Financial Services Product Manager

3 days ago

New York, New York, United States Betterment Full time
About the Role

Betterment is a leading financial services company that offers investing and retirement solutions for retail investors and investment advisors. As a Product Manager on our Betterment Advisor Solutions team, you'll be responsible for executing against and helping to shape the product roadmap for a platform that allows registered investment advisors to efficiently manage their clients' assets.

You will be accountable for driving the next chapter of incredible growth in Betterment's advisor business with expanded & improved portfolio management capabilities. You will be expected to navigate multiple concurrent projects from a high level and be able to also quickly dive into the weeds with engineers as needed to address technical, project-specific roadblocks.

You'll need to roll up your sleeves and work shoulder-to-shoulder with both highly technical and non-technical teams across the organization throughout the entire product development lifecycle. You'll need to prioritize effectively in order to ensure that our Betterment Advisor Solutions team is building best-in-class trading & portfolio management solutions for our advisor clients.

Responsibilities
  • Understand the workflows and business practices of investment advisors in our target market and serve as their advocate within the organization
  • Speak directly with advisor clients to explore ways that Betterment Advisor Solutions can continue to improve their practices and client relationships
  • Work collaboratively with multiple squads to create new capabilities to support (and delight) our advisor clients
  • Ensure that the needs of our advisors are taken into consideration in the roadmaps of the platform teams who support our custody & trading capabilities
  • Partner with design and engineering leads to help shape the product requirements for new releases into our advisor toolset
  • Attend standups, planning meetings, and retros to support the Advisor Portfolio Controls engineering team
  • Coordinate with advisor-facing teams to navigate complex client situations and oversee successful rollouts
  • Work closely with Technical Program Managers to unblock or drive all phases of the software development cycle
  • Regularly communicate project goals, milestones, and progress to business stakeholders and executive leadership
Requirements
  • 3-5 years of product management experience at a financial services or financial technology company with a focus on trading and/or portfolio management preferred
  • Strong analytical abilities with a passion for data-inspired decision making
  • Self-starter and demonstrated success at communicating, prioritizing, and balancing needs cross-functionally
  • Obsessive attention to detail and strong organization skills in a fast-paced environment
  • Ability to build strong relationships across functions within an organization
  • Creative problem solving skills that balance complying with regulatory realities and a commitment to innovation
  • Ability to think connect abstract or complicated back-end builds to delightful customer experiences
  • The story-telling capabilities that can help the organization see the long term vision of our advisor toolset

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