Product Manager - Wealth Management in Richardson, TX at TradeStation

Date Posted: 7/22/2020

Job Snapshot

Job Description

Product Manager - Wealth Management
Richardson, TX
At TradeStation, we believe in empowering our customers to claim their individual financial edge. We are committed to creating a financial ecosystem that is a step ahead by delivering the best technology, services, education, and support to traders and investors (watch our Manifesto here). We are continuously pushing the boundaries of what is possible, encouraging out-of-the-box thinking and relentless search for innovation.
We are a team of amazing people who work together in a high-performance, goal-oriented culture to provide our customers with exceptional products and services. We offer a collaborative and flexible work environment, competitive salaries, comprehensive benefits, and an unlimited PTO policy.
We are actively seeking a talented and experienced Director of Product Management for our new Wealth Management business. This person will be responsible for assessing and defining TradeStation's product strategy and main business opportunities in the Wealth Management industry, crafting a business plan for TradeStation's growth in the space, and implementing a go-to-market plan in the different segments.
This role reports to the VP of Product Management and is an ideal opportunity for someone excited to get their hands dirty building and growing a new product offering from the ground up. This person will have the unique opportunity to influence our overall corporate strategy and help shape the vision of the company as we grow in this space.
ESSENTIAL JOB FUNCTIONS:
  • Assessing product opportunities in the Wealth Management space including a digital advisor, a human advisor practice, and a tech solution provider for RIAs (TAMP)
  • Define the company's product vision and product differentiation strategy in the Wealth Management space and coordinate product roadmaps with business stakeholders, marketing and the product development teams to execute a go-to-market plan
  • Understand the business arena, customer needs, technology trends, and the competitive landscape in the Wealth Management industry
  • Enjoy spending time in the market with customers and vendors to understand the opportunities or issues, and find innovative solutions to differentiate and grow the product
  • Manage and monitor the Wealth Management product life cycle from conception through release and beyond by collaborating with our technology, Operations, and Marketing teams
  • Work closely with stakeholders, product managers, designers, marketing managers, product owners, and development teams to optimize marketing messages and product features and maximize product positioning
KNOWLEDGE, SKILLS & ABILITIES:
  • Track record of taking new financial advisory or wealth management products to market
  • Knowledge of product management roles, responsibilities and best practices in an agile organization
  • Strong analytical and data-driven business goal mindset
  • An advocate for simple and effective product designs and customer experience
  • Constant self-improvement, permanent learning, and intellectual curiosity is required
  • A passion for learning about innovative market trends in Fintech and technology
  • Outstanding communicator and collaborator
  • Highly organized with the ability to prioritize and track multiple tasks to successful completion
EDUCATION & EXPERIENCE:
  • Experience in a product management role in a wealth management direct-to-consumer, TAMP or RIA technology solution-provider company
  • Expertise in Fintech in the areas of investing, trading, or asset management
  • Bachelor's degree (Master's/MBA a plus)
  • 7+ years' experience as a product manager/business analyst in the securities industry