Senior Product Manager - Wealth Strategy and Adoption

Role Context

Private markets are rapidly becoming a core part of wealth portfolios, but most wealth managers still rely on manual processes, fragmented data, bespoke integrations, and operational workarounds to deliver private market exposure. This limits scale, degrades client experience, and slows advisor adoption.

Invest Cloud’s Private Markets Network (PMN) is a network-level execution and processing platform that enables private market investments to be delivered at managed‑account scale, with the same operational discipline, control framework, and integration model wealth managers expect in public markets. PMN underpins the Private Markets Account (PMA) and sits at the intersection of:

• Wealth managers
• Private market asset managers
• Custodians and fund administrators
• Platform and market infrastructure

The Senior Product Manager – Private Markets Network (Wealth Strategy & Adoption) will play a critical role in shaping how PMN is built, positioned, and adopted by the wealth management market. This role sits at the centre of that transformation, with direct exposure to both the buy‑side and sell‑side of the private markets ecosystem, and the opportunity to influence how private markets scale across some of the largest platforms in the industry.

This is not a passive enablement role. You will:

• Help shape PMN’s product and network strategy.
• Define what “good” looks like for wealth manager adoption.
• Work directly with the market to unlock private markets at scale.
• Translate real‑world adoption constraints into product, rule, and operating model decisions.

You will operate as a close right hand to PMN leadership, working at the intersection of product strategy, market engagement, and execution.

A great Manager, PMN (Wealth Strategy & Adoption):

• Understands both wealth manager and asset manager perspectives on private markets.
• Can structure ambiguous, cross‑functional problems and turn them into clear recommendations and actions.
• Moves fluently between strategy and execution—from board‑level framing to detailed onboarding assumptions.
• Acts as a bridge between market, product, and delivery teams, ensuring PMN reflects how the market actually operates.
• Is energized by building and scaling new platforms, not just optimizing mature ones.

• Work directly with PMN leadership to shape PMN’s wealth strategy and adoption approach.
• Engage with wealth managers to understand adoption constraints across operating model, governance, data, technology, and servicing.
• Help define what it means for a wealth manager to be “PMN‑ready”—and the practical steps required to get them there.
• Translate market reality into clear strategic, product, and operating‑model implications.

• Act as a bridge between the wealth market and PMN product teams.
• Influence PMN product direction by grounding decisions in real‑world adoption challenges.
• Help shape PMN rules, workflows, and operating model assumptions.
• Ensure the product roadmap focuses on what will actually unlock scale in wealth.

• Support PMN go‑to‑market positioning and narratives with real market insight.
• Help align PMN and APL sales motions to reduce friction and misalignment.
• Prepare materials and analysis for senior internal and external stakeholders.
• Take ownership of defined PMN initiative end‑to‑end, from framing through execution.

• Support the creation of wealth manager readiness frameworks, onboarding playbooks, and adoption guides.
• Work closely with the APL / PMA team to align PMN and PMA onboarding expectations.
• Identify and resolve adoption risks early, before they become delivery issues.

• Help create user guides, implementation guides, and onboarding materials that make PMN usable and understandable for wealth managers.
• Ensure documentation reflects how wealth managers actually operate, not just how the product works in theory.
• Iterate materials based on live feedback from wealth managers and private…