Product Director

Job Summary

Senior Product Director / Product Lead responsible for driving product initiatives across our Wealth Management suite, which includes Securities Processing, Order Management Systems (OMS), Portfolio Management, and Digital & Market Data solutions. The role owns product vision, roadmap, and delivery for critical investment workflows serving asset managers, wealth managers, broker dealers, financial advisors, and self service clients.

Job Responsibilities

• Define and articulate the product vision, establishing a multi year strategy across all Wealth Management products.
• Translate business goals, regulatory requirements, and client needs into a clear, prioritized product roadmap.
• Conduct ongoing market research, user discovery calls, customer surveys, and synthesize feedback to inform competitive differentiation.
• Lead product positioning for institutional and wealth management segments, from Ultra High Net Worth to Mass Affluent.
• Own the design and evolution of key functional areas, including securities lifecycle management, order capture, routing, compliance controls, portfolio construction, rebalancing, performance measurement, and advisory workflows.
• Integrate third party solutions to expand the wealth ecosystem (CRM, Lombard Lending, Compliance, etc.) while ensuring alignment with regulatory frameworks such as SEC, FINRA, MiFIDII, best execution, and trade surveillance.
• Manage the product backlog and prioritization in collaboration with Engineering, Design, Compliance, Operations, and Sales teams.
• Define detailed product requirements, including PRDs, user stories, workflows, and API specifications.
• Lead cross functional execution across Engineering, Design, Compliance, Operations, and Sales.
• Oversee the end to end product lifecycle from discovery through launch and iterative improvement, balancing speed, scalability, compliance, and technical debt.
• Assume responsibility for the product line's P&L and commercial outcomes.
• Engage directly with institutional clients, advisors, and operations teams to gather feedback and validate product solutions.
• Support sales and pre sales teams with strategic client discussions and translate complex client workflows into scalable product capabilities.
• Act as a subject matter expert, mentoring and managing product managers.
• Represent Wealth Management products in executive level discussions.

Job Qualifications

• At least 15 years of product management experience.
• Strong background in Wealth Management, Asset Management, Capital Markets, or Broker Dealer environments, covering HNW and Mass Affluent segments.
• Deep understanding of securities trading lifecycle, advisory and discretionary portfolio management, OMS, portfolio accounting, rebalancing, market data, FIX protocol, and API based trading integrations.
• Experience with regulated financial systems and SaaS based requirements.
• Proven ability to manage complex, high scale, transaction heavy platforms.
• Strong stakeholder management skills across engineering, compliance, and commercial teams.
• Experience building institutional grade fintech platforms and multi asset trading platforms.
• Background in quantitative finance, trading, or investment operations.
• Familiarity with the Scaled Agile Framework.
• Care about making our Wealth Management suite best in class, commit to owning the product backlog, and drive excellence across stakeholders.

Benefits

• Maternity leave: Transition back with 3 days per week in the first month and 4 days per week in the second month.
• Civil partnership: 1 week of paid leave for marriages and civil partnerships.
• Family care: 4 weeks of paid family care leave.
• Recharge days: 4 days per year to use when you need to physically or mentally recharge.
• Study leaves: 2 weeks of paid leave each year for study or personal development.