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 responsible for building and enhancing platform capabilities, including trading, rebalancing, and third-party integrations. A strong background in these areas, as well as a proven track record of launching and scaling innovative wealth and custody solutions, is essential. The role also requires a leader with a deep understanding of AI and its application in driving product innovation and operational efficiency.

This executive will play a critical role in ensuring the platform remains at the forefront of digital and AI-driven transformation, delivering differentiated value to clients, and maintaining operational and regulatory excellence. Key responsibilities include leading the product lifecycle, driving the integration of third-party solutions, and executing a global product strategy that aligns with business objectives and client needs. The ideal candidate will have a digital-forward mindset, a passion for transforming the wealth management industry, and the ability to foster a culture of innovation and agility within the product organization. A strategic thinker with strong execution skills, excellent communication, and stakeholder management abilities, the candidate should also have a background in trading, rebalancing, and clearing operations, and experience managing products across multiple markets and regulatory environments.

Hiring Manager Title COO

Travel Percent Less than 10%

Functions

Product Management Business Development Strategy