Client Reporting Solutions Manager

Overview

Bessemer Trust is seeking an experienced product manager for its client reporting solutions. In this role, you will be directly responsible for ongoing enhancement, success measurement, and user engagement and adoption. This is an exciting opportunity to make a significant contribution to innovation at Bessemer and enhance our client experience.

This position collaborates with colleagues across Client Advisory, Marketing and Client Engagement, and Information Technology divisions, reports to the Head of Client Digital and Reporting Solutions, and is located in the firm's New York headquarters. We support a hybrid work schedule that is up to 40% remote.

In this role, you will tackle the challenge of delivering best-in-class reporting across services. Responsibilities include:

• Benchmark our current state reporting experience vis a vis the industry and target state
• Gain agreement on our reporting roadmap across client experience, process, and technology
• Lead user analytics across KPI definition, tracking, and reporting.
• Engage clients and advisors to understand needs, support adoption, and deliver ongoing enhancements
• Identify user pain points through analytics and surface requirements.

As an ideal candidate, you may have the following:

• Combined knowledge of 1) reporting 2) data and 3) wealth management services, capabilities, and content
• Cross-organizational program definition, management, and communication at all levels
• Experience with Jira planning and tracking (e.g., road mapping, project planning, and reporting.)
• Experience with measurement tracking, data analytics, and reporting
• Background in user experience across research, design, and documentation
• A keen eye for gaps in client service features and the innovative mindset to fill them

Daily, weekly, and monthly responsibilities:

• Maintain current industry, competitive, and product research
• Create product strategy documents that describe business cases, audiences, use cases, and KPIs
• Develop and manage multi-workstream project plans
• Work with advisors, IT, operations, legal, and compliance re requirements, feasibility, and prioritization
• Prepare senior leadership for cross-organizational prioritization and planning
• Analyze usage data, track KPIs, develop reports and dashboards, assess trends over time
• Test product enhancements to ensure requirements are met

Skills and Qualifications:

• Bachelor's degree
• Program and project management experience
• Cross-channel reporting delivery, including off-line and digital
• Effective relationship building, team engagement, and communications skills at all levels of the organization
• Proven track record of bringing great user experiences to life
• Experience with all elements of the product development and delivery lifecycle
• Experience aligning agile delivery with waterfall milestone reviews and communications

Relevant technology experience may include:

• Project Management: Jira, Smartsheet, or equivalent
• Data and data analysis: SQL, Google Analytics, Tableau, Qlik or equivalent
• Reporting platforms: Cognos, SmartCOMM, or equivalent
• Planning platforms and integrations: Wealth.com, MoneyGuide, or equivalent
• Design and UX: Figma, Zeplin, or equivalent

Additional relevant qualifications:

• Advanced degree or relevant certifications
• Proven experience working on a product team in a non-managerial role
• Demonstrated skill in client experience methodologies including design thinking

The base salary range for this position is $135k-175k . Actual salaries will vary and will be based on various factors, such as skills, experience, and qualification for the role. It is not typical for offers to be made at or near the top of the range.