VP, Product Management

Accountabilities:

• • Own the product vision, strategy, and roadmap for UMA, SMA, and multi-sleeve portfolio construction, overlay trading, rebalancing, and related portfolio management capabilities.
  • Translate complex portfolio management operations—including trading discretion, sleeve- versus account-level rebalancing, cash coordination, tax overlays, and performance attribution—into clear and actionable product requirements.
  • Serve as the internal subject-matter expert on UMA structures, including sleeves, base sleeves, overlay managers, manager-traded sleeves, flexible models, and their interaction with household-level asset-location rebalancing.
  • Partner with engineering and design teams to architect scalable, configurable solutions that support large wealth management programs as well as asset manager and overlay manager workflows.
  • Work directly with portfolio managers, overlay managers, asset managers, and wealth management clients to gather requirements, validate concepts, and continuously improve delivered solutions.
  • Maintain close alignment with internal portfolio management stakeholders to ensure the product roadmap reflects practical, day-to-day investment management requirements.
  • Define and prioritize the product backlog, balancing strategic platform investments with client-specific requirements, regulatory commitments, and broader business priorities.
  • Represent portfolio management capabilities in client and prospect discussions, RFPs, executive business reviews, and other high-level commercial engagements.
  • Collaborate with Sales, Relationship Management, Client Delivery, and other cross-functional teams to support successful client adoption, implementation, and platform expansion.
  • Monitor developments in managed accounts, direct indexing, tax management, multi-manager portfolio construction, and related investment technology trends, translating market developments into product investment decisions.
  • Partner across service, marketing, sales, account management, engineering, and other functions to understand market needs, launch new capabilities, and drive product adoption.
  • Contribute to a culture centered on collaboration, positive energy, continuous learning, ownership, and shared success.

  Requirements:

  • 10+ years of experience in product management, portfolio management, investment technology, or a related discipline within wealth management or asset management.
  • Deep understanding of managed-account structures and investment operations, including UMA sleeves, overlay management, account- and sleeve-level trading discretion, rebalancing engines, tax transitions, tax-loss harvesting, and performance attribution.
  • Demonstrated ability to translate sophisticated investment and operational concepts into product requirements and intuitive user experiences for portfolio managers and external wealth management clients.
  • Experience delivering technology platforms or capabilities to broker-dealers, RIAs, TAMPs, wealth management firms, or similar distribution channels.
  • Strong track record partnering with engineering and design teams to develop and launch complex, scalable financial technology solutions.
  • Experience collaborating effectively with Sales, Marketing, Client Delivery, Service, Account Management, and other cross-functional teams throughout the product lifecycle.
  • Excellent communication and executive presence, with confidence presenting to clients, prospects, portfolio managers, and senior internal stakeholders.
  • Bachelor’s degree required; CFA, CIMA, or a comparable investment credential is a plus.
  • Familiarity with portfolio optimization and rebalancing technologies such as Northfield, BARRA/Axioma, or similar platforms is preferred.
  • Experience integrating portfolio optimization engines into automated, rules-based trading and rebalancing workflows is highly desirable.
  • Background with a wirehouse, broker-dealer, RIA aggregator, TAMP, asset manager, or another organization delivering tax-managed investment solutions is advantageous.

  Benefits:

  • Salary range: $200,000–$250,000 USD, with compensation determined based on skills, experience, qualifications, job scope, and location.
  • Comprehensive total rewards package.
  • Company-paid medical premiums covering 90%.
  • Competitive time-off program.
  • Additional variable compensation opportunities, where eligible.
  • Remote work flexibility.
  • Opportunity to work on sophisticated portfolio management and financial technology solutions serving the wealth management ecosystem.
  • Inclusive workplace committed to diversity, collaboration, and equal opportunity.