Product Management Executive
Job Summary
Owning the strategy and roadmap for portfolio management capabilities, the remote VP, Product Management will manage product vision for UMA, SMA, and multi-sleeve portfolio construction while collaborating with engineering and client delivery to ensure solutions meet the needs of wealth management clients.
Key responsibilities
- Own the product strategy, vision, and roadmap for portfolio construction, overlay trading, and rebalancing capabilities across the VAST platform
- Translate operational realities of portfolio management into clear, prioritized product requirements
- Partner with engineering and design to create scalable solutions for large wirehouse and asset manager workflows
Required qualifications
- 10+ years of experience in product management or investment technology roles within the wealth management or asset management industry
- Deep understanding of managed account concepts, including sleeves, overlay management, and rebalancing engines
- Proven ability to translate complex investment operations concepts into product requirements and user experiences
- Experience delivering platform capabilities to a wealth management audience, ideally including multi-manager distribution
- Bachelor's degree required; CFA, CIMA, or similar investment credential is a plus
Complete Job Description
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