Product Manager leading the strategy for SaaS Management Platform at Calero. Driving decision - making through customer insights and cross - functional collaboration to achieve measurable outcomes.
About the role
- Own and manage the product backlog, ensuring alignment with business goals and client needs
- Collaborate with engineering, design, compliance, operations, and other stakeholders to deliver high-quality product enhancements
- Translate business requirements into clear user stories and acceptance criteria
- Prioritize features and enhancements based on client impact, regulatory requirements, and technical feasibility
- Serve as the voice of the financial advisor/client, ensuring the communication experience is intuitive, accurate, and compliant
- Define and track KPIs to measure product performance, client satisfaction, and operational efficiency
- Stay informed on industry trends, regulatory changes, and best practices in client communications and reporting
Requirements
- 5+ years of experience in product management, product ownership, or project management
- Experience in the financial services industry, preferably within a broker-dealer, RIA, investment or financial services firm preferred
- Familiarity with client/end-investor reporting, accounting systems, or official monthly statements is a significant plus
- Proven ability to manage complex products with multiple stakeholders and dependencies
- Strong analytical, communication, and organizational skills required
- Experience with Agile methodologies and tools such as Jira
Benefits
- 401K matching
- health benefits
- employee stock options
- paid time off
- volunteer time off
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CI
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