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Location Dorchester, United States Category Product Management Date posted 08/04/2021 Job ID 2101546
Investments Product Manager-2101546


The Sr. Associate, Product Management leads product development and marketing processes for one large-sized product or two or more medium-sized products. S/he liaises with cross-functional teams to provide products that address client needs. The Sr. Associate, Product Management allocates work within a team/project. In addition, the incumbent leads sessions on the design and development of product marketing strategies for one large-sized product or two or more medium-sized products.


  • Assists in leading cross-functional sessions with teams such as Development and Marketing
  • Uses high familiarity with product competitors, consumer trends, and market status to analyze and review reports compiled by more junior analysts
  • Fully understands the risks, related controls and appropriate firm governance related to the products
  • Summarizes findings and may provide recommendations for management review
  • Analyzes and defines the product's business case based on team and industry reports
  • Prioritizes product requirements and further investigates product feasibility
  • Responsible for addressing customer feedback and concerns
  • Assists in determining product responsibilities and scope
  • Contributes to the achievement of related teams' objectives
  • Works closely with business partners to understand business processes and value chain to align solutions to business need and priority
  • Partners with Wholesale technology on Strategic Planning
  • Develops and maintains the product roadmaps and platform strategy
  • Differentiates services for strategic tools based on business needs
  • Stays current with industry trends and emerging technology in the domain



  • Bachelor's Degree; In Business, Finance, or equivalent field., or equivalent work experience


  • 9-12 years; related Product Management experience


  • FINRA 7, 63, 65/66, 24 preferred
  • CFA/CFP preferred


  • Strong background in Investment, Advisory, Annuity & Financial Planning products and services
  • Solid understanding the impact of regulatory changes to the products
  • Demonstrated understanding of product development life cycle
  • Strong analytical skills/financial acumen
  • Demonstrates the ability to create strategic plans and lay out a strategic course of action to drive future business growth for a specific product
  • Self-starter: forward thinking, with a positive/can-do attitude
  • Demonstrates the ability to translate customer needs into marketable product features
  • Ability to communicate effectively to internal teams, key partners, and executive management


  • May frequently require minimal physical effort such as sitting, standing, and walking


:Product Management

Primary Location

:Massachusetts-Dorchester-2 Morrissey Boulevard - 06367 - Columbia Park-Corp


:Consumer & Business Banking (1001)



Job Posting

:Apr 7, 2021, 9:04:13 PM

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  • Product Management, Dorchester, Massachusetts, United StatesRemove