Lead Product & Engagement Manager

Key Responsibilities:

Product Strategy & Execution 

• Define, own, and execute product strategy and roadmaps for complex initiatives, ensuring alignment with client business objectives and contractual commitments 

• Lead the full product lifecycle from discovery through delivery, balancing strategic vision with execution discipline 

• Translate complex financial services concepts, workflows, and data into clear product requirements and usercentered solutions in collaboration with UX and engineering teams 

• Apply datadriven decisionmaking and hypothesisled development to optimize product outcomes, delivery effectiveness, and client satisfaction 

End-to-End Engagement Ownership 

• Act as the single accountable owner for engagement success across delivery, product outcomes, financials, and client satisfaction 

• Own and operate within the MSA, current SOW, and prior SOWs, ensuring scope clarity, expectation alignment, and value realization 

• Proactively identify risks, issues, and dependencies across product, delivery, resourcing, access, and finance and resolve them with clear mitigation plans 

• Ensure nothing blocks delivery momentum, invoicing accuracy, or executive decisionmaking 

Delivery & Governance Leadership 

• Lead crossfunctional, agile delivery teams while maintaining clear priorities, shared outcomes, and predictable execution 

• Establish and manage delivery cadence, operating rhythms, and governance forums  

• Prepare and present executivelevel materials that communicate a coherent, compelling story across progress, risks, financials, and resourcing 

• Navigate ambiguity and changing priorities while maintaining alignment to agreed success criteria 

• Run the engagement with P&Llevel ownership, including utilization, forecasting, burn management, invoicing, and margin protection 

• Understand and manage the commercial implications of delivery decisions, scope changes, and staffing adjustments 

Qualifications:

Experience & Background 

• 7+ years of Product Management experience, including senior roles leading complex initiatives 

• 5+ years of experience in financial services, with strong familiarity with asset management workflows, personas, and domain constraints 

• Demonstrated success owning endtoend product delivery in complex, regulated environments 

• Proven experience operating in a clientfacing, consultative role, balancing delivery, strategy, and commercial considerations 

Skills & Capabilities 

• Strong product instincts paired with operational and financial rigor 

• Ability to lead and influence senior stakeholders across organizations 

• Deep comfort translating between business strategy, financial concepts, and technical execution 

• Exceptional communication skills with executive presence under pressure 

• Structured thinker who can make highquality decisions with incomplete information 

Domain Expertise (Preferred) 

• Asset management industry experience, including: 

• Investment vehicles and portfolio management processes 

• Institutional investment workflows 

• Front, middle, and backoffice technology platforms 

• Strong technical foundation in financial systems architecture, data platforms, and analytics 

What Success Looks Like in This Role:

• Product strategy is clear, defensible, and aligned to measurable business outcomes 

• Delivery is predictable, wellstaffed, and trusted by client leadership 

• Financials are clean, accurate, and transparent every month 

• Stakeholders see you as the owner, not the coordinator 

• The client wants to expand the relationship because outcomes are consistently delivered