• Bachelor’s Degree required • 5+ years of work experience in product management and the financial services sector • Experience in wealth management ideal but not required • Excellent verbal and written communication skills with the ability to lead calls and trainings • Outstanding analytical and problem-solving skills; ability to synthesize differing requirements • Strong attention to detail; strong logical and analytical thinker • High degree of personal accountability and teamwork, going above and beyond to ensure that products are delivered on time and of quality • Aptitude for logically breaking down complex problems and processes, documenting workflows and edge cases, and communicating solutions with clarity • Commitment to excellence and a high level of integrity • Proactive attitude and willingness to take initiative and ownership of projects, identifying potential risks and issues, and proposing solutions • Adaptability and flexibility to work in a fast-paced and dynamic environment, collaborating with cross-functional teams and stakeholders • Ability to balance quality work while meeting short deadlines Requirements • Bachelor’s Degree required • 5+ years of work experience in product management and the financial services sector • Experience in wealth management ideal but not required • Excellent verbal and written communication skills with the ability to lead calls and trainings • Outstanding analytical and problem-solving skills; ability to synthesize differing requirements • Strong attention to detail; strong logical and analytical thinker • High degree of personal accountability and teamwork, going above and beyond to ensure that products are delivered on time and of quality • Aptitude for logically breaking down complex problems and processes, documenting workflows and edge cases, and communicating solutions with clarity • Commitment to excellence and a high level of integrity • Proactive attitude and willingness to take initiative and ownership of projects, identifying potential risks and issues, and proposing solutions • Adaptability and flexibility to work in a fast-paced and dynamic environment, collaborating with cross-functional teams and stakeholders • Ability to balance quality work while meeting short deadlines