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Jobs · Marketing · New York

Product Manager, Business & Wealth

Curinos · New York, NY · 1 mo ago
MarketingFull-time
We need to output HTML fragment with sections: h3 for headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include only sections that have real specific content. The posting includes: About the role (intro paragraph), Responsibilities (list), Desired Skills & Expertise (list), Preferred Skills (list), Why work at Curinos? (benefits), Salary Range (pay). No schedule. No qualifications separate? Could treat Desired Skills as Requirements/Qualifications. We'll create sections: About the role (h3), Responsibilities (h3), Requirements (h3) (maybe combine Desired Skills), Preferred Skills (h3) maybe as Skills? But we have Skills heading; we could put Desired Skills under Skills, Preferred Skills under Skills as well? Better: Skills (h3) for Desired Skills & Expertise, and maybe Preferred Skills as another subsection? But we can only have one Skills heading; we could combine both lists under Skills. Or we could have Requirements (Desired Skills) and Skills (Preferred Skills). The instruction: use h3 for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can choose which to include. We'll include About the role, Responsibilities, Requirements (Desired Skills), Skills (Preferred Skills), Benefits, Pay. No Schedule. We must not repeat job title. No Job ID. Remove boilerplate like EEO, application instructions, inclusivity, etc. Also remove "Applying" section, "Inclusivity At Curinos". Also remove "Why work at Curinos?" but we need benefits; we can keep benefits content under Benefits heading. We must preserve all substantive information; do not invent or summarize away detail. So we need to keep the bullet points exactly as given (or close). We'll convert bullet lists to
  • . For prose paragraphs, use

    . We need to ensure we don't include filler like "commensurate with experience". Not present. Let's extract content. First paragraph: "Curinos empowers financial institutions to put customers at the center of every decision. Our AI-first platform transforms proprietary data, advanced analytics and deep financial services expertise into timely recommendations - delivered right where teams work. The result: confident decisions, stronger customer relationships, and lasting, profitable growth. Curinos operates under a hybrid modality and has office locations in New York, Chicago, Boston, Toronto, and London. This role is open to hybrid/ remote candidates based in the United States." That's About the role. Next: "Job Description We are seeking a Product Manager to support and grow Curinos' Business & Wealth product portfolio. In this role, you will help translate market expertise, client needs, proprietary data and analytics into practical product capabilities that support pricing and growth decisions for financial institutions across wealth, business banking and commercial middle-market segments. Direct experience in all areas is not required, but the role requires curiosity and the ability to build fluency across each segment." That could also be part of About the role; but we already have About the role. Might combine. But we can keep About the role as first paragraph; then Responsibilities section. Responsibilities bullet list: Under "You Will" there are bullet points: - Develop a deep understanding of client needs across wealth management, brokerage, deposits, cash sweeps, business banking and commercial banking - Own and support product roadmap execution for defined Business & Wealth product areas, balancing client value, market opportunity, revenue impact and delivery feasibility - Translate market problems, pricing workflows and analytical insights into clear product requirements and customer-facing capabilities - Partner closely with subject matter experts, Data Science, Engineering, UX, Sales, Marketing and Product Delivery to bring new capabilities to market - Use client discovery, competitive intelligence, product usage and business performance to improve existing products and guide future investment Then there is a "Responsibilities" heading with sub-bullets: - Strategic Vision and Roadmap Management: Support the product vision and actively manage the roadmap for Curinos' Business & Wealth portfolio. Help prioritize product investments based on client needs, market opportunity, business impact, technical feasibility and product performance evidence. - Customer-Centric Innovation: Develop strong empathy for financial institutions' pricing, growth and relationship management challenges. Validate problems and solutions with clients and internal experts and connect product decisions to measurable customer outcomes. - Product Discovery and Development: Conduct product discovery, define requirements and support delivery of new capabilities that improve pricing decisions, market intelligence and client workflows. Use client feedback, usage data, market signals, win/loss insights and product performance evidence to validate problems, guide prioritization and continuously improve the product experience. - Data and Analytics Products: Partner with Data Science, Engineering and subject matter experts to turn proprietary data, benchmarks and analytical methods into clear, trusted product experiences. Help clients understand market conditions, compare alternatives and make better pricing decisions. - Market and Ecosystem Leadership: Maintain current expertise across wealth, business banking and commercial middle-market ecosystems, including pricing dynamics, deposits, cash sweeps, treasury management, relationship profitability and competitive market trends. Build fluency in how financial institutions make pricing, growth and relationship-value decisions across each segment, and use that perspective to inform product strategy, discovery and roadmap priorities. - Cross-Functional Leadership: Work closely with Engineering, UX, Data Science, Sales, Marketing, Product Delivery and business stakeholders to bring new capabilities to market and maximize customer impact. We need to preserve all substantive information; we can combine both sets under Responsibilities. Probably list all bullet points. Next: Desired Skills & Expertise bullet list: - 4+ years of Product Management experience - Deep understanding of pricing within the wealth management space, including affiliated broker-dealers, independent broker-dealers, deposits, cash sweep programs and AUM economics - Strong understanding of how financial institutions make pricing, spread, balance and relationship-value decisions across wealth and brokerage channels - Experience building data-intensive B2B software products that turn complex market data, benchmarks or analytics into clear customer workflows and decisions - Ability to translate client needs, subject matter expertise and analytical concepts into clear product requirements, user stories and roadmap priorities - Demonstrated experience working with Engineering, UX, Data Science, Sales, Marketing, Product Delivery and business stakeholders in an Agile environment. - Excellent communication skills, with the ability to create clarity, align stakeholders and explain nuanced product, pricing and analytical concepts to executive clients and technical and non-technical internal teams. - Strong judgment, ownership and follow-through, with the ability to manage multiple workstreams and make practical trade-offs Preferred Skills bullet list: - Experience with business banking, commercial banking, middle market banking, business deposit pricing, treasury management or relationship profitability - Experience in financial services, fintech, banking analytics, pricing analytics or advisory products within a regulated industry - Experience with market benchmarks, competitive intelligence, client-facing analytics, pricing tools or decision-support products Benefits: "Why work at Curinos? Competitive benefits, including a range of Financial, Health and Lifestyle benefits to choose from Flexible working options, including home working, flexible hours and part time options, depending on the role requirements – please ask! Unlimited PTO policy, floating holidays, volunteering days and a day off for your birthday! Learning and development tools to assist with your career development Work with industry leading Subject Matter Experts and specialist products Regular social events and networking opportunities Collaborative, supportive culture, including an active DE&I program Employee Assistance Program which provides expert third-party advice on wellbeing, relationships, legal and financial matters, as well as access to counselling services" We need to put that under Benefits heading as a

    • list? It's a prose list; we can convert each sentence to
    • . Might be okay. Pay: "Salary Range: $145,000 -$155,000 (plus bonus)". We'll put under Pay heading as

      . We must not include schedule. Now produce HTML fragment:

      About the role

      Curinos empowers financial institutions to put customers at the center of every decision. Our AI-first platform transforms proprietary data, advanced analytics and deep financial services expertise into timely recommendations - delivered right where teams work. The result: confident decisions, stronger customer relationships, and lasting, profitable growth. Curinos operates under a hybrid modality and has office locations in New York, Chicago, Boston, Toronto, and London. This role is open to hybrid/ remote candidates based in the United States.

      Responsibilities

      • Develop a deep understanding of client needs across wealth management, brokerage, deposits, cash sweeps, business banking and commercial banking
      • Own and support product roadmap execution for defined Business & Wealth product areas, balancing client value, market opportunity, revenue impact and delivery feasibility
      • Translate market problems, pricing workflows and analytical insights into clear product requirements and customer-facing capabilities
      • Partner closely with subject matter experts, Data Science, Engineering, UX, Sales, Marketing and Product Delivery to bring new capabilities to market
      • Use client discovery, competitive intelligence, product usage and business performance to improve existing products and guide future investment
      • Strategic Vision and Roadmap Management: Support the product vision and actively manage the roadmap for Curinos' Business & Wealth portfolio. Help prioritize product investments based on client needs, market opportunity, business impact, technical feasibility and product performance evidence.
      • Customer-Centric Innovation: Develop strong empathy for financial institutions' pricing, growth and relationship management challenges. Validate problems and solutions with clients and internal experts and connect product decisions to measurable customer outcomes.
      • Product Discovery and Development: Conduct product discovery, define requirements and support delivery of new capabilities that improve pricing decisions, market intelligence and client workflows. Use client feedback, usage data, market signals, win/loss insights and product performance evidence to validate problems, guide prioritization and continuously improve the product experience.
      • Data and Analytics Products: Partner with Data Science, Engineering and subject matter experts to turn proprietary data, benchmarks and analytical methods into clear, trusted product experiences. Help clients understand market conditions, compare alternatives and make better pricing decisions.
      • Market and Ecosystem Leadership: Maintain current expertise across wealth, business banking and commercial middle-market ecosystems, including pricing dynamics, deposits, cash sweeps, treasury management, relationship profitability and competitive market trends. Build fluency in how financial institutions make pricing, growth and relationship-value decisions across each segment, and use that perspective to inform product strategy, discovery and roadmap priorities.
      • Cross-Functional Leadership: Work closely with Engineering, UX, Data Science, Sales, Marketing, Product Delivery and business stakeholders to bring new capabilities to market and maximize customer impact.

      Requirements

      • 4+ years of Product Management experience
      • Deep understanding of pricing within the wealth management space, including affiliated broker-dealers, independent broker-dealers, deposits, cash sweep programs and AUM economics
      • Strong understanding of how financial institutions make pricing, spread, balance and relationship-value decisions across wealth and brokerage channels
      • Experience building data-intensive B2B software products that turn complex market data, benchmarks or analytics into clear customer workflows and decisions
      • Ability to translate client needs, subject matter expertise and analytical concepts into clear product requirements, user stories and roadmap priorities
      • Demonstrated experience working with Engineering, UX, Data Science, Sales, Marketing, Product Delivery and business stakeholders in an Agile environment.
      • Excellent communication skills, with the ability to create clarity, align stakeholders and explain nuanced product, pricing and analytical concepts to executive clients and technical and non-technical internal teams.
      • Strong judgment, ownership and follow-through, with the ability to manage multiple workstreams and make practical trade-offs

      Skills

      • Experience with business banking, commercial banking, middle market banking, business deposit pricing, treasury management or relationship profitability
      • Experience in financial services, fintech, banking analytics, pricing analytics or advisory

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