Senior Product Manager
Listed on 2026-07-09
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Business
Business Analyst, Business Development, Corporate Strategy
Invest Cloud APL operates one of the most powerful and differentiated data assets in wealth management. With more than $4T in AUM, over 4M active model sleeves, and 90+ custodian feeds normalized into a unified data infrastructure, APL sits at the center of portfolio construction, allocation change, and distribution activity across many of the largest wealth managers in the U.S.
We are building a data and analytics business on top of that foundation, spanning structured client data delivery, distribution intelligence for asset managers, and portfolio construction benchmarking for wealth managers. This is not an incremental feature role. It is an opportunity to define and commercialize a category-shaping product set built on data no competitor, custodian, or market data provider can replicate.
The Product Manager, Data & Analytics will own the offering end to end, from product vision and roadmap through commercialization, first revenue, and scaled growth. This role requires a rare combination of strategic product leadership, technical fluency, and commercial judgment. The ideal candidate will be equally comfortable shaping data entitlements and schema decisions with engineering, leading executive-level client discovery, and driving pricing and go-to-market decisions with commercial leadership.
This is a highly visible role for a senior product leader who wants to build a differentiated business, influence executive decisions, and translate a unique market position into meaningful client and commercial outcomes.
Product Strategy and Roadmap- Define and own the vision, strategy, and roadmap for Invest Cloud’s data and analytics offering.
- Identify and prioritize the highest-value use cases, balancing near‑term commercial opportunities with long‑term platform value.
- Develop a clear product narrative that articulates client value, market differentiation, and strategic importance to executive stakeholders and go-to-market teams.
- Shape offerings that help asset managers understand adoption trends, competitive positioning, and distribution opportunities across advisor and wealth channels.
- Define analytics capabilities that give wealth manager CIOs a clearer view of model construction, advisor usage, and peer benchmarking.
- Enable clients to consume APL operational data, including performance, fees, and trading activity, in a clean, structured, analytics‑ready format.
- Lead structured discovery with senior client stakeholders to validate use cases, sharpen product‑market fit, and support the commercial pipeline.
- Lead the product lifecycle from concept through launch, adoption, and ongoing enhancement.
- Partner closely with Data Engineering, Design, Legal, Compliance, Commercial, and other cross‑functional teams to bring new capabilities to market.
- Contribute to key product and platform decisions involving data models, data lineage, entitlements, normalization, and analytics architecture.
- Navigate the complexity of regulated financial data, including client confidentiality, data rights, and public/private market data considerations.
- Surface risks early, align stakeholders, and drive timely, well‑supported product decisions.
- Partner with strategy and commercial leaders to define pricing, packaging, monetization, and target segments.
- Support business case development, investment planning, and executive approvals with clear commercial rationale and growth potential.
- Help establish the offering as a scalable business with measurable revenue impact and a credible path to expansion.
- Build strong relationships with internal and external stakeholders, including senior client buyers, commercial leaders, engineering partners, and executive sponsors.
- Serve as a trusted product leader in client discussions, internal steering forums, and cross‑functional planning.
- Present product direction, progress, risks, and business cases clearly and credibly to senior leadership.
- 7+ years of product management experience, with meaningful ownership of data, analytics,…
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