What are the responsibilities and job description for the Senior Product Manager position at Dynasty Financial Partners, LLC?

Job Description

Description :

As a Senior Product Manager, you will focus on Dynasty’s Advisor-facing Investment technology, playing a crucial role in developing and launching new investment services through the Dynasty Desktop. You will closely collaborate with our Investments team and act as a key liaison between them and our Engineering team. You will be responsible for advancing key roadmap items from conception, through requirements gathering and design, prioritization, and development, ultimately leading to the launch of new features and services for Dynasty’s network of Independent RIAs.

RESPONSIBILITIES :

Product Strategy : Map existing business / system process and recommend improvements. Facilitate conversations with Leadership and SMEs to shape future state through a defined roadmap and requirements. ?
Define Project Scope and Objectives : Collaborate with teams using a deep understanding of Investments, systems, and industry requirements to define project scope, including phasing.?
Create Comprehensive Business Requirements : Detail functional (e.g., business processes, rules, screen flow) and non-functional (e.g., data, security, performance) capabilities.?
Project Management : Develop and maintain project schedules, prioritize tasks, and collaborate across business units for seamless execution. Hold stakeholders accountable to deliverables based on agreed to timelines, provide ongoing reporting of results and key milestones achieved - escalate progress to management sponsors as on track, roadblocks to solve, or at risk.?
Liaison Between Client and Technical Units : Act as a bridge between client business units and technical teams, analyzing needs and representing users in technology solution development.?
Product Vision : Drive unified vision for application strategy and development roadmap to align with business objectives.

Requirements : QUALIFICATIONS

Education : Bachelor’s degree in Computer Science, MIS, Investments or a related field

Experience : 5 years of experience in Financial Services. Lean Six Sigma or related certification is a plus.

Technical Proficiency : Proficient in the SDLC, development methodologies, product management, requirements writing, issue tracking, and change management.

Business Knowledge : Experience with a wide range of Investment Products including but not limited to Mutual Funds, ETFs, Bonds, Separately Managed Accounts, and Alternatives. In Depth Trading Platform experience / knowledge with a deep understanding of technology and how it integrates with other platforms.

Analytical Skills : Ability to facilitate thorough information-gathering sessions as well as independent study to resolve complex challenges.

Process Improvement Expertise : Experience mapping complex business processes and identifying opportunities for improvement, both operationally and in terms of system design, with proven track record of improved outcome.

Collaboration and Relationship Building : Strong collaboration skills within cross-functional teams and the ability to establish effective relationships.

Effective Decision-making : Skillful approach in selecting actions consistent with available facts, constraints, and probable consequences.

Clear Communication : Excellent communication skills, adept at conveying information engagingly to diverse audiences.

Proven Experience

Proven Development Track Record : Proven track record of large-scale technology development, project management and implementation.

Proven Financial Service Technology : Proven track within financial services technology industry. Proven experience with business-critical applications within portfolio management, billing and custody preferred. RIA specific technology experience is a plus.

BENEFITS

Health Insurance

Dental insurance

Vision insurance

Retirement plan 401(k)

401(k) matching

Paid Time Off

FSA / HSA benefits plans

Disability benefits

Voluntary Life Insurance

Basic Life Insurance

EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

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