Wealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Senior Associate

Job Responsibilities

• Support the vision, strategy, operating model, requirements, and development of "next gen" portfolio implementation and trade flow platforms as we roll out new managed account (UMA) products across advisory & discretionary channels across the US and eventually international regions.
• Manage discovery efforts to uncover solutions; integrate into product roadmap.
• Create business requirements that capture functional, design, and control/regulatory features in collaboration with stakeholders, including business management, design, technology, operations, legal, and compliance teams.
• Document verifiable requirements using AI (e.g. Cline/Claude) and Epic/Story format using JIRA.
• Support story refinement and grooming sessions with technology partners and business (including via AI generated Pull Requests in bitbucket / Claude).
• Help maintain a product backlog that enables development to support the overall strategic roadmap and value proposition.
• Partner with UAT testing teams to support acceptance criteria use cases and provide product support during testing phases.
• Support and participate in the design, development, testing, and implementation of requirements throughout their lifecycle to ensure quality and timely delivery.
• Support framework and track the product's key success metrics such as cost, feature and functionality, risk posture, and reliability.
• Apply AI to scale requirements articulation, discovery, and backlog refinement – without compromising quality, compliance, or regulatory rigor.

Strategic Leadership

• Help define and execute the product strategy for Wealth Management's platform, ensuring alignment with overall program goals and OKRs.
• Drive innovation and continuous improvement to enhance platform capabilities.
• Be a decision maker determining trade-offs based on known considerations.
• Opportunities to transform the operating model and platform to support substantial assets while eliminating legacy systems.
• Lead the use of AI across strategy formulation, operating model design, and continuous platform improvement.

Stakeholder Management

• Collaborate with leadership, steering committees, and cross-functional teams to align business and technology objectives.
• Manage stakeholder relationships and influence strategic decisions to support product development and delivery.
• Demonstrate team spirit and strong collaboration skills across functions and LOBs.
• Use AI to scale briefings, status updates, and decision documents for executive leadership and steering committees.

Product & Risk Management

• Manage delivery of product features and enhancements, ensuring quality and compliance across integrated systems.
• Ensure appropriate risk management and participate in governance initiatives to ensure the platform meets regulatory and business requirements.
• Ensure timely delivery across end-to-end project lifecycle.
• Use AI to maintain traceability across requirements, decisions, and delivery artifacts – surfacing quality, compliance, or governance gaps early in the lifecycle.

Required Qualifications, Skills and Capabilities

• Product Management Experience:
  • 2+ years of experience in wealth management or financial services.
  • Track record of successfully managing projects – highly desirable.
  • Experience with or in a product or project management role – highly desirable.
• Leadership Competencies:
  • Strong strategic vision and execution capability, with excellent communication skills.
  • Ability to lead meetings and initiatives with cross-functional teams, fostering a collaborative and innovative work environment.
  • Strong issue resolution and problem-solving abilities.
• Technical Skills:
  • Proficiency in Excel and PowerPoint.
  • Experience in JIRA – desirable.
  • Ability to leverage data and analytics to drive product decisions and improvements.
  • Experience using AI tools – highly desirable.