Senior Product Manager, Portfolio Planning Solutions

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We are looking for a Senior Product Manager who thrives in ambiguity, loves blank-page challenges, and is energized by building things that don’t exist yet. This role will drive our innovation around connecting client-level portfolio construction with financial planning elements, personalizing portfolio holdings to each client based on their unique situation and goals. Internally, we label this “Model Portfolios 2.0”. You’ll work at the intersection of wealth management, asset management, financial planning, technology / AI—innovating to deliver better ultimate outcomes for investors.

Responsibilities

• Own the entire product strategy & roadmap for Model Portfolios 2.0, this linkage between financial planning and portfolio construction.
• Deeply understand the needs and perspectives of investment advisors, financial planners (C...