Job Description

Imagine using your skills to build products that impact the financial outcomes of people from all walks of life. Almost every person will work with a wealth advisor at some point in life, whether they are planning for retirement, saving for college, and planning for a rainy day. With so much riding on what we build, we're looking for a Product Manager to focus on our portfolio accounting technologies and portfolio management applications to help SmartX create a better financial future for everyone. 
As a key driver of our product development process, our Product Manager will work to build solutions for our proprietary sleeve level accounting solution, utilized by our strategic partners, enterprise customers, and internal applications, focused on creating innovative solutions for portfolio management designed to support the scale, reliability, and latency requirements of the largest financial institutions in the world. You’ll work closely with our Portfolio Operations teams to understand the existing challenges and collaborate with our Product and Engineering teammates to develop a roadmap to solve the most important problems first. Most importantly, you will be working directly with current and prospective clients to understand their goals and pain points. We are looking for individuals who are naturally empathetic and collaborative, technical in nature, and can dig deep to discover the right solution for the right problem. 
SmartX is growing rapidly (10x in 2020), and we need creative problem solvers to help us continue to scale. If you are looking for interesting challenges, an opportunity to grow your career, and work that impacts the lives of everyday people, we’d love to speak with you. 
What you’ll do:
Lead and evangelize initiatives for both our portfolio management applications and data management technologies
Create innovative features designed to solve large scale portfolio accounting challenges
Design solutions to support the constellation of applications consuming our portfolio management APIs
Define the roadmap and the product vision to execute on existing and new market opportunities
Manage the prioritization of development efforts to help our customers and move the needle for SmartX
Collaborate with all the SmartX teams to understand the 360 view of our business and our customers
Serve as the product owner for our engineering team
Focus on building a framework to constantly deliver additional value and iterate based on feedback
Build the set of KPIs to measure progress towards strategic goals
What we’re looking for:

  • 3+ years in product management
  • 3+ years of experience with portfolio accounting/management solutions (or equivalent)
  • Background in enterprise software development
  • Fundamental experience with wealth management, finance, accounting, or payments
  • Customer centric approach
  • Demonstrable experience with scrum (or similar frameworks) 
  • Excellent communicator, both written and verbal
  • An empathetic approach to problem solving
  • Detail oriented
  • Bachelor’s degree is preferred; advanced degrees are a plus

SmartX Advisory Solutions was founded in 2013 and is a rapidly growing, leading financial technology firm developing breakthrough innovation in the wealth management industry.  If you want to work in a  professional, yet relaxed, atmosphere with other dynamic individuals.

More Details
Employment Type: Full Time
Location: Austin , Texas , United States
Experience Required: Mid-Senior Level
Date Published: 09 Sep 2021
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