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Digital Product Manager

1 month ago

New York, United States Phyton Talent Advisors Full time

Our client a well Known Investment Bank is seeking a Digital Product Manager in their New York, NY Location.


Overseeing the digital platform used by Financial Advisors and wealth management clients to interact with their accounts.


Client Interaction:

  • Understand the needs of our clients, including how they open accounts, present options to investors, manage accounts, and build their book of business.
  • Focus on creating a client-centric experience.

Platform Management:

  • Manage reporting, API, and feed systems.
  • Oversee the design and development of digital products that meet client needs.
  • Define and implement roadmaps, ensuring alignment with business stakeholders.
  • Industry & Technical Knowledge

Financial Expertise:

  • Understand the workings of asset management, financial advisory, and investment management firms.
  • Familiarity with mutual funds, portfolio analysis, and building client journeys is crucial.
  • Knowledge of complex platforms that connect with personal and private data.

Technical Requirements:

  • Ability to write requirements from a Business Analyst (BA) perspective.
  • Familiarity with index funds.
  • Educational Requirement
  • Degree: Bachelor’s degree is required.