Product Manager - Datasets

Job Posted 9 Days Ago Posted 9 Days Ago
Hiring Remotely in United States
Remote
Hybrid
95K-160K Annually
Mid level
Cloud • Fintech • Software • Financial Services
YCharts enables smarter investment decisions and better client communication for the wealth management industry.
The Role
As a Product Manager for Datasets at YCharts, you'll oversee product roadmaps, coordinate projects, conduct market research, and collaborate across teams to enhance investment tools.
Summary Generated by Built In

Description
The Company
Building and executing a great investment strategy shouldn't require a PhD or a million-dollar budget-it should be simple. As a leader in fintech and wealth-tech, YCharts empowers financial advisors, asset managers, and wealth managers with best-in-class investment research tools, data visualization, and sales enablement software.
Our cloud-based SaaS platform helps users make smarter investment decisions and communicate more effectively with clients. With an 8-time Inc. 5000 Fastest Growing Company honor, we're a thriving growth-stage company serving top firms like John Hancock, TD Ameritrade, Fidelity, and Charles Schwab.
The Position
We are seeking a driven, curious, and well-rounded Product Manager - Datasets to join our Product Management team at YCharts. YCharts is a product-centric Saas company that is a market leader in investment research and data analytics. We provide financial advisors with the tools and datasets to make smarter investment decisions and communicate their insights. To continue to be a leader in the industry that provides only the best solutions, we need a talented individual to help us continue to build on our value proposition.
The role would include performing various product management-related tasks, including owning key product roadmap projects delivery (specifically related to datasets and backend improvements), providing important product specifications and working closely with the engineering team on making key decisions, working with marketing and sales teams on creating a successful go-to-market strategy on key roadmap initiatives, and more. This role is also cross-functional in nature, allowing having an impact and working with all teams at YCharts.
What You'll Be Doing

  • Product roadmap data projects organization, ownership, and execution.
  • Creation of key project management documentation, including project engineering specifications, and design specifications.
  • Lead weekly project meetings to ensure project features are delivered on time and key decisions are coordinated with all stakeholders involved.
  • Present in company-wide product management updates on key projects that are released to the production environment.
  • Coordination with product marketing on a go-to-market strategy on all roadmap projects.
  • Research and organize market research on key investment asset classes that benefit wealth management firms for product roadmap ideation and planning.
  • Product KPI tracking & reporting.
  • Client/Prospect interviews & feedback data organization.
  • Product support for internal teams.
  • Competitor analysis & reporting.
  • QA testing for major product roadmap projects.
  • Participate in product and company-wide in-person weeks.


Qualifications and Skills

  • Bachelor's or higher degree in business, finance, economics, or related field.
  • 3-5 years of product management experience.
  • Industry experience in Wealth Management Technology or Market Data is highly preferred.
  • Understanding of data feeds, including API, FTP, etc.
  • Familiarity with Asana and Figma preferred.


Benefits & Perks:

  • 100% employer-paid health, dental, and vision insurance.
  • 401(k) match to support your financial future.
  • Flexible time off, vacation days, sick days, and a celebration day.
  • Paid parental leave to support work-life balance.
  • Professional development stipend to help you grow in your career.
  • Hybrid work schedule with flexibility to work both in-office and remotely.
  • Summer hours so you can enjoy more sunshine.


In-Office Perks:

  • Weekly lunch credits to fuel your day.
  • Premium beverages and snacks to keep you energized.
  • Regular team events and activities to foster a fun and engaging culture.


Why Join YCharts?
At YCharts, we are committed to pay equity and transparency in all locations, including compliance with local pay disclosure requirements: the base salary range for this role is $95,000-$145,000 USD, and the Total Cash Compensation range is $95,000-$159,500 USD inclusive of bonuses. The starting salary will be determined based on skills and experience.
We're more than a fintech company-we're a team that values innovation, collaboration, and people-first leadership. Our award-winning culture speaks for itself:

  • Inc. 5000 "Fastest Growing Companies"
  • Crain's "Best Places to Work in Chicago"
  • Inc.'s "Best Places to Work"
  • Built in Chicago's "Best Places to Work"
  • American Banker's "Best Fintechs to Work For"


At YCharts, your ideas matter, your growth is supported, and your impact is real!
YCharts is an equal-opportunity employer. We celebrate diversity and are committed to fostering an inclusive environment for all employees.
Salary Description
$95,000-$145,000

Top Skills

APIs
Asana
Figma
Ftp
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The Company
HQ: Chicago, IL
120 Employees
Hybrid Workplace
Year Founded: 2009

What We Do

YCharts was founded in 2009 to democratize investment research. As we build an increasingly powerful and intuitive tool that our clients use daily, we might be outgrowing our name—but not our mission.

From humble beginnings, YCharts has grown to become an all-in-one platform for investment research and client communication. Our guiding principle has always been to create software that elevates and enables our clients’ goals—tools that are easy to use, reliable and timely data, and customer service that stands head and shoulders above the industry.

We couldn’t imagine doing it any other way.

Why Work With Us

Our people are the heart of YCharts, providing our clients with top-notch service and continuously shaping our product for the better.

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YCharts Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Remote employees make their way to our Chicago HQ ~2 times per year.

Typical time on-site: Flexible
HQChicago, IL

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