Sr. Product Manager - Equity Trust
Westlake, OH 44145
About the Job
*This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after probationary period.
JOB OVERVIEW:
The Senior Product Manager assumes a pivotal role in overseeing every facet of the digital and service product line, encompassing vision, design, roadmap, and the seamless orchestration of client experience. Operating with substantial autonomy, this professional achieves results through facilitation and collaboration with key stakeholders spanning both business and technology domains. Their responsibility extends to ensuring the launch of products within the portfolio, guiding the entire lifecycle from identification of the unmet needs, solution development, and continued optimization for sustained success.
RESPONSIBILITIES & DUTIES:
- Advocates the team's product vision, striving to craft distinctive experiences that address both expressed and unarticulated customer needs across diverse channels and business lines.
- Assume a leadership role in defining the strategic direction of our digital products, encompassing all touchpoints. This involves shaping the strategy, developing the overall product roadmap, contributing to annual planning, and effectively communicating these plans to the team and senior leadership.
- Voice of the customer, creating differentiated products and experiences that address both requested and unarticulated needs of customers across varied channels and business lines.
- Collaborates with executive stakeholders from various domains business, technology, and client experience to reconcile conflicting interests and needs across the organization. Drives a clear vision, communicating effectively and aligning diverse partners in the process.
- Works closely with senior leaders and peers from marketing, user experience, technology, and the field to synchronize initiatives and deliver comprehensive journeys across segments and channels.
- Possesses a holistic understanding of the complete customer experience and lifecycle.
- Develop an in-depth understanding of the markets and partners we serve, becoming the go-to source for all information related to market dynamics, both for internal teams and external partners.
- Work closely with partners, leading consultative interactions to understand their goals, systems, translating partner needs into product solutions, ensuring successful onboarding and integration.
- Creates and manages product documentation, solution overviews, onboarding materials, and other assets to support the sales process. Partners with the marketing team to appropriately represent solution stack within written and digital assets.
- Develop long lasting relationships with partnerships at various levels, holding Quarterly Business Reviews with the partners.
- Communicate and present our digital and service solutions to internal teams as well as external forums and prospects.
- Understands competition, pricing, offerings, market analytics, and online tools in comparison to Equity.
- Collects and analyzes customer feedback, data, and research with the intent of synthesizing findings into actionable insights.
- Performs other duties as assigned
QUALIFICATIONS:
- Bachelor’s Degree in Business, Finance, or related field
- Minimum of seven (7) years of experience in innovation and product management
- Demonstrated experience in translating research and feedback into roadmaps that drive results.
- Experience with the full digital product lifecycle as well as market management.
PROFESSIONAL CERTIFICATIONS:
- None required
TECHNICAL SKILLS:
To be successful in this role, you should have experience with and an understanding of the following:
- Expert level proficiency in Microsoft Office
- Ability to synthesize multiple sources of input (data, stakeholders, client research, design) and arrive at high quality decisions.
CULTURAL COMPETENCIES:
In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:
- Tech Savvy
- Collaborates
- Optimizes Work Processes
- Self-Development
PHYSICAL DEMANDS/WORK ENVIRONMENT:
This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.
DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT:
The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin. If you have a disability that requires accommodation or paper application, please contact us at careers@trustetc.com.
About Equity Trust:
Equity Trust empowers individual investors and financial professionals by removing the barriers to investment freedom. As an IRS approved custodian, we fulfill the custodial and administrative duties required for each type of investment account our clients hold.With an Equity Trust account, clients have the opportunity to invest in alternative assets such as real estate, precious metals, private equity, and more. Additionally, clients can invest in traditional assets such as stocks and mutual funds – all through a single custodian.As an industry-leading custodian of alternative assets in tax-advantaged accounts, our 45-year* track record of excellence is unmatched in the industry. Equity Trust streamlines the investment experience by offering optimized solutions, processes, and service.As a directed custodian, Equity Trust does not provide tax, legal or investment advice, nor do we offer or sponsor any proprietary investment products.
Source : Equity Trust