Managing Director, Wealth Custody & Clearing Product Management Executive

About the Company

Expanding provider of investment management, research & trading services

Industry Financial Services

Type Public Company

Founded 1792

Employees 10,001+

Categories

Financial Services Investment Management Consulting & Professional Services B2B Asset Management Boston Finance Insurance Publicly Traded Angel Investment Banking

Specialties

investment management custodian etf financial products fund accounting relationship management research trading and investment servicing

Business Classifications

B2B

About the Role

The Company is in search of a visionary Product Management Executive to spearhead the global product strategy and lifecycle management for its introducing broker-dealer and wealth custody platform. The successful candidate will be tasked with end-to-end product ownership, from design to development, and will be instrumental in ensuring the platform's capabilities are at the forefront of digital and AI-driven transformation. This role is pivotal in the company's expansion, as the executive will be responsible for building and scaling innovative wealth and custody solutions across multiple markets, with a strong emphasis on trading, rebalancing, clearing, and third-party integrations. A deep background in these areas, coupled with a proven track record of product innovation and operational efficiency, is essential.

Applicants for this role at the company should possess a digital-forward mindset and a passion for transforming the wealth management industry. The role requires a strategic thinker with strong execution skills, excellent communication, and stakeholder management abilities. A background in leveraging AI and advanced analytics to enhance product features and optimize client experiences is a key requirement. The ideal candidate will have a global perspective, experience in managing products across different markets, and a strong understanding of regulatory environments. Education-wise, an undergraduate degree is required, with a graduate degree being preferred, along with industry certifications. The candidate should have 12-15+ years of related experience, including 7-10+ years in product leadership roles, and a proven track record of building and managing global wealth and custody products.

Hiring Manager Title COO

Travel Percent Less than 10%

Functions

Product Management Business Development Strategy