Senior Product Manager - Trading

OneVest is a fast-growing technology company on a mission to Power the World’s Wealth by revolutionizing how financial institutions deliver wealth management services. We are an innovative team that thrives on creativity, collaboration, and the pursuit of excellence. We’ve been listed as one of Forbes's best start-up employers, and named on the WealthTech100 list for 2024. OneVest is backed by notable investors including Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Fin Capital, Deloitte Ventures, and more. If you’re passionate about finance, technology, and making a real impact, this is the perfect opportunity to be part of something big.

As a Senior Product Manager at OneVest, you will lead our Wealth Management Squad, which is responsible for core capabilities such as model management, rebalancing and trading. You’ll drive the development and enhancement of solutions that allow financial institutions to manage portfolios efficiently, optimize trading strategies, and execute trades for their clients. Working closely with engineering, design, portfolio management, operations, and compliance teams, you’ll ensure the delivery of high-quality features that align with OneVest’s vision. This role is crucial to enabling our clients to maintain and rebalance models, execute trades, and provide enhanced financial services.

What You’ll Be Doing:

• Lead Wealth Squad: Own the product strategy and execution for OneVest’s wealth management offerings. Guide the Wealth Squad in delivering market-leading solutions, coordinating across engineering, design, portfolio management, operations, and compliance teams.
• Product Vision and Roadmap: Define and maintain a clear vision for the wealth management product portfolio, balancing short-term tactical needs with long-term strategic goals. Continuously update and prioritize the product roadmap to reflect evolving market demands and customer feedback.
• Define the scope and solution for rebalancing and trading products: In this domain area, you will be responsible for identifying the problems and driving to solutions for rebalancing and trading at scale.
• Cross-functional Leadership: Act as the primary liaison between the Wealth Squad and other internal teams, ensuring alignment across all aspects of the product lifecycle. Foster collaboration and remove obstacles to ensure timely and cost-effective delivery.
• Deep Industry Expertise: Leverage your wealth management experience to stay ahead of industry trends, regulatory changes, and competitor offerings. Ensure OneVest’s products are compliant, innovative, and aligned with the latest market demands.
• Customer Engagement: Engage directly with financial institutions, advisors, and end-users to gather deep insights into their needs, pain points, and goals. Translate these insights into actionable product features that enhance the OneVest platform.
• Budget and Resource Management: Lead product initiatives within the agreed-upon budget, optimizing resource allocation to maximize impact. Anticipate risks and identify strategies to mitigate them while keeping the project on track.
• Data-Driven Decision Making: Leverage data and key performance metrics to guide product development, measure success, and iterate on existing solutions. Use analytics to continuously optimize the performance of wealth management features.
• Product Launch and Go-to-Market: Collaborate with sales, marketing, and operations to develop go-to-market strategies for new products and features. Communicate product value internally and externally to ensure successful launches and adoption.

Must Haves:

• Bachelor’s degree in business, engineering, finance, or a related field.
• 7+ years of experience in product management, preferably within wealth management, financial services, or fintech.
• Experience in portfolio management and order management solutions including trade execution.
• Deep understanding of wealth management, portfolio management, and regulatory requirements.
• Proven track record of leading cross-functional product teams, particularly in the development of financial or wealth management products.
• Strong leadership skills, with the ability to inspire, align, and motivate diverse teams toward a common goal.
• Exceptional communication and stakeholder management skills, with experience working directly with C-level executives and clients.
• Advanced analytical skills with a focus on data-driven decision-making and optimizing product performance.
• Expertise in agile development and experience with product management tools.
• Ability to prioritize and manage multiple complex initiatives in a fast-paced environment.

What It’s Like To Work With Us:

• Culture: It’s fun, rewarding, fast-paced - and we build cool stuff, too! 
• Vacation: 4 weeks of vacation in addition to a company wide shutdown between Christmas and New Year
• Flexibility: A flexible & hybrid working environment
• Health & Wellness: Comprehensive Group Health, Dental and Vision Benefit Plan right from the start
• Equity: Employee Stock Option Purchase Plan 

Sound like a good fit? Apply today!
Don’t meet every single requirement? We encourage you to apply anyways. If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we would still like to review your resume. You may be just the right candidate for this or other roles.

OneVest is dedicated to fostering a diverse, equitable, and inclusive workplace. We encourage applications from individuals of all backgrounds, including those with visible and non-visible disabilities. If you require accommodations at any stage of the recruitment and selection process, please reach out to recruiting@onevest.com and we’ll be happy to support you.