Product Manager, Financial Planning - Needham
1 month ago
Job summary
We build technology that transforms how wealth management firms operate scale and serve their clients.As a leading SaaS platform in the fintech space we're trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement.
We're a team of builders thinkers and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally.
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Responsibilities
- Manage prioritize digital financial planning product enhancements new features balancing goal-based planning capabilities cash flow modeling scenario analysis other critical planning features advisors need. ,
- Evaluate Build decisions assess when build proprietary planning capabilities integrate best-in-class financial providers make strategic recommendations customer needs technical feasibility business impact. ,
- Collaborate with vendors negotiate product roadmaps advocate customers' needs within partner ecosystems. ,
- Serve internal external authority on financial best practices speak fluently about Monte Carlo simulations tax-efficient strategies retirement estate other core concepts stakeholders require expertise bridge complex methodologies clear requirements ensure engineering teams understand nuances advisor workflows client needs drive execution lead discovery iteration delivery timely results communicate clearly author concise documents guide development stakeholder expectations analyze feature adoption metrics validate success inform priorities represent solution engage advisory firms enterprise industry forums feedback thought leadership evolving market meet.
Job description
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