Product Management Lead (Asset Managers) - Fund Accounting

Aumni

Aumni

Accounting & Finance, Product
Boston, MA, USA
Posted on Jul 4, 2024

Job Description

As an Executive Director in the Traditional Fund Services Product Management team, you will be responsible for supporting Fund Accounting clients and business development opportunities. You will execute product strategy and roadmap, maintain an active presence within the industry, liaise with key clients and internal stakeholders, and support new business opportunities. Your role will also involve overseeing the profitability of the Fund Services business, maintaining oversight of key vendor relationships, and serving as an escalation point for issues. This role provides an opportunity to work across business stakeholders, including Operations, Technology, Sales, and Service to design and implement an accounting roadmap.

Job Responsibilities:

  • 15+ years’ experience supporting Fund Accounting product offering
  • Execute product strategy and roadmap, including support of new product offerings and technology development
  • Maintain active presence within industry by attending conferences, panels, etc…
  • Directly liaise with key clients and internal stakeholders to ensure best in class service delivery
  • Work across business stakeholders, including Operations, Technology, Sales, and Service to design and implement accounting roadmap
  • Support new business opportunities by partnering with Sales on marketing material and presenting Fund Accounting capabilities
  • Review client change requests and align to strategic priorities
  • Develop/oversee reporting to assess profitability of the Fund Services business, including oversight of operational and expenses
  • Maintain oversight of key vendor relationships and engage with fintech to support new developments
  • Serve as escalation point for issues and the conduit for Product Management related requests
  • Ensure that activities are appropriately reflected in the risk and controls self-assessment and business control forums

Preferred Qualifications, Capabilities, and Skills:

  • Have a minimum of 15 years of investment services or relevant experience
  • Bachelor’s degree required; CPA
  • Have knowledge of the securities industry and applicable regulatory and operational requirements on both custodial and fund accounting
  • Have proven ability to multi-task and think critically.
  • Has Strong communication skills both oral and written; excellent interpersonal skills
  • Be team player with ability to be respected as a trusted partner with the Business, Operations, Finance and Legal Teams.