Product Manager - InvestCloud
Company: Buckingham
Location: Saint Louis
Posted on: May 27, 2023
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Job Description:
The Product Manager - InvestCloud is directly responsible for
the success of Buckingham's deployment and usage of the InvestCloud
platform. He / she is responsible for setting product vision and
roadmaps and driving execution to guide the InvestCloud product
through execution lifecycles. He / she has a deep understanding of
the value InvestCloud brings to Buckingham advisors and can speak
to how InvestCloud works, how it is adopted, upcoming changes, and
how InvestCloud helps Buckingham differentiate / be an industry
leader. The Product Manager - InvestCloud is data-driven as well as
customer-driven and can balance relationships with Business Owners,
vendors, internal engineering & development, Advisor Product
Support, and other business stakeholders (ex. sales, client
service, legal, etc.) Essential Duties and
ResponsibilitiesContributes to the strategy and vision of
InvestCloudOwns the InvestCloud product roadmap for Buckingham and
ensures the right set of priorities and trade-offs have been
madeUnderstands the changing competitor and advisor & client
landscapeMonitors advisor & client feedback to inform product
direction and evolutionServes as primary contact point between the
InvestCloud teams and teams within BuckinghamCollaborates with
advisor / client-facing teams to gather feedback (BSP and BSW) to
shape product specifications and identify opportunities for product
innovation and enhancements Oversee product changes and usageLead
collection of requirements for enhancements to the product to relay
to vendorExecutes projects and initiatives related to the
enhancement of InvestCloud for BuckinghamDrives change management
for any enhancement or change made to InvestCloud, including
writing change impact assessments, business readiness assessments,
communications, training, and stakeholder management.Leads training
and information sharing initiatives related to InvestCloud and its
featuresWorks closely with Business Owners and other internal
stakeholders to ensure integration of products are working
properlyMaintains and tracks a set of metrics and key performance
indicators (KPIs) to measure the value and success of Buckingham's
deployment & usage of InvestCloud.Basic QualificationsBachelor's
Degree5+ years of product management experienceBusiness analysis
skillsProject management skillsProven ability to deliver on
commitmentsAbility to define solution options and evaluate
technical feasibilityStrong collaboration skills with a
demonstrated ability of working well within a teamAbility to
influence outcomes across teamsBuckingham's Compensation and
BenefitsThis is a salaried position with an opportunity for an
annual bonus and long-term incentives as well as a competitive
benefits package and potential to purchase firm equity. Buckingham
pays up to 100% of an associate's medical and dental insurance
premiums, life, long-term disability and accidental death insurance
policies. We offer 12 weeks paid maternity, paternity and medical
leave, empowered Paid Time Off to take as many PTO days as needed,
profit sharing retirement plan, 401(k) plan, deductible
reimbursement, tuition reimbursement, matching gifts and more.Who
is Buckingham Wealth Partners?Founded in 1994, Buckingham Wealth
Partners is comprised of Buckingham Strategic Wealth and Buckingham
Strategic Partners. For investors, we offer Buckingham Strategic
Wealth, a Registered Investment Advisor (RIA) firm with a
nationwide presence that delivers wealth solutions through
comprehensive, values-based financial planning and an investment
approach built on evidence and facts. For advisors, we offer
Buckingham Strategic Partners, a comprehensive wealth management
platform that delivers practice support and management services
engineered to free up an advisor's workday so they can spend more
time helping clients achieve their dreams of financial
prosperity.Buckingham employs more than 500 associates in over 40
office locations nationwide.Buckingham Wealth Partners is an Equal
Opportunity Employer. We believe that diversity, equity and
inclusion among our associates is critical to our core 'Passion To
Do Right' and our collective success. All employment related
decisions are based on ability, performance, and organizational
needs without regard to age, citizenship, color, physical or mental
disability, marital status, national origin, race, religion, sex,
sexual orientation, gender identity, military or veteran's status,
genetic information or any class protected by applicable law or
ordinance.Buckingham's Awards & AccoladesTop Workplace in St.
Louis, St. Louis Post Dispatch, 2022, 2021, 2020, 2019, 2018, 2017,
2016Top RIA Firms, Barron's, 2021, 2020, 2019, 2018, 2017Top 25
RIA, Financial Advisor Magazine, 2021, 2020, 2019, 2018, 2017Top 50
Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019Top
Registered Investment Advisers, Financial Times, 2020, 2019Top 100
Wealth Managers, Forbes, 2015Top Grower in Missouri in 2022,
Citywire RIANo. 6 on RIA Channel's 2021 Top 100 Wealth Managers
List
Keywords: Buckingham, St. Louis , Product Manager - InvestCloud, Executive , Saint Louis, Missouri
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