Asset Management (CMAS) is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
Job summary:
As a CMAS Strategic Product Specialist - Executive Director supporting the Customized Managed Account Solutions, you will help drive and solution initiatives impacting our strategic roadmap. Working in direct collaboration with cross-functional technology partners, business subject matter experts, and senior stakeholders, you will drive the development and buy-in of technology architecture and operating model to scale against accelerated business growth as well as to support innovation for new products and capabilities.
Job responsibilities:
- Work with business colleagues and subject matter experts to develop a deep understanding of the SMA and Model Portfolio business including services and products offered, our technology stack including vendor tools, and existing business and control processes
- Effectively communicate our technology roadmap with internal stakeholders senior management to ensure alignment on prioritization, transparency on progress, and to drive the escalation of buy-in for key business decisions
- Conduct product discovery workshops for selected features or initiatives to understand and document user needs in the form of user stories.
- Work with developers and UX designers in refining features and initiatives, including the definition of clear acceptance criteria, wireframes and user validation.
- Support prioritizing the backlog to ensure technology evolvement beyond MVP requirements
- Represent the enhancements of the product to users and ensure adoption of new features and of the product overall.
- Work independently, possessing energy and confidence to complete strategic initiatives with limited supervision
Required qualifications, skills and capabilities:
- Familiarity with agile development methodologies
- Experience with frequently used tools in software product development such as Jira is a plus.
- Strong communicator that can listen to users and understand underlying issues and also articulate effectively proposed solutions to users and team members.
- Strong collaborator who can reconcile different user needs and priorities and work with a cross-functional team.
- Strong communication skills (written and oral) with ability to deliver messages clearly and succinctly
- Demonstrate ability to multi-task and re-prioritize quickly
- Expertise in PowerPoint: creating slides / charts and editing presentations for senior meetings
Preferred qualifications, skills and capabilities:
- 10+ years’ experience with product or program management roles
- Experience in Asset Management, knowledge of retail SMAs a plus
- Strong interest in technology and how technology can drive efficient processes is preferred
- Prioritizes work, meet tight deadlines, and possess strong attention to detail
- Utilizes qualitative and quantitative tools to analyze, synthesize and interpret information
- Works successfully and efficiently in a team-based environment
- Utilizes judgment and discretion when working with highly confidential information