Product Manager (Private Wealth Management)

New York , United States

AI overview

Lead cross-functional teams in delivering high-quality financial products, managing complex problems, and maintaining accountability in a dynamic work environment.
  • Bachelor’s Degree required
  • 5+ years of work experience in product management and the financial services sector
  • Experience in wealth management ideal but not required
  • Excellent verbal and written communication skills with the ability to lead calls and trainings
  • Outstanding analytical and problem-solving skills; ability to synthesize differing requirements 
  • Strong attention to detail; strong logical and analytical thinker
  • High degree of personal accountability and teamwork, going above and beyond to ensure that products are delivered on time and of quality
  • Aptitude for logically breaking down complex problems and processes, documenting workflows and edge cases, and communicating solutions with clarity
  • Commitment to excellence and a high level of integrity
  • Proactive attitude and willingness to take initiative and ownership of projects, identifying potential risks and issues, and proposing solutions
  • Adaptability and flexibility to work in a fast-paced and dynamic environment, collaborating with cross-functional teams and stakeholders
  • Ability to balance quality work while meeting short deadlines 

Requirements

  • Bachelor’s Degree required
  • 5+ years of work experience in product management and the financial services sector
  • Experience in wealth management ideal but not required
  • Excellent verbal and written communication skills with the ability to lead calls and trainings
  • Outstanding analytical and problem-solving skills; ability to synthesize differing requirements 
  • Strong attention to detail; strong logical and analytical thinker
  • High degree of personal accountability and teamwork, going above and beyond to ensure that products are delivered on time and of quality
  • Aptitude for logically breaking down complex problems and processes, documenting workflows and edge cases, and communicating solutions with clarity
  • Commitment to excellence and a high level of integrity
  • Proactive attitude and willingness to take initiative and ownership of projects, identifying potential risks and issues, and proposing solutions
  • Adaptability and flexibility to work in a fast-paced and dynamic environment, collaborating with cross-functional teams and stakeholders
  • Ability to balance quality work while meeting short deadlines 

Pierce Technology Corp is an IT staffing and solutions firm that has been delivering expert resources and comprehensive IT projects for over two decades. We specialize in compliance-related products, particularly in Know Your Customer (KYC) strategies, helping our clients enhance their service offerings while staying aligned with regulatory demands.

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