Product Owner managing technology talent and impactful projects at Beyond Soluções in a hybrid work environment. Focus on autonomy, team collaboration, and professional growth.
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Hybrid Product Manager – Wealth Management
Posted last month
About the role
- Product Manager within Wealth Management business group overseeing critical processes and audits. Act as subject matter expert for various investment product lines with compliance oversight.
Responsibilities
- Manage business/product critical processes, reports, and audits
- Act as subject matter expert on various product lines
- Perform regular reviews of policies, procedures, and reports
- Manage resolution of complex advisor/client issues
- Own client pre-qualification and product sales kit process for Alternative Investments
Requirements
- 5+ years financial services experience
- Bachelor's degree or equivalent experience
- Active Series 7 or ability to obtain within 120 days
- Strong understanding of compliance and regulatory environment
- Proven organizational skills, including managing multiple tasks simultaneously
- Project Management experience
- Working knowledge of Ameriprise systems and tools (including BETA Host, Thomson One/Refinitiv, Denodo)
Benefits
- Health insurance
- 401(k)
- Paid time off
- Sick time
- Competitive and comprehensive benefits program
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