Working at 55ip means standing at the intersection of finance and technology—and at the cutting-edge of wealth management. We’ve been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our global team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation to over 160 financial advisor firms with $46 billion in assets (and counting).

Job summary: 

As the 55ip Product Owner - Vice President on the 55ip Global Product team will work with cross-functional teams of developers/engineers, quantitative researchers, and product designers to analyze requirements, investigate stakeholder needs, propose solutions and build products. You will focus on understanding key competitive/market forces, internal and external client requirements, examining needs in alignment with the broader firmwide product strategy and vision, and executing on the roadmap to deliver cutting-edge products in the marketplace. You will focus on our client-facing products – tools and systems to direct support RIA firms in their daily delivery of value to their customers.

Job responsibilities:

Set product strategy and metrics for your products in alignment with strategic priorities of the broader organization; proactively align and communicate to ensure company goals are achievedDrive product development with a team of world-class engineers and designersEnsure cross functional collaboration with key stakeholders and internal partners on product design, requirements, and deliveryIntegrate usability studies, research, and market analysis into product requirements to enhance user satisfactionApply and analyze metrics to drive strategy, judge success, and report to product leadershipUnderstand 55ip’s strategic and competitive position and deliver products that are recognized best in the industryShare your expertise internally and externally in the form of presentations and content development

Required qualifications, skills & capabilities:

8-10 years of experience in Product Management5-8 years’ experience working on consumer-facing or client-facing products, heavy on complex UX/UI needs5-8 years of experience working collaboratively with engineering, design, and user research teamsExperience building Fintech and Wealth products or platformsSkill configuring, analyzing, and reporting on metrics from Google Analytics Subject matter expertise in Custodial integration and financial advisory platforms

Preferred qualifications, skills & capabilities:

Experience in an Agile framework SDLCBA/BS in Finance, Economics, or related field; CFA preferred