VP, Product Management

For our client, a leader in the Finance & Insurance space, we are seeking a VP of Product Management to shape product priorities that connect customer needs, business goals, and practical execution. This role partners with engineering, design, analytics, and go-to-market teams to define opportunities, prioritize work, and deliver measurable product outcomes in a regulated financial services environment.

Location: Remote - US based candidates only, no visa sponsorship available

Responsibilities

• Own the product strategy and roadmap for UMA, SMA, and multi-sleeve capabilities
• Translate portfolio management operational needs into prioritized product requirements
• Act as the authority on UMA structures and their impact on asset rebalancing
• Collaborate with engineering to build scalable solutions for complex workflows
• Engage with Portfolio Managers and asset managers to validate product delivery
• Maintain alignment with Advisory Solutions to reflect real-world needs in the roadmap
• Define and prioritize the product backlog based on strategic and client demands
• Represent the company’s capabilities in client meetings and executive reviews
• Work with Sales and Client Delivery for successful client onboarding
• Stay informed on industry trends to guide platform investments

Qualifications

• 10+ years in product management or investment technology in wealth/asset management
• In-depth knowledge of managed accounts: sleeves, overlay management, trading discretion
• Ability to convert complex portfolio management concepts into user-friendly product features
• Experience in delivering technology solutions to wealth management clients
• Collaborative track record with engineering and design teams for scalable solutions
• Strong communication skills, able to present to senior stakeholders and clients
• Bachelor's degree required; CFA, CIMA, or similar credentials are advantageous

Pay

$200,000 – $250,000 annually

Benefits

• 90% company-paid medical premiums
• Competitive time-off program
• Potential for variable compensation
• Comprehensive total rewards package