About the role

What you’ll do

• Translate client needs, market expertise, and proprietary data into product capabilities for pricing and growth decisions
• Support product discovery, roadmap execution, and prioritization
• Drive cross-functional delivery with Engineering, UX, Data Science, Sales, Marketing, and Product Delivery
• Build and manage data-intensive B2B software products for wealth and brokerage channels
• Communicate product, pricing, and analytical concepts to executive clients and internal teams
• Manage multiple workstreams with strong judgment, ownership, and follow-through

What you’ll need

• 4+ years of Product Management experience
• Deep understanding of pricing in wealth management, including affiliated broker-dealers, independent broker-dealers, deposits, cash sweep programs, and AUM economics
• Experience building data-intensive B2B software products that turn complex market data, benchmarks, or analytics into clear customer workflows
• Demonstrated experience working with Engineering, UX, Data Science, Sales, Marketing, Product Delivery, and business stakeholders in an Agile environment
• Excellent communication skills for aligning stakeholders and explaining nuanced product, pricing, and analytical concepts
• Experience in financial services, fintech, banking analytics, pricing analytics, or advisory products in a regulated industry, including business, commercial, or middle market banking

Original job description