- Remote but must be able to cover Eastern Time
- Hybrid IF in NY or Seattle
Position Overview:
- Role Title: Solutions Manager (Digital Product Manager)
- Scope:
- Oversee digital clients, specifically financial advisors across the industry.
- Focus on helping clients open and manage accounts.
- Manage the client journey, reporting, and API integration.
- Translate client needs into technical requirements.
Key Responsibilities:
- Client-Centric Focus:
- Work closely with asset management or financial advisory clients.
- Manage client journey and translate requirements for technology teams.
- Data Visualization and Reporting:
- Use data visualization and analysis for reporting purposes.
- Leverage APIs for reporting and analysis within asset management, particularly mutual funds.
- Skills:
- Strong capabilities in business analysis (BA) and product management
Required Experience:
- Industry Background:
- Experience in wealth or asset management is essential.
- Education:
- Bachelor’s degree required; Master’s degree is not required.
Interview Process:
- Interview Format:
- Video interview for the 2nd round.
- Looking for a quick decision-making process.
Location:
- Work Environment:
- Remote option available for strong candidates.
- Hybrid work preferred for candidates in New York or Seattle.
Top Skills
- Understanding of Agile
- Examples of work in financial services/asset management, having worked with financial advisors
- Experience with heavy data visualization
- Experience with client research
- Working cross functionally in a large organization
- Experience working with Sr. UX designers to complete digital product design
The Solutions Manager is responsible for working skillfully across the organization and managing stakeholders to produce
• Solution Vision, which entails defining:
o what we are solving for
o end-to-end user/customer journey or lifecycle
o personas, their skills and needs
o high level outline of a solution that addresses their needs
• Solution Intent (architecture), which entails defining:
o nomenclature for data and capabilities required to meet business objectives, this is critical to establish common language across business and technology
o overall non-functional requirements that are key metrics required for new system to capture and track
o target operating model (business, operations) that complement evolution in systems
o Defining requirements for API and data flow
• Program Increment planning and leadership
o Roadmap
o Efficient implementation
o Feature planning
o Dependency planning
o Metrics definition
PRIMARY RESPONSIBILITIES
– Communicate effectively - both verbally and written - with technology and business partners to include strong discussion, debate and listening skills and the ability to look beyond obvious answers to understand impacts.
– Creatively design workshops and user sessions by identifying suitable participants, being clear about outcomes and approach (interviews, online whiteboarding, surveys, card sorting, etc.)
– Ability to empathically understand and articulate user needs
– Analyze data gathered through user/stakeholder interactions and apply design thinking to draw out goals/business needs/problem statement/opportunity to be addressed, workflows/user journeys, personas and high level solution outline
– Work collaboratively with product and development team to draw out solution intent with capability roadmap and milestones
– Clearly understand and articulate dependencies that will influence sequencing of development
– Work collaboratively with business and operations stakeholders to draw out target operating model as systems evolve
– Effectively manage stakeholder relationships through polished communication and follow-through
– Effective written communication through solution inception, vision and intent documents
– Lead and influence cross-functional teams.
– Provide consultation and ensure continuity with product and development teams on solution.
JOB REQUIREMENTS
– A minimum of 15 years of experience in Finance/Asset Management, Strategy, Business Analysis or System analysis
– Excellent verbal and written communication skills
– Experience leading and directing others to achieve measurable results.
– Demonstrated ability to articulate customized solutions to meet business requirements
– Advanced experience working with Scaled Agile/Agile/Lean/Kanban software development processes
– Advanced skills using a variety of tools to document workflows and data mapping including but not limited to Excel, SQL and Visio
– Understanding of analysis and artifact goals throughout the solution lifecycle
– Ability to learn quickly and work in a changing environment and under tight deadlines
– Ability to independently manage personal timelines and meet tight deadlines
– Ability to successfully manage and coordinate simultaneous project deliverables across groups and teams
– Strong experience with SQL, Excel, Visio, Balsamiq, Jira, Tableau, Confluence
– Strong experience in financial industry