Product Manager

As a Product Manager at InvestCloud, you will play a critical role in setting the vision, defining the roadmap, and overseeing all aspects of the product lifecycle. You will be responsible for understanding market trends, gathering competitive intelligence, conducting market research, and collaborating with various stakeholders to develop and execute product strategies that meet customer needs and drive business growth. Leverage market insights to identify potential partnerships, integrations, or acquisitions to enhance product offerings. Act as the primary point of contact for client engagement, gathering feedback, and managing expectations.

What does a great Product Manager do?

A successful Product Manager will focus on external-facing interactions, including engaging with clients, prospects, and partners to understand their requirements and gather feedback to continuously enhance our offerings. Demonstrates knowledge of the company's propositions, products, or services, and stay abreast of industry trends, competitive landscape, and regulatory changes that impact the digital wealth management space. Take ownership of the end-to-end product lifecycle, from concept to launch and beyond.

How you will provide meaningful contributions:

• Define the strategic vision and long-term goals for our digital wealth products.

• Conduct market analysis, competitive research, and customer interviews to identify market opportunities and trends.

• Partner with Chief Revenue Officer to align on opportunity pipeline

• Develop and communicate product roadmaps that align with the company's overall strategy.

• Collaborate with Product Owners, engineering, design, and QA teams to translate product requirements into actionable plans and user stories.

• Conduct user testing and gather feedback to iterate and improve product functionality and user experience.

• Gather and analyze competitive intelligence to inform product positioning, differentiation, and go-to-market strategies.

• Collaborate closely with internal stakeholders, including sales, marketing, customer success, Product Owners, and engineering teams, to align product strategies with business goals.

• Present product updates, roadmaps, and business cases to senior leadership, stakeholders and cross functional teams to drive alignment and support.

• Define key performance indicators (KPIs) to measure the success and effectiveness of product initiatives.

• Conduct ROI analysis to evaluate the financial impact of product investments and guide resource allocation decisions.

• Monitor and report on product performance, including revenue growth, customer adoption, user engagement, and customer satisfaction metrics.

• Identify opportunities for product optimization, enhancements, and feature updates based on data-driven insights.

• Partner with the product marketing team to define go-to-market strategies, positioning, messaging, and target customer segments.

• Provide product insights and market intelligence to support the development of marketing collateral, sales enablement materials, and competitive analysis.

• Work closely with product marketing to ensure alignment between product features, benefits, and the overall marketing strategy.

• Collaborate on product launches, campaigns, and promotional activities to drive product awareness and adoption.

• Collaborate with Pre-sales and Sales team to understand customer requirements, competitive landscape, and market trends to effectively position and sell the product as outlined with existing product/roadmap

• Provide product training and support to the Pre-sales and Sales team, ensuring they have the necessary knowledge and tools to effectively communicate the value proposition to prospects and customers.

• Responsible for ensuring healthy ROI for product(s) being managed

• Responsible for Identifying personas & user journeys, at a high level, for entire product offering.

• Collaborate with design team and own product experience.

• Act as a subject matter expert during sales meetings, addressing technical and product-related inquiries and effectively articulating product features, benefits, and value proposition.

• Performs other duties as assigned.

Basic Qualifications for Consideration:

• Bachelor's degree in business, computer science, engineering, or a related field. MBA or equivalent is a plus.

• 3-5 years of Product Manager Experience.

• Proven experience in product management, product strategy, or consulting roles within the fintech industry or related domains.

• Strong analytical and problem-solving skills, with a data-driven mindset.

• Excellent communication and presentation abilities, with the capability to influence stakeholders at all levels.

• Ability to work collaboratively in a cross-functional team environment and manage competing priorities.

Preferred Skills, Experience, and Education:

• 2-3 years of management experience preferred.

• Familiarity with agile methodologies and product management tools.

• Understanding of wealth management, financial technology, or related fields.

• Experience collaborating with product marketing teams to define marketing strategies and supporting collateral.

• Previous experience working with sales teams and participating in pre-sales activities is a plus.

About InvestCloud

InvestCloud is the global technology leader in digital transformations for the financial services industry, supporting over $6 trillion of assets with over 550 direct clients, from wealth managers, institutional investors and asset managers to family offices, asset services companies, financial platforms, and banks. InvestCloud specializes in digital platforms that enable the development of financial solutions, pre-integrated into the cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding suite of modular products, resulting in best-in-class experiences for the financial services industry. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore, Tokyo, and Sydney. InvestCloud is backed by Motive Partners (together with its affiliates) and Clearlake Capital Group, L.P. (together with its affiliates). For more information, visit InvestCloud.com.

The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant's geographic location.

Salary range: $150,000 - $190,000

InvestCloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

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