• Product Manager

    Insight Global (Dallas, TX)


    Job Description

    A large financial services client is looking for a Product Manager to join the RIA Custody organization. They will be overseeing different financial products for registered investment advisors and their clients. They will be very involved with the current client base and understanding money movement within financial products.

    Responsibilities:

    - Leverage Agile methodologies and governance tools to provide transparency to senior stakeholders on project scope, timelines, and delivery risks

    - Identify and manage project risks from inception to completion while proposing solutions and mitigants

    - Facilitate communication on key project matters (incl. reporting and escalations) across teams, including Sales, Operations, Engineering, Legal, Compliance and Product.

     

    - Provide oversight over the project book of work, ensuring cross project dependencies, risks, are aligned and proactively managed

     

    We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

     

    Skills and Requirements

     

    - 3-5+ years of project or product management experience

     

    - Strong money movement knowledge

     

    - Understanding of how ACH, check processing, debit / credit cards work

     

    - Experience with SMAs

     

    - Background working within a Financial Institution - Understanding how funds are set up, how alt

     

    - Experience with Broadridge / SSNT

     

    - AWM Experience