Product Manager

InvestCloud is a private-equity backed platform business supporting over $6 trillion of assets globally, with deep, long-standing relationships across the asset and wealth management ecosystem. Private markets are rapidly becoming a core part of wealth portfolios – but the industry infrastructure has not kept pace. Most wealth managers still rely on manual processes, fragmented data, and operational workarounds to deliver private market exposure. InvestCloud’s Private Markets Network (PMN) is designed to change that. PMN is a network-level execution and processing platform that enables private market investments to be delivered at managed-account scale, with the same operational discipline and integration model that wealth managers expect in public markets.

This role sits at the intersection of strategy, product, and technology – bridging the gap between where PMN is going and what the team can actually build. Its core currency is turning ambiguous problems into something concrete that others can react to, fast.

Purpose of the Role

PMN moves fast and operates across complex, interconnected domains. Strategy, product, and technology each have their own language – and too often, things get lost in translation between them. This role exists to close that gap.

What You’ll Actually Be Doing

This role cuts across boundaries and moves fast. On any given week, you might be:

• Sitting with PMN Ops or Product to get to the bottom of a real problem – and leaving with a clear plan for what to build next.
• Building a working prototype to test an idea before anyone has written a spec.
• Running a demo with senior stakeholders and extracting the signal from their reaction.
• Turning a messy strategic question into a concrete experiment with a clear pass/fail.
• Helping engineering understand not just what to build, but why – and what success looks like.
• Telling the team clearly and early when something isn’t working – and redirecting to what will.
• Keeping strategy, product, and engineering aligned without creating process overhead.

Key Responsibilities

• Bridging Strategy, Product translate it into sharper problem definitions or go/no-go decisions.
• Iterate quickly; treat each cycle as an opportunity to learn, not just to refine.
• Handoff to Engineering Define what “validated and ready to build” looks like: outcomes, acceptance criteria, data requirements, integration points.
• Stay close through early build to ensure the intent of the prototype is preserved.

Essential Skills

• Picks up new ones quickly.
• Discovery and user research: skilled at extracting genuine insight from stakeholder conversations; able to distinguish between what people say and what they actually need.
• Demo and communication skills: able to run structured, compelling demos and translate technical concepts clearly for senior, non‑technical audiences.
• Comfortable with ambiguity: able to operate without a defined playbook, bring structure to loosely‑defined problems, and make progress under uncertainty.
• Typically 4–8 years’ experience in a product, technical product, or product‑engineering role.

Desirable Skills

• Neither feels like a step down.
• Energised by iteration; not precious about ideas that aren’t working.
• High conviction, low ego – changes their mind when the evidence points that way.
• Keeps moving when things are ambiguous; brings clarity rather than waiting for it.
• Earns trust quickly across different audiences – from ops teams to the executive level.

About InvestCloud

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.