Senior Product Associate

Job responsibilities

• Lead the development and enhancement of tools supporting Practice Management, ensuring alignment with incentive models and business objectives.
• Drive AI-powered solutions to optimize analytics, forecasting, and automation within compensation frameworks.
• Develop a deep understanding of wealth management products offered to clients and the pay rules associated with each product.
• Collaborate with stakeholders to gather business requirements, ensuring tool functionality meets strategic objectives.
• Oversee technical aspects, including database management and SQL queries for financial modeling and reporting.
• Utilize JIRA to document product requirements, development tasks, and project workflows.
• Work cross-functionally with technology, finance, operations, and compliance teams to drive seamless execution of advisor compensation tools.
• Stay ahead of industry trends, regulatory updates, and AI-driven advancements impacting wealth management advisor compensation.

Required qualifications, capabilities, and skills

• 3 + years of domain knowledge in Wealth Management Advisor Compensation within a large financial firm.
• Highly motivated and detail-oriented business analysis skills to support business processes, document requirements, identify opportunities for improvement, map end-to-end processes
• Strong product management experience with expertise in financial services and compensation tools.
• Expertise in AI applications for financial analytics, automation, and predictive modeling.
• Technical proficiency in databases, SQL queries, and financial data analysis.
• Experience writing JIRA stories and managing software development processes.
• Excellent communication and stakeholder management skills to align objectives across business functions.

Preferred qualifications, capabilities, and skills