The product manager will guide financial advisors in investment strategies, manage product lifecycles, and collaborate with teams to ensure smooth operations.
- Be the subject matter expert to enable our financial advisor to deliver investment strategy and transactions for different asset classes to HNWI clients
- Provide customized planning in terms of financial calculation to go above and beyond in creating a unique product range by identifying patterns and revenue opportunities
- Develop and test pricing, execution, and risk management strategies using financial modeling, and backtesting to optimize returns and mitigate risks
- Building, maintaining, and upgrading applications & tools needed to ensure a smooth operations process
- Collaborates with the relevant teams such as Technology, Growth, and Operations by providing a clear timeline to make sure the project delivery and transaction executions
- Bachelor's Degree in Financial Engineering/Finance/Mathematics or other relevant major from a reputable university
- Min. 5+ years experience working in the Wealth Management/Asset Management/ Fund Management fields
- Holds CFA level 3 certification
- Has experience managing the entire lifecycle of investment products, from ideation, analysis, and backtesting to implementation
- Strong communication and presentation skills
- Supportive teammates
- Health insurance benefits
- Self development activities that support careers
- Hybrid working arrangement
Top Skills
Financial Modeling
Similar Jobs
Information Technology • Software
Lead the product development strategy, manage a team of product managers, and drive cross-functional collaboration while ensuring alignment with business goals.
Top Skills:
Agile MethodologiesAnalytics ToolsSaaS
Fintech • Payments • Financial Services
The Senior Product Manager will define and execute product strategy for onboarding processes in digital lending, collaborating with stakeholders to optimize user experiences and comply with regulations.
Top Skills:
Agile MethodologiesDigital Lending Regulations
Fintech • Financial Services
The Sr Product Manager will lead the vision and execution for BECU's Consumer Credit Card products, overseeing product lifecycle, financials, and cross-team collaboration to drive growth and ensure alignment with member needs.
Top Skills:
Agile
What you need to know about the Sydney Tech Scene
From opera to comedy shows, the Sydney Opera House hosts more than 1,600 performances a year, yet its entertainment sector isn't the only one taking center stage. The city's tech sector has earned a reputation as one of the fastest-growing in the region. More specifically, its IT sector stands out as the country's third-largest, growing at twice the rate of overall employment in the past decade as businesses continue to digitize their operations to stay competitive.
