Wealth Strategy Analyst & Product Management, Officer (Wealth Custody and Clearing)
$60,000–$101,250 year
On-siteDallas, Texas, United States
Job Summary
Support the buildout of new wealth custody and clearing platform capabilities from ideation through launch, including design, third-party integrations, and ongoing enhancements. Negotiate fintech partnerships to expand platform capabilities and accelerate time-to-market while championing AI and advanced analytics to automate workflows. Manage third-party product roadmaps, collaborate with technology, operations, and compliance teams to deliver scalable solutions, and prepare executive-level presentations on product vision and strategy. Monitor industry trends and regulatory developments to ensure the platform remains innovative and differentiated. This role drives strategic analysis for the global product buildout, supporting the 0-1 launch of innovative wealth and custody solutions.
Required Qualifications
- Undergraduate degree
- 2–5+ years of related experience
- Experience in product management
- Experience in investment banking
- Experience in management consulting
- Experience in corporate development
- Experience in business analysis
- Experience in strategy roles
- Exposure to product lifecycle and agile development methodologies
- Exposure to wealth custody
- Exposure to clearing
- Exposure to trading
- Exposure to digital wealth platforms
- Strategic thinker
- Strong execution skills
- Analytical skills
- Presentation development skills
- Excellent communication skills
- Stakeholder management skills
- Digital-forward mindset
- Passion for leveraging modern tools to transform an industry
- Desire to learn, build, grow, and support a highly complex, 0-1 launch of a global wealth and custody product
- Based in Boston, MA, Dallas, TX, Austin, TX, Irvine, CA or another strategic global location
Desired Qualifications
- Graduate degree
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