- Reporting to the Senior Product Manager, this role will primarily champion the enhancement and growth of our Digital Advice Experience platform, ensuring its relevance and efficiency for diverse markets. The successful candidate will play a crucial role in shaping the UI experience, making it easier for internal teams and external partners to leverage our technological capabilities.
- Additionally, the candidate is also expected to step in where required on some of the other areas on available bandwidth and need of the hour.
- User-Centric Development: Work closely with UX/UI designers and researchers to develop a usercentric digital experience tailored for advisors.
- Collaboration: Partner with the digital product team, developers, and quantitative research teams to ensure the platform is both user-friendly and robust in its capabilities. Collaborate with legal, compliance, distribution, marketing, and client/partner teams for fulfilling critical support activities.
- Feedback Loop: Regularly engage with advisors to gather feedback, understand their needs, pain points, and expectations from the digital advice platform. Drive the product and business-planning process across cross-functional teams.
- Product Roadmap: Define, articulate, and manage the roadmap for the advisor experience, ensuring alignment with broader company objectives.
- Research & Analysis: Conduct market research and stay updated with the latest trends in digital user experience within the financial advisory space.
- Product Launches: Collaborate with client success teams to ensure successful product feature launches and updates.
- Continuous Improvement: Monitor platform analytics and usage metrics to continually refine and improve the advisor experience.
- Digital Deployments: Work with Product Research, Product Development, Infrastructure, Sales and Customer Success teams to ensure a successful client or partner deployment.
- Investment management: Work with investment teams to align on asset class selection, custom portfolio construction, capital market expectations and complete the fulfillment and customization of underlying investment models.
What ideal qualifications, skills & experience would help someone to be successful?
- Experience: Demonstrated experience in product management with a focus on user-centric digital products, ideally within the financial or fintech sector. Proactive and solutions-oriented, with a track record of managing product lifecycles successfully. Proven ability to take initiative and work under pressure in a changing/growing environment.
- Education: MBA with a Bachelor's degree in a related field from Tier 1 universities. Advanced degrees or certifications in product management or UX design are a plus. Additional qualifications like CFA, CQF, or other finance-related certifications would be an advantage.
- Digital Product Management: Past experience in managing, launching, or optimizing digital products, preferably within the financial services or fintech sector.
- User Experience: Strong skills in UX/UI design principles, with a proven track record of creating intuitive and engaging digital experiences.
- Communication: Superlative communication and consensus building skills. Ability to articulate product features, changes, and rationale to both technical and non-technical stakeholders.
- Analytical Skills: Proficient in analyzing user data, feedback, and market trends to inform product decisions.
- Teamwork: A collaborative mindset to work seamlessly with designers, researchers, and technical teams in an Agile software development lifecycle.
- Financial Acumen: Comfortable engaging in discussions related to quantitative finance concepts without necessarily having a deep expertise in the area.
- Problem-Solving: Ability to quickly understand challenges or barriers and devise effective and innovative solutions.
- Analytical Abilities: Proficiency in analyzing market data, user feedback, and other relevant metrics to inform product decisions.
- Cultural Sensitivity: Understanding and appreciation of cultural nuances, especially given the diverse geographical focus.
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