•Gather Advisor needs via user research and journey mapping to identify high-value platform features.
•Develop business requirements in partnership with Portfolio Management, Technology, Operations, and Product Development teams.
•Document requirements in Epic/Story format within JIRA, ensuring clarity and strategic alignment.
•Lead story refinement and grooming sessions with Technology partners to align on scope and acceptance criteria.
•Partner with the UAT team to condition acceptance criteria and provide product oversight during testing.
•Manage stakeholder updates across APAC, EMEA, and US on enhancement status, timelines, and milestones.
•Escalate risks and issues promptly through formal governance channels, addressing control and scope impacts.
•Support Advisors day-to-day by resolving platform queries and issues on a prioritized basis.
•Collaborate with Business Management, Compliance, and control functions to ensure regulatory and operational alignment.
•Drive mandates platform enhancements as part of the firm's strategic ConnectWealth initiative.
•Analyze platform usage and operational data to identify trends and inform roadmap prioritization.
Required qualifications, capabilities, and skills
•Hold a Master's or Post-Graduate degree with 10+ years in financial services, including 5+ years leading 5-10 member teams in wealth management.
•Demonstrate proven product management expertise for large-scale business and technology initiatives.
•Think analytically and innovatively, fostering teamwork and collaboration across global, cross-functional teams.
•Manage stakeholders effectively across functional groups and regions with strong influencing skills.
•Communicate clearly and concisely at all organizational levels with strong verbal and written skills.
•Demonstrate accountability and adaptability in a dynamic environment requiring creative problem-solving and attention to detail.
•Build and sustain effective internal partnerships across Technology, Operations, Compliance, and Business Management.
