- Own the product vision, roadmap, and performance for the Wealth client segment and Jump product suite.
- Lead, mentor, and develop the Jump product management team.
- Partner with stakeholders to define requirements, prioritize features, and ensure successful delivery aligned with business goals.
- Monitor market trends, competitive landscape, and client feedback to drive innovation and differentiation.
- Collaborate with sales, marketing, and client success teams to support go-to-market efforts and client adoption.
- Track product KPIs and ensure measurable business impact from product initiatives.
- Cross-Functional Collaboration: Working closely with other stakeholders across various departments (e.g., trading, risk, finance) to gather requirements, prioritize initiatives, and ensure successful product delivery.
- Roadmap & Prioritization: Developing and managing the product roadmap, prioritizing features and initiatives based on business value and customer needs, and communicating updates to relevant stakeholders.
- Risk Management: Identifying and mitigating potential risks associated with product development and deployment, ensuring products comply with relevant regulations, standards, and best practices.
- Communication & Stakeholder Management: Effectively communicating product updates, strategies, and value proposition to internal teams and external stakeholders, fostering alignment and support for product initiatives.
- Bachelor’s or advanced degree in business, finance, technology, or a related field.
- 10+ years of product management experience, specifically in a Fintech firm building software for the buy side.
- 8+ years of experience as a Product Manager (Ideal but not vital) that owns all aspects of a successful product throughout its lifecycle in a B2B enterprise SaaS environment.
- Deep understanding of asset classes, financial instruments, and financial regulations is essential.
- Familiarity with data management concepts, data modeling tools and technologies, data pipelines, and database technologies.
- Proven ability to lead and inspire teams, drive cross-functional alignment, and deliver results in a fast-paced environment.
- Exceptional communication, stakeholder management, and analytical skills.
- Experience engaging with clients, gathering requirements, and translating them into successful product solutions.
- Proven ability to manage demands of multiple projects in a fast-paced work environment, including ability to prioritize time efficiently and handle heavy workloads while remaining attentive to detail.
Top Skills
What the Team is Saying
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What We Do
CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights. The result? Investment management that works as seamlessly as your investment strategy. Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.
Why Work With Us
We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world. What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices
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Clearwater Analytics (CWAN) Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
