Product Manager
Walnut Creek, Ca, Us
Drive the strategy, roadmap, and delivery of our new Wealth Management cloud platform and digital advice solutions. This position serves as Product Owner within Advisor Software’s agile software development process to help develop, launch, and evolve a next generation platform for the wealth management industry along with a suite of products and applications that leverage the platform.- Lead development of Advisor Software’s platform comprised of REST APIs, administrative and development tools, and cloud/SaaS platform features- Spearhead definition and delivery of a robust suite of functional components and services across the wealth management value chain from financial planning to goal-based investing to portfolio analysis/management to client reporting- Conduct customer and market research to understand, analyze, and articulate customer needs, industry and technology trends, and competitive landscape- Utilize both quantitative and qualitative methods to inform and drive platform/product roadmap and requirements- Identify and prioritize new features and enhancements to Advisor Software’s platformCollaborate with executive team to get agreement on product/platform strategy and roadmap- Write necessary requirements/specifications/epics/user stories for all new product features and enhancements- Work closely with UI design staff to develop intuitive and compelling user experiences- Create models, mockups, wireframes, and other illustrations to convey feature ideas and requirements and gather feedback- Collaborate daily with engineering to develop and deliver solutions that meet both the functional and technical needs of our customers