Product Manager - Wealth

Product Manager – Wealth

Company: Fact Set

Location: New York City, Norwalk, Boston, or London

Working Environment: Hybrid

Seniority level: Mid‑Senior level

Employment type: Full‑time

Job function: Finance and Sales

Fact Set creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. Fact Set values curiosity, collaboration, and a culture that empowers ideas from any level.

We are seeking a Product Manager to lead the development and delivery of our next‑generation portfolio modeling and rebalancing services. You will work with the team to deliver on the product roadmap, drive user research and validation, and align cross‑functional teams to deliver an exceptional client and advisor experience.

• Support the end‑to‑end product management of our next‑generation portfolio modeling and rebalancing services, from requirements gathering through development, launch, and initial adoption.
• Work closely with cross‑functional teams to ensure smooth integration and continuous alignment between the Fact Set suite of products.
• Collaborate with internal technology, operations, and compliance stakeholders to define core features and prioritize user needs.
• Ensure the portfolio services support interoperability and future integration with other products.
• Gather user feedback and analytics to guide feature enhancements, bug fixes, and usability improvements.
• Assist with agile delivery processes including sprint planning, backlog management, and user acceptance testing.
• Coordinate creation of training materials and documentation to support successful onboarding and ongoing user adoption.
• Communicate project updates and solicit feedback from cross‑functional partners.

• Bachelor’s degree
• 5+ years of product management or related experience, preferably in finance, wealth management, or enterprise technology.
• Understanding of wealth‑management user workflows and portfolio analytics (rebalancing, optimization, tax awareness) concepts.
• Proven experience in bringing a product from 0‑1, including involvement in the initial development, launch, and iterative improvement stages.
• Exposure to portfolio management software and understanding of the competitive landscape.
• Strong interest in learning integration concepts and experience collaborating with technical partners.
• Outstanding written and verbal communication skills, with the ability to present complex ideas and project updates clearly and confidently to senior stakeholders.
• Experience conducting user or client research and converting feedback into actionable product enhancements.
• Familiarity with Agile methodologies and cross‑functional collaboration.
• Strong interpersonal and communication skills for working with diverse teams and stakeholders.
• Ability to troubleshoot basic technical issues and support product testing and reliability.
• Detail‑oriented, organized, and able to manage projects with guidance.

At Fact Set, our people are our greatest asset. Some benefits include:

• The opportunity to join an S&P 500 company with over 45 years of sustainable growth.
• Health, life, and disability insurance, retirement savings plans, discounted employee stock purchase program, and paid time off for holidays, family leave, and company‑wide wellness days.
• Flexible work accommodations to support work/life harmony.
• A global community dedicated to volunteerism and sustainability.
• Career progression planning with dedicated time each month for learning and development.
• Business Resource Groups open to all employees.

Salary: $120,000 - $150,000 (New York City)

Equal Opportunity Employer. Fact Set participates in E‑Verify.