Product Manager - Wealth

Product Manager - Wealth – Fact Set

Join Fact Set’s mission to deliver flexible data and open technology to over 200k investment professionals worldwide.

New York City, Norwalk, Boston, or London (Hybrid)

Lead the next‑generation portfolio modeling and rebalancing services. Drive user research, validate features, and align cross‑functional teams to deliver an exceptional client and advisor experience.

• Manage end‑to‑end product lifecycle from requirements gathering through launch and adoption.
• Collaborate with internal technology, operations, and compliance to define core features and prioritize user needs.
• Ensure interoperability with the Fact Set suite of products and future integration with other offerings.
• Gather user feedback and analytics to guide 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 for onboarding and adoption.
• Communicate project updates and solicit feedback from cross‑functional partners.

• Bachelor’s degree.
• 5+ years of product management, preferably in finance, wealth management, or enterprise technology.
• Understanding of wealth management workflows and portfolio analytics/management concepts.
• Experience bringing a product from 0‑1, including launch and iterative improvement.
• Exposure to portfolio management software and competitive landscape.
• Strong written and verbal communication; ability to present to senior stakeholders.
• Experience conducting user research and converting feedback into product enhancements.
• Familiarity with Agile methodologies and cross‑functional collaboration.
• Detail‑oriented, organized, and able to manage projects with guidance.

• Health, life, and disability insurance, retirement savings plans, discounted employee stock purchase program.
• Paid time off for holidays, family leave, and company‑wide wellness days.
• Flexible work accommodations.
• Career progression planning and learning & development.
• Business Resource Groups and global community for volunteerism and sustainability.

Salary range: $120,000 – $150,000 (New York City).

Fact Set is an equal opportunity employer and encourages applicants from all backgrounds to apply.