Accountabilities
Define and lead the long-term product vision, strategy, and roadmap for a platform supporting ultra-high-net-worth and family office services.
Translate business goals, client needs, and stakeholder feedback into prioritized product initiatives and scalable platform capabilities.
Conduct product discovery by engaging directly with advisors, operational teams, and business stakeholders to understand workflows, identify pain points, and uncover improvement opportunities.
Design and optimize end-to-end workflows that enhance operational efficiency, client experience, and advisor productivity.
Develop clear product requirements, user stories, process documentation, and functional specifications for engineering and implementation teams.
Collaborate with technology, architecture, operations, compliance, investment, and external partners to deliver integrated, scalable solutions.
Manage and prioritize the product roadmap by balancing strategic objectives, business value, technical dependencies, and available resources.
Drive platform adoption through enablement initiatives, performance measurement, and continuous optimization of new and existing capabilities.
Lead cross-functional decision-making, influence stakeholders without direct authority, and ensure platform evolution aligns with long-term business strategy.
Requirements
Bachelor's degree required.
Minimum 10 years of experience in product management, platform strategy, or a closely related leadership role.
Demonstrated experience supporting ultra-high-net-worth (UHNW), family office, wealth management, or financial services environments.
Proven success leading complex, enterprise-scale, multi-system platform initiatives across cross-functional organizations.
Strong expertise in product strategy, product discovery, workflow design, business process analysis, and requirements gathering.
Experience translating complex business challenges into scalable product solutions and technology roadmaps.
Ability to balance strategic planning with hands-on product execution throughout the product lifecycle.
Strong stakeholder management, communication, negotiation, and influence skills across executive and operational teams.
Excellent analytical thinking and problem-solving abilities with a track record of navigating ambiguity and organizational complexity.
Experience working with CRM platforms, portfolio management systems, client reporting tools, or similar enterprise technologies is preferred.
Background in platform modernization, operating model transformation, or digital transformation initiatives is considered an advantage.
Knowledge of emerging technologies and industry trends within wealth management and financial technology is highly desirable.
Benefits
Fully remote position within the United States.
Competitive compensation package.
Company-paid Basic Life and AD&D insurance.
Company-paid Short-Term and Long-Term Disability insurance.
Optional supplemental life, disability, accident, critical illness, and hospital indemnity coverage.
Comprehensive medical plan options, including High Deductible Health Plans and traditional medical coverage.
Health Savings Account (HSA) with employer contributions for eligible plans.
Dental and vision insurance.
Dependent Care Flexible Spending Account.
Generous paid vacation and sick leave.
Fourteen company-paid holidays, including an entire week off during Thanksgiving.
Paid parental leave, maternity support, family medical leave, and adoption assistance reimbursement.
Employee Assistance Program.
Company-paid concierge services for family and caregiving support.
401(k) retirement plan with employer matching, Traditional, Roth, and after-tax contribution options.
Pet insurance.
Discounted access to personalized financial planning services.
Company-provided technology for remote work and a flexible work environment.
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Why Apply Through Jobgether?
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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