Manager, Product Management | Wealth Management Technology

Manager, Product Management | Wealth Management Technology

13 Aug 2024
Florida, Stpetersburg 00000 Stpetersburg USA

Manager, Product Management | Wealth Management Technology

DescriptionNote: This position will follow our hybrid work model, we expect the selected candidate to be in the office a minimum of 8 days per month at the St. Petersburg, FL Corporate Office location.Job Summary:As part of the IT Wealth Management division, the Manager of Product Management will direct the daily operations of associates responsible for the product ownership of numerous advisor facing Wealth Management technology applications. Develops strong working relationships with the management of assigned business units to facilitate collaboration and remove roadblocks. Provides administrative oversight, to include employee attendance tracking, budget preparation and reconciliation, and oversight of projects assigned to the department. Resolves escalated issues and presents solutions to complex problems. Interfaces with numerous levels of management and outside customers to gather feedback and drive decisions for core products. Partners with development managers to plan and coordinate ongoing functional releases and strategic solutions to meet end user needs.Essential Duties and Responsibilities:

Manages the daily operations of assigned team - plans, assigns, monitors, reviews, evaluates and leads the work of associates.

Performs supervisory activities, including identifying performance problems and seeking guidance for remedial action; reviewing performance; and participating in interviewing and selecting staff.

Works with team members and technology partners to streamline processes and ensure project deliverables are met.

Communicates with various department leads to ensure product rollouts are effective and service teams are prepared to assist customers with new functionality.

Has direct ownership of certain products, working to ensure that product managers are delivering beneficial solutions and minimizing disruption to end clients.

May be accountable for various projects to improve efficiency and drive productivity and quality.

Implements department policies and procedures; reviews for relevance and monitors associates to ensure compliance.

Acts as intermediary and facilitator to help resolve ongoing and/or complex issues.

May assist with preparation and monitoring of department budget.

May handle escalated issues and/or perform duties similar to subordinates as staffing needs dictate.

May participate in or lead small to medium sized department projects.

Performs other duties and responsibilities as assigned.

QualificationsKnowledge, Skills, and Abilities:Knowledge of:

Has general knowledge of the advisory business and understands the needs of our end clients.

Knowledge of the software development lifecycle, including agile product development, testing & product management & support.

Product management methodologies.

Skilled in:

People development and leadership.

Product planning and road mapping tools, such as TFS, JIRA, Microsoft Planner.

Working within a project centric organization, leading efforts to deliver tangible results.

Ability to:

Create/maintain a competitive organization by attracting, developing and retaining talent to ensure people with the right skills & motivations are in the right place at the right time to meet business needs.

Demonstrated ability to develop and challenge associates to grow within their roles and prepare for new opportunities.

Ability to adapt and manage change in a flexible work environment, where competing priorities require good leadership decisions and thoughtful solutions.

Build a cohesive team and develops structure & direction to meet or exceed customer needs.

Leverage systems & processes to attract, develop & retain talented individuals.

Provide feedback, empowerment and coaching to help others excel in current and future job responsibilities.

Create a trusting work environment where people can realize their full potential.

Build and maintains strong internal and external relationships. Enhances the customer service experience to drive competitive advantage.

Ensure customer perspective is driving force behind business decisions and activities.

Ensure customer solutions, practices and procedures are carried out and achieve their objectives.

Build strategic partnerships within the organization to collaboratively execute business goals.

Interact with others in a way that promotes openness & trust and gives confidence in one’s intentions.

Gain competitive advantage by developing, supporting and/or promoting innovative strategies, products or processes which align with the firm’s vision and goals and enhance the firm’s reputation/brand.

Identify and drive organizational changes needed to adapt to changing customer and market demands.

Establish and commit to long-term business direction and set meaningful performance objectives that align to values & strategies.

Communicate information in a compelling way that drives others to achieve team and firm goals.

Encourage others to seek opportunities for different and innovative approaches to addressing problems and opportunities.

Execute business and organizational objectives that build and support sustained revenue growth, maximize firm results and effectively leverage people/processes.

Use customer centric approaches for choosing courses of action or developing appropriate solutions.

Align communication, accountability, resources & processes to ensure strategic priorities yield measurable and sustainable results.

Tenacious work to deliver team goals with the greatest potential for producing positive business results.

Establish high standards and challenging goals for individual, team and organizational accomplishment.

Occasionally work a non-standard shift including nights and/or weekends and/or have on-call responsibilities.

Educational/Previous Experience Requirements:

Minimum of a Bachelor’s degree and seven (7) years of relevant experience including management or leadership experience or an equivalent combination of education, training and experience.

Ideally at least one (1) to three (3) years of management experience is highly preferred.

Financial Services experience highly preferred.

Licenses/Certifications:

None required.

SIE, Series 7, or Series 65/66 are nice to have.

Job: TechnologyPrimary Location: US-FL-St. Petersburg-Saint PetersburgOther Locations: US-FL-St. Petersburg-Saint PetersburgOrganization TechnologySchedule Full-timeJob Shift Day JobTravel NoReq ID: 2402645

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