Lead Product & Engagement Manager
TLDR
Own successful complex financial services initiatives by leading product strategy and engagement, ensuring operational and financial rigor while fostering long-term client trust.
Product Strategy & Execution
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Define, own, and execute product strategy and roadmaps for complex initiatives, ensuring alignment with client business objectives and contractual commitments
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Lead the full product lifecycle from discovery through delivery, balancing strategic vision with execution discipline
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Translate complex financial services concepts, workflows, and data into clear product requirements and usercentered solutions in collaboration with UX and engineering teams
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Apply datadriven decisionmaking and hypothesisled development to optimize product outcomes, delivery effectiveness, and client satisfaction
End-to-End Engagement Ownership
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Act as the single accountable owner for engagement success across delivery, product outcomes, financials, and client satisfaction
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Own and operate within the MSA, current SOW, and prior SOWs, ensuring scope clarity, expectation alignment, and value realization
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Proactively identify risks, issues, and dependencies across product, delivery, resourcing, access, and finance and resolve them with clear mitigation plans
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Ensure nothing blocks delivery momentum, invoicing accuracy, or executive decisionmaking
Delivery & Governance Leadership
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Lead crossfunctional, agile delivery teams while maintaining clear priorities, shared outcomes, and predictable execution
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Establish and manage delivery cadence, operating rhythms, and governance forums
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Prepare and present executivelevel materials that communicate a coherent, compelling story across progress, risks, financials, and resourcing
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Navigate ambiguity and changing priorities while maintaining alignment to agreed success criteria
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Run the engagement with P&Llevel ownership, including utilization, forecasting, burn management, invoicing, and margin protection
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Understand and manage the commercial implications of delivery decisions, scope changes, and staffing adjustments
Experience & Background
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7+ years of Product Management experience, including senior roles leading complex initiatives
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5+ years of experience in financial services, with strong familiarity with asset management workflows, personas, and domain constraints
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Demonstrated success owning endtoend product delivery in complex, regulated environments
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Proven experience operating in a clientfacing, consultative role, balancing delivery, strategy, and commercial considerations
Skills & Capabilities
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Strong product instincts paired with operational and financial rigor
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Ability to lead and influence senior stakeholders across organizations
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Deep comfort translating between business strategy, financial concepts, and technical execution
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Exceptional communication skills with executive presence under pressure
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Structured thinker who can make highquality decisions with incomplete information
Domain Expertise (Preferred)
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Asset management industry experience, including:
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Investment vehicles and portfolio management processes
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Institutional investment workflows
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Front, middle, and backoffice technology platforms
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Strong technical foundation in financial systems architecture, data platforms, and analytics
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Product strategy is clear, defensible, and aligned to measurable business outcomes
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Delivery is predictable, wellstaffed, and trusted by client leadership
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Financials are clean, accurate, and transparent every month
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Stakeholders see you as the owner, not the coordinator
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The client wants to expand the relationship because outcomes are consistently delivered
ION Group builds innovative software solutions that enhance trading and workflow automation for the financial services industry. We serve a diverse clientele, including corporations, central banks, and financial institutions, providing them with high-value analytics and strategic consulting. Our emphasis on transformative technology positions us as a key player in the evolving landscape of finance.
- Founded
- Founded 1998
- Employees
- 500+ employees
- Industry
- Internet Software & Services