Job Locations US-PA-Bala Cynwyd
Posted Date 3 months ago(12/21/2017 2:17 PM)
Product Manager
# of Openings


InvestEdge - Innovating wealth management, innovating the workplace.


InvestEdge is a leading provider of innovative advisor solutions to financial institution firms.   Our award winning  open architecture platform provides a full suite of tools that automates key front-office functions that include advisor dashboard, alerts, portfolio management, performance measurement, reporting, compliance monitoring, trade/rebalancing, data aggregation, client and investment (thru MMxChange a subsidiary of InvestEdge) portal solutions.


MMxChange is the first digital distribution portal servicing the wealth management industry.  MMxChange provides a digital marketplace that lets you design, build and control your own custom investment platform – at a fraction of the cost of other platforms. Its unbundled open architecture allows you to select the solutions you need, when you need them, so you can always meet your clients’ specific goals in a quickly changing market. This unprecedented flexibility enables you to scale your business at a lower cost.


At InvestEdge, our employees are our greatest edge!


Position Summary

InvestEdge is seeking a results-oriented individual to contribute to the product strategy. This person needs to be a self-starter taking ownership of a component of the product strategy. The person will be working as part of a team with assigned projects, deadlines, and deliverables.


  • Gain a thorough understanding of the InvestEdge products v. market competitors.  Stay abreast of changes over time.
  • Identify opportunities and risks, working with existing and prospective clients, industry analysis, and consultants.
  • Define product road map to be used as a guide for planning development and communicating new features in advance of the release.
  • Provide input into marketing of products
  • Demonstrate product to clients, prospective clients, InvestEdge staff, and consultants.
  • Work with Business Systems Analyst to ensure business functional requirements are congruent with product vision.
  • Work with Developers, Business Development and Management to do feasibility analysis and justify new projects objectively.
  • For smaller projects and enhancements, define high-level requirements to assess effort and feasibility.  Prioritize in the road map.
  • Define training material and conduct training. Provide input to training material.
  • Assess adoption of products and identify ways to improve “stickiness” to retain clients.
  • Assist with the requirements, identifying needs from different job roles.  Define scenarios that may be complex or a-typical


The position requires expertise in at least one area of the InvestEdge product groups: portfolio management/trading/compliance, performance and reporting, user interfaces/data unification

  • At least 5-10 years in the Wealth Management industry or specific area of expertise.
  • Product management discipline to identify opportunities, justify initiative and define requirements as part of a business plan.
  • Experience interfacing with business leaders such as a Chief Investment Officer, Head of Operations, Head of Trading, Chief information Officer
  • Experience with the workflows associated to the product with the ability to assess a scenario and relate it to another scenario
  • Ability to illustrate visually and describe complex concepts
  • Experience using InvestEdge and/or competitive solutions
  • Experience presenting and training software solutions in person and online
  • Able to manage multiple priorities. Some project management skills.
  • Conceptual understanding of relational databases and related terminology
  • Excellent organizational skills with the ability to handle multiple projects simultaneously.
  • Excellent written and oral communication skills with the ability to communicate with a variety of audiences (technical and non-technical)
  • Advanced skills with Microsoft Excel
  • Strong PowerPoint skills 

Preferred candidates will have the following qualifications:

  • Experience with JIRA for tracking assignments and status of projects
  • Relevant credentials, such as CFA, CIPM

We offer an unbeatable benefit package including flexible-work schedules, excellent potential for annual merit bonuses, medical and dental coverage, and vision-care, corporate fitness challenges, 401K with generous employer matching contributions and vesting periods. We encourage, join-in, and support our employees to participate in corporate sponsored and personal charitable and professional organizations, and we place a major emphasis on your work-life balance! And, much more!



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