Senior Product Manager | Wealth Management Technology

Chartwell Investment Partners

St. Petersburg, FL, US
Base salary components included; + compensation (c...
Hybrid (2-3 in-office days per week)
3 to 5 years experience in business requirements
Systems analysis and business process modeling
Stakeholder representation on project teams
Chartwell Investment Partners is seeking a Senior Product Manager for their Wealth Management Technology group in St. Petersburg, FL. This hybrid role involves leading the development of tools and applications to support financial advisors, requiring extensive experience in business and technical requirements in the financial services industry

Job Summary

  • The Senior Product Manager will operate within the Wealth Management Technology group to deliver tools supporting advisor branch operations and asset management services.
  • This role requires extensive knowledge of financial services standards and serves as the primary point of contact for complex escalated issues across multiple departments.
  • The position offers a hybrid-friendly schedule with 2-3 days in the St. Petersburg, FL office and includes eligibility for a comprehensive benefits package including retirement savings and paid time off.

Matching Summary

Match Score: 85

Chartwell Investment Partners is seeking a Senior Product Manager for their Wealth Management Technology group in St. Petersburg, FL. This hybrid role involves leading the development of tools and applications to support financial advisors, requiring extensive experience in business and technical requirements in the financial services industry.

Salary

Base salary components included; Additional compensation (cash or equity) may be available; Discretionary bonuses or commissions possible

Skills & Requirements

Must-have

  • 3 to 5 years experience in business requirements
  • Systems analysis and business process modeling
  • Stakeholder representation on project teams
  • User acceptance testing principles and test plans
  • Project planning and software development lifecycle

Nice-to-have

  • Experience with fee-based investments or SMA accounts
  • Brokerage firm operations knowledge
  • Critical thinking and mathematical acumen
  • Ability to present at conferences and events
  • Strong negotiation and influence skills without authority

Key Requirements

  • Bachelor's degree in Business Administration or Computer Science
  • 3 to 6 years of general work experience
  • Not eligible for Work Visa sponsorship

Work Rights

Must have US work authorization

Tailored Resume

Cover Letter