Product Manager - Wealth in London
Product Manager - Wealth

Product Manager - Wealth in London

London Full-Time 72000 - 90000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Lead the development of next-gen portfolio services and enhance user experiences.
  • Company: Join FactSet, a leading tech company in finance with a collaborative culture.
  • Benefits: Enjoy flexible work, health benefits, and career growth opportunities.
  • Why this job: Make an impact in finance while working with innovative technology.
  • Qualifications: 5+ years in product management, preferably in finance or tech.
  • Other info: Be part of a global community focused on sustainability and volunteerism.

The predicted salary is between 72000 - 90000 £ per year.

FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients’ needs and exceeding their expectations.

Job Location: New York City, Norwalk, Boston, or London

Working Environment: Hybrid

Your Team's Impact: We are seeking a Product Manager to lead the development and delivery of our next-generation portfolio modeling and rebalancing services. You will work with the team to deliver on the product roadmap, drive user research and validation, and align cross-functional teams to deliver an exceptional client and advisor experience.

What You’ll Do:

  • Support the end-to-end product management of our next-generation portfolio modeling and rebalancing services, from requirements gathering through development, launch, and initial adoption.
  • Work closely with cross-functional teams to ensure smooth integration and continuous alignment between the FactSet suite of products.
  • Collaborate with internal technology, operations, and compliance stakeholders to define core features and prioritize user needs.
  • Ensure the portfolio services support interoperability and future integration with other products.
  • Gather user feedback and analytics to guide feature enhancements, bug fixes, and usability improvements.
  • Assist with agile delivery processes including sprint planning, backlog management, and user acceptance testing.
  • Coordinate creation of training materials and documentation to support successful onboarding and ongoing user adoption of the PMS.
  • Communicate project updates and solicit feedback from cross-functional partners.

What We’re Looking For:

  • Bachelor’s degree
  • 5+ years of product management or related experience, preferably in finance, wealth management, or enterprise technology
  • Understanding of wealth management user workflows, and portfolio analytics and portfolio management concepts (rebalancing, optimization, tax awareness)
  • Proven experience in bringing a product from 0-1, including involvement in the initial development, launch, and iterative improvement stages is a plus
  • Exposure to portfolio management software and understanding of the competitive landscape
  • Strong interest in learning integration concepts and experience collaborating with technical partners
  • Outstanding written and verbal communication skills, with the ability to present complex ideas and project updates clearly to senior stakeholders
  • Experience conducting user or client research and converting feedback into actionable product enhancements
  • Familiarity with Agile methodologies and cross-functional collaboration
  • Strong interpersonal and communication skills for working with diverse teams and stakeholders
  • Ability to troubleshoot basic technical issues and support product testing and reliability
  • Detail-oriented, organized, and able to manage projects with guidance

For U.S. locations, must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

What’s In It For You: At FactSet, our people are our greatest asset, and our culture is our biggest competitive advantage. Being a FactSetter means:

  • The opportunity to join an S&P 500 company with over 45 years of sustainable growth powered by the entrepreneurial spirit of a start-up.
  • Support for your total well-being. This includes health, life, and disability insurance, as well as retirement savings plans and a discounted employee stock purchase program, plus paid time off for holidays, family leave, and company-wide wellness days.
  • Flexible work accommodations. We value work/life harmony and offer our employees a range of accommodations to help them achieve success both at work and in their personal lives.
  • A global community dedicated to volunteerism and sustainability, where collaboration is always encouraged, and individuality drives solutions.
  • Career progression planning with dedicated time each month for learning and development.
  • Business Resource Groups open to all employees that serve as a catalyst for connection, growth, and belonging.

Salary is just one component of our compensation package and is based on several factors including but not limited to education, work experience, and certifications. The budgeted amount range for this position in New York City is $120,000 - $150,000.

Company Overview: FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 200,000 individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized among the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner.

At FactSet, we celebrate difference of thought, experience, and perspective. Qualified applicants will be considered for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, disability, protected veteran status or other characteristics protected by law. FactSet participates in E-Verify.

Product Manager - Wealth in London employer: FactSet

FactSet is an exceptional employer that prioritises the well-being and growth of its employees, offering a dynamic work culture that fosters collaboration and innovation. With flexible work arrangements, comprehensive benefits including health and retirement plans, and a strong commitment to sustainability and community engagement, employees are empowered to thrive both personally and professionally. Located in vibrant cities like New York City, FactSet provides a unique opportunity to be part of an S&P 500 company that values entrepreneurial spirit and continuous learning.
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Contact Detail:

FactSet Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Product Manager - Wealth in London

✨Tip Number 1

Network like a pro! Reach out to folks in your industry on LinkedIn or at events. A friendly chat can lead to opportunities you might not find on job boards.

✨Tip Number 2

Prepare for interviews by researching the company and its products. Knowing what they do and how you can contribute will impress the hiring team and show your genuine interest.

✨Tip Number 3

Practice your pitch! Be ready to explain your experience and how it aligns with the role. Keep it concise but impactful, highlighting your achievements in product management.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who are proactive about their job search.

We think you need these skills to ace Product Manager - Wealth in London

Product Management
Portfolio Management
User Research
Agile Methodologies
Cross-Functional Collaboration
Communication Skills
Project Management
Technical Integration
Data Analysis
Detail-Oriented
Problem-Solving Skills
Client Feedback Analysis
Organisational Skills
Financial Analytics

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Product Manager role. Highlight your experience in product management, especially in finance or wealth management, and show how your skills align with what we’re looking for.

Showcase Your Achievements: Don’t just list your responsibilities; share specific achievements that demonstrate your ability to bring a product from 0-1. Use metrics where possible to illustrate your impact and success in previous roles.

Communicate Clearly: Since strong communication skills are key for this role, ensure your application is well-written and free of jargon. Present your ideas clearly and concisely, as if you were explaining them to a senior stakeholder.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!

How to prepare for a job interview at FactSet

✨Know Your Product Inside Out

Before the interview, dive deep into FactSet's portfolio modeling and rebalancing services. Understand the key features, user workflows, and how they integrate with other products. This knowledge will help you demonstrate your expertise and show that you're genuinely interested in the role.

✨Showcase Your Agile Experience

Since the role involves agile delivery processes, be ready to discuss your experience with agile methodologies. Prepare specific examples of how you've managed sprints, backlog, and user acceptance testing in previous roles. This will highlight your ability to fit seamlessly into their workflow.

✨Prepare for User Research Questions

Expect questions about your experience conducting user research and how you've turned feedback into actionable product enhancements. Think of concrete examples where your insights led to significant improvements. This will showcase your analytical skills and user-centric approach.

✨Communicate Clearly and Confidently

Strong communication skills are crucial for this role. Practice articulating complex ideas simply and clearly. You might even want to prepare a brief presentation on a relevant topic to demonstrate your ability to convey information effectively to senior stakeholders.

Product Manager - Wealth in London
FactSet
Location: London

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