Manager Product Management - AgilLink

MANAGER PRODUCT MANAGEMENT - AGILLINK WHAT IS THE OPPORTUNITY?

For over 45 years, Agil Link (formerly Datafaction) has focused on solving the pain points of adding the controls needed to offer multi-client bill payment and client accounting. We enable firms to scale their business while putting the proper controls and security in place.

Agil Link provides scale, control and security to family offices, business managers and sports professional firms that offer bill pay and accounting services for their high-net-worth clients. Our secure bill payment and specialized cloud accounting solution incorporates approval workflow, integration with City National Bank, document management and investment data integration.

Agil Link streamlines the bill payment process by integrating the accounting system with City National Bank’s Treasury capabilities and combing this with configurable approval workflows.

Agil Link also offers clients our Invest Link solution, which seamlessly integrates data from more than 300+ custodians or your existing reporting system, providing investment aware financials in a single, streamlined view.

• Manage Agil Link and its associated product portfolio.
• Identify, evaluate and implement measures to improve product performance, profitability, competitiveness and accountability.
• Identify, evaluate and implement opportunities/needs for product enhancement and development. These opportunities may be identified through: regular market and competitor analysis performed by the product group; solutions developed as the result of client needs; suggestions from the line or Product Review Committee (PRC) or that meet a specific bank initiative or new client niche.
• Prepares reports and analyses on assigned products/product lines and presents to Bank Management (PRC, ALCO, etc.) on a regular basis. Focus of reports/analyses may be market or competitive issues, special economic and risk factors, pricing, product strategy, profitability, etc.
• Keep up to date on competition, regulation, marketplace, and internal and external issues related to assigned products.
• Develops information materials on product features, benefits, requirements, pricing and services, and prepares and executes training seminars as needed. (Includes Marketing One-Sheets and annual fee increase training.)
• Review product pricing on an annual basis for all assigned products. Make recommendations and implement including disclosure, training, and colleague communication.
• Monitors development activities relating to meeting product objectives, budget, quality standards and schedule.
• Recommends and implements programs to minimize costs, ensure optimum output and maintain quality. Advises on the solution of technical problems, priorities, and methods.
• Participates in product evaluation; provides recommendations for changes and revisions as required.
• Serves as product expert for a variety of issues – adviceuidance on sales, “How to position and sell product”, operational support for technical product issues, etc.
• Manage Product Management portion of acquisition conversions -- product mapping; check orders, product analysis/comparisons, “Welcome to CNB” package support, IRG support, etc.
• Represents Agil Link by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate.
• Fosters and maintains good relationships with colleagues to ensure that processes are integrated to support expected customer service levels. Acts as business partner by managing expectations and providing guidance and advice regarding assigned product.
• It is the individual responsibility of every employee to maintain a current awareness and understanding of appropriate banking laws, regulations, internal policies and procedures, and to comply fully with those laws, regulations, policies and procedures.
• Responsible and accountable for appropriate quality controls related to the financial products the bank provides, the services the bank delivers, the processes employed and the incentives with which colleagues are awarded.
• All City National products, financial solutions and…