Digital Product Manager-Collective Investment Trust (CIT

MUST HAVE: BROKER DEALER/ WEALTH MANAGEMENT / FIXED INCOME / REGISTERED INVESTMENT ADVISOR (RIA) Background

Digital Product Manager - Collective Investment Trust (CIT) Digital Solutions

Must-Haves

• 5+ years of Digital Product Management experience in financial services, asset management, wealth management, or retirement services.
• Hands-on experience with Collective Investment Trust (CIT), institutional onboarding, or advisor onboarding.
• Experience transforming manual operational workflows into client-facing digital products or self-service platforms.
• Strong background in product lifecycle management, including requirements gathering, user stories, backlog management, Agile/Scrum, and release planning.
• Experience designing digital front-end solutions and integrating with enterprise platforms such as Appian, Salesforce, Aladdin, Charles River, or similar systems.
• Strong stakeholder management skills with the ability to serve as the voice of the business.
• Experience using AI-assisted product discovery, prototyping, wire framing, or requirements tools is a plus.
• Experience delivering advisor-facing or institutional-facing digital products.
• Knowledge of portfolio construction or investment operations platforms.
• Experience with Salesforce integrations.
• Familiarity with AI-powered prototyping and rapid product discovery tools.

Responsibilities

• Lead the end-to-end delivery of a new digital onboarding platform for institutional and advisor users.
• Convert manual onboarding and operational processes into scalable digital workflows and self-service experiences.
• Gather business requirements, create user stories, manage product backlogs, and prioritize features.
• Partner with business, architecture, engineering, UX, and data teams to define and deliver product capabilities.
• Drive product execution across discovery, design, development, testing, deployment, and post-launch enhancements.
• Coordinate integrations with enterprise platforms and internal systems to support seamless onboarding.
• Facilitate sprint planning, roadmap alignment, dependency management, and cross-functional communication.
• Ensure digital solutions improve user experience while meeting business and operational requirements.

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.