Product Manager, Investments and Trading

The Product Manager, Investments & Trading is responsible for shaping the strategy, roadmap, and execution of the firm’s core investment technology ecosystem. Serving as the central connector between the investment team, cross-functional business partners, and field partners, this role drives the evolution of platforms that power efficiency, transparency, and scalable growth across the organization.With a blend of technical fluency and user-centric insight, this role owns the product backlog, guides sprint planning, and ensures delivery of solutions that align tightly with firmwide priorities. The Product Manager champions continuous improvement—leveraging AI, automation, and industry-leading tools—while nurturing strong relationships with internal teams and external strategic partners. Success in this role requires strategic thinking, hands-on execution, and a passion for crafting platforms and workflows that elevate the advisor experience and advance the firm’s investment capabilities.Responsibilities Define, maintain, and evolve the investment product roadmap, ensuring alignment with firm strategy while emphasizing usability, scalability, and long-term growth.Collaborate with advisor teams, operations, client service, incentive compensation, technology, and support teams to identify opportunities, gather requirements, and prioritize enhancements.Lead continuous improvement initiatives by proposing workflow enhancements, automation, and AI-driven capabilities that increase efficiency, adoption, and advisor experience.Own and prioritize the investment development backlog, translating business needs into clear user stories, acceptance criteria, and actionable requirements.Facilitate sprint planning, refinement, and prioritization sessions in partnership with engineering and leadership to ensure consistent execution and on-time delivery.Work cross-functionally to design and implement workflows across investment platforms and custodians, ensuring seamless integration for Wealth teams.Act as the primary liaison between stakeholders and technical teams, translating complex business needs into scalable, technical solutions.Serve as relationship manager for key platform partners (e.g., Orion, Charles River, CAIS, InvestorTools), coordinating roadmap alignment, integrations, and enhancements.Support testing, user acceptance, training, and rollout communications; monitor adoption and performance through KPIs and user feedback to inform future enhancements.Requirements 5 years of experience in platform/product management or investment operations with a focus Familiarity with investment providers (e.g. Orion, BlackDiamond, Blaze, Charles River, CAIS, Order Management, Cash Management, TAMPs, etc.)Bachelor’s degreeWe welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. EOE M/F/D/VOriginally posted on Himalayas

The Product Manager, Investments & Trading is responsible for shaping the strategy, roadmap, and execution of the firm’s core investment technology ecosystem. Serving as the central connector between the investment team, cross-functional business partners, and field partners, this role drives the evolution of platforms that power efficiency, transparency, and scalable growth across the organization.With a blend of technical fluency and user-centric insight, this role owns the product backlog, guides sprint planning, and ensures delivery of solutions that align tightly with firmwide priorities. The Product Manager champions continuous improvement—leveraging AI, automation, and industry-leading tools—while nurturing strong relationships with internal teams and external strategic partners. Success in this role requires strategic thinking, hands-on execution, and a passion for crafting platforms and workflows that elevate the advisor experience and advance the firm’s investment capabilities.Responsibilities Define, maintain, and evolve the investment product roadmap, ensuring alignment with firm strategy while emphasizing usability, scalability, and long-term growth.Collaborate with advisor teams, operations, client service, incentive compensation, technology, and support teams to identify opportunities, gather requirements, and prioritize enhancements.Lead continuous improvement initiatives by proposing workflow enhancements, automation, and AI-driven capabilities that increase efficiency, adoption, and advisor experience.Own and prioritize the investment development backlog, translating business needs into clear user stories, acceptance criteria, and actionable requirements.Facilitate sprint planning, refinement, and prioritization sessions in partnership with engineering and leadership to ensure consistent execution and on-time delivery.Work cross-functionally to design and implement workflows across investment platforms and custodians, ensuring seamless integration for Wealth teams.Act as the primary liaison between stakeholders and technical teams, translating complex business needs into scalable, technical solutions.Serve as relationship manager for key platform partners (e.g., Orion, Charles River, CAIS, InvestorTools), coordinating roadmap alignment, integrations, and enhancements.Support testing, user acceptance, training, and rollout communications; monitor adoption and performance through KPIs and user feedback to inform future enhancements.Requirements 5 years of experience in platform/product management or investment operations with a focus Familiarity with investment providers (e.g. Orion, BlackDiamond, Blaze, Charles River, CAIS, Order Management, Cash Management, TAMPs, etc.)Bachelor’s degreeWe welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance. EOE M/F/D/VOriginally posted on Himalayas