Asset & Wealth Management, Product Management, Analyst - Dallas

Overview

Are you ready to redefine the future of wealth management? As a Product Manager, you will be at the forefront of transforming how financial services are delivered and experienced. Join a dynamic team of innovative product leaders dedicated to crafting cutting‑edge digital solutions that empower both clients and advisors. You will not just build features; you will own the end‑to‑end product lifecycle, from strategic vision and detailed specifications to flawless execution, rigorous user testing, and relentless focus on key performance metrics.

• Drive Insight:
  Architect and maintain sophisticated product analytics, dynamic dashboards, and compelling data visualizations using industry‑leading tools like Adobe Analytics and Tableau, transforming raw data into actionable product insights.
• Uncover Opportunities:
  Conduct deep‑dive data analysis to reveal critical trends, patterns, and consumer behaviors, translating these discoveries into strategic recommendations that fuel product innovation and accelerate business growth.
• Shape Data Strategy:
  Translate intricate business requirements into precise analytics specifications, ensuring flawless data capture and integrity across our suite of digital products.
• Forge Connections:
  Collaborate seamlessly with Product, Marketing, Technology, and other cross‑functional teams to integrate diverse data sources, building a comprehensive 360‑degree view of client interactions and journeys.
• Innovate & Evolve:
  Proactively manage the data platform product backlog, integrating emerging priorities and leveraging cutting‑edge industry trends to champion continuous product innovation.
• Optimize & Govern:
  Critically analyze and optimize existing data systems, processes, and frameworks, playing a key role in shaping robust data governance policies and advancing our data maturity.
• Influence Decisions:
  Articulate complex data‑driven insights and strategic recommendations with clarity and conviction to a wide range of stakeholders, including senior leadership, directly influencing critical business decisions.

• A bachelor’s degree in a quantitative field such as Data Analytics, Business Analytics, Mathematics, Statistics, or a related technical discipline.
• A minimum of 2 years of hands‑on experience analyzing diverse data elements, with a strong focus on online and mobile customer experiences.
• Exceptional problem‑solving abilities and a robust foundation in data analysis, capable of delivering actionable insights and strategic recommendations that drive data‑driven decisions.
• Demonstrated expertise with web analytics software (e.g., Adobe Analytics) and a solid understanding of tag implementation.
• Proficiency in designing, managing, manipulating, and analyzing large datasets from various databases using SQL, R, and/or Python.
• Proven track record in designing, developing, and implementing impactful data visualizations using tools like Tableau or Qlik to illuminate performance results.
• Outstanding communication skills, with the ability to articulate complex performance metrics and insights clearly and concisely to both senior executives and team members.
• Strong interpersonal skills, a genuine passion for engaging with clients, and a proven ability to cultivate lasting relationships.
• A self‑starter mentality, thriving in an autonomous yet highly collaborative and dynamic environment.

Join us and contribute to a culture where your analytical prowess directly shapes the future of wealth management.

We are committed to finding reasonable accommodation for candidates with special needs or disabilities during our recruitment process. Learn more: