relevant field
- Understanding of the asset management industry, including investment vehicles, portfolio management processes, investment workflows, and key technology platforms serving institutional investors
- Ability to work on-site with clients 3–4 days per week
Benefits
Comp & perks- Discretionary bonus eligibility based on company and individual performance
- Hybrid work model with flexibility to work from the office or remotely
- Supportive and inclusive work environment
- Equal employment opportunity policy