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Product Manager - InvestCloud

Company: Buckingham
Location: Saint Louis
Posted on: May 27, 2023

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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