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Vice President, Aperio Product Manager - Client Portal

In United States

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Vice President, Aperio Product Manager - Client Portal   

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JOB TITLE:

Vice President, Aperio Product Manager - Client Portal

JOB TYPE:

JOB SKILLS:

JOB LOCATION:

Princeton, NJ | San Francisco, CA United States

JOB DESCRIPTION:

  About Client   At Client, our strategies are designed to put our clients' and their clients' interests at the center of our investment advice; to minimize costs and taxes; and to incorporate each client's unique environmental, social, and governance (ESG) preferences. We are a purposefully growing quantitative/index-tracking investment management business specializing in managing customized equity portfolios tax efficiently.   At Client, we work hard and move quickly as a well-coordinated, collaborative team whose exceptional people are focused on providing extraordinary client service. If you are looking for an opportunity to grow and contribute in a fun, industry-disruptive, fast-paced environment, Client is the place for you.   About this Role   The Digital Product manager will own applications and systems that interact directly with clients or are used by business users to meet client needs. The role will require the product manager to maintain roadmaps for systems and applications they own, identify enhancements based on feedback and customer needs, troubleshoot and resolve issues for users, collaborate with internal teams and vendors to design and develop new enhancements, and support implementation and change management efforts.   Key Responsibilities   Product Management Develop medium-term roadmaps in collaboration with users and senior management Develop cross-functional relationships with business teams to prioritize new features based on business impact Assesses feasibility of new products based on market and user research and secures buy-in from senior management for implementation proposals Gathers user and market data through different methods (interviews, surveys, secondary data sources) Builds custom reports to support product decisions Defines KPIs and metrics for tracking products and vendors   Project Management Manages projects to agreed-upon timelines and budgets Proactively identifies and resolves project risks Manages relationships with vendors including contracts, project teams, upgrade schedules, etc.   System Requirements, User stories and UAT With a focus on user experience and workflow, capture business requirements, translate them into system requirements for developers and prioritize them Ensure requirements evolve into user documentation such that they are simultaneously published as features get released Drive adoption of new features for systems by working closely with QA engineers along with organizing and participating in user acceptance testing   Data Requirements and documentation Ensure data interfaces between all teams is fully documented and agreed Provide support to business users by generating ad-hoc reports, investigating potential issues with data flow, and/or researching the viability of a suggested improvement Optimize the services of our partnered vendors by effectively managing the relationships and their deliverables Other duties as assigned   Qualifications Five plus years of related experience working in financial services in business process improvement/engineering/project or product management. Experience with public websites, portals, and client servicing technology. Bachelor's degree in Business, Engineering, or related discipline. Product Management, Project Management, Business Analysis experience Experience working with systems developers in external vendor organization, preferably in an agile environment. Experience with databases and writing simple SQL queries   Other Desirable Skills & Abilities Proven ability to re-engineer or improve a process Strong verbal and written communication Ability to gather, analyze, and present data to different audiences Ability to understand a process at a high level, while still drilling into details Have a thorough understanding of process mapping, data collection, data analysis, procedure writing, and writing effective requirements documentation  

Position Details

POSTED:

Sep 09, 2022

EMPLOYMENT:

INDUSTRY:

SNAPRECRUIT ID:

S16533864257981851

LOCATION:

United States

CITY:

Princeton, NJ | San Francisco, CA

Job Origin:

OORWIN_ORGANIC_FEED

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Aug 19, 2017 9am-6pm
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  About Client   At Client, our strategies are designed to put our clients' and their clients' interests at the center of our investment advice; to minimize costs and taxes; and to incorporate each client's unique environmental, social, and governance (ESG) preferences. We are a purposefully growing quantitative/index-tracking investment management business specializing in managing customized equity portfolios tax efficiently.   At Client, we work hard and move quickly as a well-coordinated, collaborative team whose exceptional people are focused on providing extraordinary client service. If you are looking for an opportunity to grow and contribute in a fun, industry-disruptive, fast-paced environment, Client is the place for you.   About this Role   The Digital Product manager will own applications and systems that interact directly with clients or are used by business users to meet client needs. The role will require the product manager to maintain roadmaps for systems and applications they own, identify enhancements based on feedback and customer needs, troubleshoot and resolve issues for users, collaborate with internal teams and vendors to design and develop new enhancements, and support implementation and change management efforts.   Key Responsibilities   Product Management Develop medium-term roadmaps in collaboration with users and senior management Develop cross-functional relationships with business teams to prioritize new features based on business impact Assesses feasibility of new products based on market and user research and secures buy-in from senior management for implementation proposals Gathers user and market data through different methods (interviews, surveys, secondary data sources) Builds custom reports to support product decisions Defines KPIs and metrics for tracking products and vendors   Project Management Manages projects to agreed-upon timelines and budgets Proactively identifies and resolves project risks Manages relationships with vendors including contracts, project teams, upgrade schedules, etc.   System Requirements, User stories and UAT With a focus on user experience and workflow, capture business requirements, translate them into system requirements for developers and prioritize them Ensure requirements evolve into user documentation such that they are simultaneously published as features get released Drive adoption of new features for systems by working closely with QA engineers along with organizing and participating in user acceptance testing   Data Requirements and documentation Ensure data interfaces between all teams is fully documented and agreed Provide support to business users by generating ad-hoc reports, investigating potential issues with data flow, and/or researching the viability of a suggested improvement Optimize the services of our partnered vendors by effectively managing the relationships and their deliverables Other duties as assigned   Qualifications Five plus years of related experience working in financial services in business process improvement/engineering/project or product management. Experience with public websites, portals, and client servicing technology. Bachelor's degree in Business, Engineering, or related discipline. Product Management, Project Management, Business Analysis experience Experience working with systems developers in external vendor organization, preferably in an agile environment. Experience with databases and writing simple SQL queries   Other Desirable Skills & Abilities Proven ability to re-engineer or improve a process Strong verbal and written communication Ability to gather, analyze, and present data to different audiences Ability to understand a process at a high level, while still drilling into details Have a thorough understanding of process mapping, data collection, data analysis, procedure writing, and writing effective requirements documentation  


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