Senior Product Manager | Asset Management Services Technology

Willenborg Wealth Management

St. Petersburg, Florida, US
Hybrid (2-3 days in office per week)
3 to 5 years business requirements experience
Wealth management technology domain knowledge
Cross-functional project coordination skills
Willenborg Wealth Management is seeking a Senior Product Manager to join its Asset Management Services Technology team in St. Petersburg, Florida. This hybrid position focuses on developing tools and applications that enhance the planning and implementation processes within asset management, requiring a blend of technical expertise and strong stakeholder communication skills

Job Summary

  • The Senior Product Manager will serve as the primary point of contact for complex issues within the Wealth Management Technology group supporting Asset Management Services.
  • This role requires extensive collaboration across multiple departments to define project scope, analyze business needs, and deliver technology solutions for AMS billing activities.
  • The position offers a hybrid work schedule with 2-3 days in the St. Petersburg, FL corporate office, emphasizing flexibility and collaboration.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking a Senior Product Manager to join its Asset Management Services Technology team in St. Petersburg, Florida. This hybrid position focuses on developing tools and applications that enhance the planning and implementation processes within asset management, requiring a blend of technical expertise and strong stakeholder communication skills.

Skills & Requirements

Must-have

  • 3 to 5 years business requirements experience
  • Wealth Management technology domain knowledge
  • Cross-functional project coordination skills
  • Business process modeling expertise
  • User acceptance testing development

Nice-to-have

  • Fee-based investments or SMA account experience
  • Brokerage firm operations background
  • Risk management and change management concepts
  • Goals-based planning and model management
  • Conference presentation experience

Key Requirements

  • Bachelor's degree required
  • 3 to 6 years general experience
  • Financial services industry experience preferred

Work Rights

Not specified

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