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Product Manager, Trading

Weston, MA


As a Product Manager, you are a highly collaborative, driven person who is both analytical and creative. You like to build great software products, delight our clients, and help shape the future of our product suite. As such, you are responsible for leading the planning and execution of your product roadmap. Leading a dedicated Scrum team, you will be prioritizing the backlog of development requirements, liaising between the businesses we serve and the development team, and monitoring the stages of development to product release.

Creating a holistic product suite is mission critical. You will work closely with all areas of IT—across Scrum/product teams and with business stakeholders—to drive the next-generation technology solutions. Excellent communication and leadership skills are crucial.

Key responsibilities

  • Identify market and customer needs and collaborate with leadership to define product roadmap and strategy.
  • Evaluate business processes, anticipate requirements, and implement solutions.
  • Serve as a liaison between stakeholders and users.
  • Conduct meetings and presentations to share ideas and findings.
  • Perform requirements analysis.
  • Define and monitor commercial success metrics through analytics and user feedback.
  • Be an expert in your product and understand the competitors.
  • Effectively communicate your insights and plans to cross-functional team members and management.
  • Manage a client-focused user team for your product.
  • Define, implement, communicate, and present your product roadmap.

Core strengths

  • 7–10 years’ experience with financial-services software, as either supplier or user
  • In-depth knowledge of the financial markets and how securities trade
  • Experience in building trading and rebalancing platforms
  • Specific knowledge of internal proprietary platforms’ and industry platforms’ trading capabilities
  • Knowledge of key players in the trade-rebalancing industry
  • Strong ability to multitask and solid organizational skills
  • Experience working directly with customers/clients
  • Excellent verbal and written communication skills; able to communicate and collaborate effectively with all levels of the organization
  • Experience delivering new software, as well as improving upon existing systems
  • Ability to manage and deliver successful results within a project timeline
  • Understanding of Scrum concepts and Agile principles
  • Strong technical skills and ability to converse with technology and business teams
  • Ability to develop and promote a controls environment for oversight
  • Recognize opportunities to increase integration with Trading and other areas of the suite, with an eye toward standardization and best practices
  • Broad industry knowledge and a nuanced grasp of the competitive landscape; able to apply this understanding to future-state visioning of internal platforms

Have we piqued your curiosity? Can you see yourself thriving in this opportunity? Let’s introduce ourselves.

About Advisor360°

We’re not your typical FinTech company. Advisor360° was born out of tens of thousands of pieces of feedback received during the past 20 years from the industry’s highest-producing financial advisors. Our software is second-to-none in creating operational efficiencies, unifying all the systems advisors need to run their businesses.

Advisor360° launched in April 2019 as a new stand-alone technology company from our sister company, Commonwealth Financial Network®, the largest privately held Registered Investment Adviser–independent broker/dealer in the United States. With more than 2,000 independent advisors, Commonwealth is Advisor360°’s first customer; MassMutual is its second, bringing an additional 9,000 advisors onto the platform.

Come grow with us! Advisor360° is an exciting new venture, combining the nimble and innovative qualities of a start-up with the stability of a mature company.  We have a track record of the highest satisfaction ratings by financial advisors in industry-leading publications, as well as a reputation for high workplace quality: For the last 12 years, as part of the Commonwealth team, we have been voted one of the 100 best technology companies to work at by Computerworld. We are currently located in Waltham, Massachusetts, but will be moving into our new headquarters in Weston, Massachusetts (133 Boston Post Road), in fall 2019.

Benefits include a robust bonus plan, PTO, VTO (Volunteer Time Off), free access to vacation homes around the world, 50% 401(k) match, stock options, referral bonuses, 80% of HMO premium for individuals and families, life-insurance coverage, short-term and long-term disability coverage, education assistance, North Station commuter rail shuttle service, flexible spending accounts, and employee-assistance programs, just to name a few.

Advisor360° is an equal opportunity employer that is committed to a diverse workforce.