Digital Product Manager - Wealth Management

Location: San Francisco, CA
Job Title: Sr. Digital Product Manager - Wealth Management
Location: San Francisco, CA
Job Type: Direct Hire

Addastaff Consulting is the consulting firm that sees business beyond mere challenges and expectations. We specialize in providing services to high-risk, mission-critical technology projects for clients in the healthcare, financial services, health sciences, and technology industries.

Summary

The Sr. Digital Product Manager - Wealth Management will be responsible for supporting the strategic roadmap, product development, and support of the wealth manager's Digital offerings. The Sr. Digital Product Manager will be responsible for conception, development, delivery, maintenance and evolution of the wealth manager's digital platforms. The Sr. Digital Product Manager will work cross-functionally with front line producers (e.g. Wealth Managers), Clients, Technology, Operations, Legal, Compliance, Marketing as well as 3rd party vendors in a fast paced environment.

Duties & Responsibilities

- Work alongside senior management and key stakeholders to define the vision, scope, and roadmap for the wealth manager's Digital offerings.
- Effectively execute against the roadmap and provide on-going support to the wealth manager's Digital offerings.
- Meet with internal and external clients and integrate user feedback into the wealth manager's Digital offerings.
- Provide day-to-day oversight, management, reporting, and troubleshooting of products under management.
- Monitor competitive trends, evaluate relative product positioning, benchmark relative to key competitors, and identify areas for differentiation. Leverage this data to influence the roadmap.
- Optimize the services of our partnered vendors by effectively managing the relationships and their deliverables.
- Champion the wealth manager's Digital offerings to key enterprise partners and senior management across bank.
- Working in a hands-on way, successfully manage and deliver large and complex projects. Provide leadership on major initiatives, including vendor solution contracts, implementations and integrations, new product development, etc.
- Keep abreast of regulatory, legal and industry best practices to maintain compliance and an appropriate level of risk, particularly related to internet security. Partner closely with leadership of Audit, Enterprise Risk Management, Information Systems, Information Security and Compliance/ Legal to develop and recommend related risk management activities.
- Provide day-to-day oversight, management, reporting, and troubleshooting of products under management.
- Translate product strategy into detailed requirements.
- Drive product launches including working with public relations team, executives, and other product management team members.
- Represent the company by visiting customers to solicit feedback on company products and services.

Experience/Skills

- Deep experience developing and managing Digital products, i.e. websites, mobile apps (7+ Years.)
- Experience working in Financial Services, preferably in Wealth Management (5+ years)
- Solid technical background with understanding and/or hands-on experience in software development and web technologies.
- Proven working experience in product management with a track record of managing all aspects of a successful product throughout its lifecycle.
- Ability to work across multiple internal stakeholders, business areas, and external providers to develop and deliver high quality solutions (From ideation through to implementation.)
- Strategic thinker in online and mobile with ability to execution and manage day-to-day operations.
- Ability to look at key client needs coupled with the latest technology trends impacting consumer’s in the online banking space and translate into business requirements.
- Strong understanding of information architecture and data process flows and exchanges.
- A strong team player and leader (Planning, Communications, and Managerial Skills.)
- Excellent communication and interpersonal skills, including ability to deliver presentations and coordinate across the firm.
- Experience soliciting, gathering, analyzing, user input and requirements.
- MS/BS degree in Computer Science, Engineering or equivalent preferred.
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