Product Manager – Vice President ConnectWealth

Product Manager – Vice President ConnectWealth

Lead a team of Product Managers and drive the ConnectWealth related enhancements and buildouts across regions including mandates platform enhancements 

As a Product Owner, Vice President in the ConnectWealth Product team, you will design and deliver strategic solutions for a platform managing over $640 billion in AUM across 900,000 accounts. You will partner with stakeholders to develop and prioritize business requirements within an Agile framework, ensuring seamless delivery of innovative capabilities. You will also navigate regulatory complexity, drive operational readiness, and lead cross-functional collaboration to solve high-impact challenges under tight deadlines.

Job Responsibilities

• Gather Advisor needs via user research and journey mapping to identify high-value platform features.
• Develop business requirements in partnership with Portfolio Management, Technology, Operations, and Product Development teams.
• Document requirements in Epic/Story format within JIRA, ensuring clarity and strategic alignment.
• Lead story refinement and grooming sessions with Technology partners to align on scope and acceptance criteria.
• Partner with the UAT team to condition acceptance criteria and provide product oversight during testing.
• Manage stakeholder updates across APAC, EMEA, and US on enhancement status, timelines, and milestones.
• Escalate risks and issues promptly through formal governance channels, addressing control and scope impacts.
• Support Advisors day-to-day by resolving platform queries and issues on a prioritized basis.
• Collaborate with Business Management, Compliance, and control functions to ensure regulatory and operational alignment.
• Drive mandates platform enhancements as part of the firm's strategic ConnectWealth initiative.
• Analyze platform usage and operational data to identify trends and inform roadmap prioritization.

 

Required qualifications, capabilities, and skills

• Hold a Master's or Post-Graduate degree with 10+ years in financial services, including 5+ years leading 5-10 member teams in wealth management.
• Demonstrate proven product management expertise for large-scale business and technology initiatives.
• Think analytically and innovatively, fostering teamwork and collaboration across global, cross-functional teams.
• Manage stakeholders effectively across functional groups and regions with strong influencing skills.
• Communicate clearly and concisely at all organizational levels with strong verbal and written skills.
• Demonstrate accountability and adaptability in a dynamic environment requiring creative problem-solving and attention to detail.
• Build and sustain effective internal partnerships across Technology, Operations, Compliance, and Business Management.

 

Preferred qualifications, capabilities, and skills

• Apply experience with scripting languages such as SAS and Python for product analytics and process optimization.
• Leverage hands-on experience with digital transformation and fintech integration in Wealth Management.
• Utilize data analytics tools and methodologies to drive evidence-based product decisions.
• Explore emerging technologies in finance to enhance platform capabilities and Advisor experiences.
• Draw on prior collaboration with Sales, Legal, Compliance, Operations, and Technology teams.
• Navigate the regulatory and operational landscape of international wealth management across regions.
• Operate proficiently in Agile tools including JIRA-based backlog management and sprint planning.

 

Experience Level

Executive Level