Transactional Deposits Product Manager - Assistant Vice President

Responsibilities

• Manage existing products and drive projects to develop new initiatives to increase adoption across various channels
• Assist in managing cross-functional teams with representatives from Digital Platforms, Technology, Operations, Marketing, Sales, Legal, Compliance, and Finance to launch and implement these new initiatives
• Partner with Digital Platforms colleagues to develop requirements, test their implementation, and deliver elegant experiences for Bank clients that lead to broader and deeper deposit relationships
• Maintain rigorous project management discipline to ensure key tasks & deliverables are well documented, tracked, and socialized upon delay or completion; provide clear readouts on progress in large stakeholder forums
• Analyze product trends & report on regional and nationwide performance of various products
• Develop key performance indicators and track progress; partner with Technology to improve & deepen reporting
• Prepare analyses for senior management, and succinctly communicate on key findings & insights
• Analyze competitive strategies across the industry
• Draft internal, Financial Advisor & client-facing communications and collaborate with cross-functional partners to develop and implement transactional deposit product strategy
• Support Financial Advisors, Private Bankers and Client Service Center in the sales of transactional deposit products and the resolution of any escalated client issues
• Maintain and update policies and procedures as needed to accurately reflect changes and enhancements to transactional deposits

Requirements

• Experience 3-5 years of professional experience in Banking Services or Technology
• Experience in Banking Product Management or consulting at a major financial institution a plus
• Strong understanding of retail and private banking products’ user experience, economics, rate environment, and market trends
• Demonstrated success in managing multi-stakeholder products & projects
• Bachelor’s degree in Finance, Economics, Accounting, or a related field. Liberal arts degrees are also welcomed

Skills/Abilities

• Self-starter who is able to work independently on multiple tasks; efficient time management skills and attention to detail a must
• Analytical & strategic thinker who is able to tackle unstructured problems with limited guidance
• Adaptable team player who is willing to learn new concepts quickly & efficiently
• Able to define and evaluate strategies and business use cases
• Strong product intuition and user empathy
• Great presentation and PowerPoint skills, with ability to put together cohesive, senior management-ready decks
• Excellent verbal and written communication skills
• Proficiency in MS Office (Excel, PowerPoint, Access)