Product Manager - Wealth

Product Manager - Wealth page is loaded## Product Manager - Wealthlocations:
United States, New York, 111 West 33rd Street:
London, G :
United States, Boston, One Beacon Street:
Norwalk, CT, USAtime type:
Full time posted on:
Posted Yesterday job requisition :
R30780

Fact Set creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant accessto financial data and analytics that investors use to make crucial decisions.

At Fact Set, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.
*
* Job Location:

** New York City, Norwalk, Boston, or London
** Working Environment**:
Hybrid
** Your Team's Impact
** 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.
** What You'll Do
*** 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 Factset 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 of the PMS.
* Communicate project updates and solicit feedback from cross-functional partners
** What We're Looking For
***
* Required Skills:

*** 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 and portfolio management (i.e. 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 is a plus
* 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.

For U.S. locations, must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future
** What's In It For You
** At Fact Set, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a Fact Setter means:
* The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.
* Support for your total well-being. This includes health, life, and disability insurance, as well…