Product Manager - Family Office Reporting SaaS

We've partnered with an established Private Wealth platform serving family offices and sophisticated investment organisations glboally. As a result of a meaningful upgrade to their data and reporting infrastructure, they seek an experienced product Manager with deep investment reporting expertise to strengthen a core area of the platform.

In order to be successful in this role, applicants must bring genuine investment reporting expertise, sound product judgment, and the confidence to challenge existing assumptions about reporting frameworks in a data‑intensive environment.

This is not a generalist PM role. The mandate is clear: bring subject‑matter credibility in investment reporting and translate it into robust, scalable product capability.

New York, NY

The appointed Product Manager will:

• Own and evolve investment reporting capabilities within a complex Wealth Tech platform
• Review existing reporting outputs and identify gaps against client and market expectations
• Define clear reporting requirements to guide data warehouse and schema design
• Work closely with data architecture, data engineering, and engineering teams
• Translate investment and reporting needs into structured, actionable product requirements
• Engage directly with clients as required to gather feedback and validate requirements
• Act as a domain authority, reducing reliance on second‑hand interpretation of client needs

This is a hybrid product role combining internally focused delivery with selective client exposure.

Successful profiles will be expected to demonstrate:

• 5+ years’ experience in product roles, with significant exposure to investment reporting
• Background within Wealth Tech, family office technology, or investment services
• Strong product fundamentals including requirements definition and cross‑functional delivery
• Domain credibility with investment‑oriented, financially sophisticated users
• Comfort operating in data‑heavy environments alongside engineering and analytics teams
• Strong communication skills and an ability to simplify complex reporting concepts
• Exposure to modern data platforms or data warehouses (e.g.
  Databricks, Snowflake, or similar
  ) is beneficial but not required

Depth and relevance of experience will be weighted more heavily than time served.

Our client is a mature Wealth Tech provider supporting family offices and complex investment organisations with data aggregation and reporting capabilities.

The platform is undergoing a significant modernisation, including the build‑out of a new data warehouse using modern technologies such as Databricks
, alongside investment in data architecture and engineering.

With renewed autonomy, senior oversight, and meaningful investment, the business is entering a decisive phase of product evolution. This appointment is a key hire within a disciplined, well‑run product function.

• Genuine ownership over a critical product domain
• Close partnership with senior product and data leadership
• A market that values accuracy, credibility, and domain expertise over noise