Product Manager Technical Consultant - Asset Wealth Management

Published date Posted on Indeed on Jun 17, 2022 (12 d ago)
A career in our Financial Services Enabling Technologies practice, within Industry and Functional Apps services, will provide you with the opportunity to build secure and new digital experiences for customers, employees, and suppliers. We focus on improving apps or developing new apps for traditional and mobile devices as well as conducting usability testing to find ways to improve our clients’ user experience. As part of our team, you’ll help clients harness technology systems in financial services focusing on areas such as insurance, sales performance management, retirement and pension, asset management, and banking & capital markets.


To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

  • Develop new skills outside of comfort zone.
  • Act to resolve issues which prevent the team working effectively.
  • Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
  • Analyse complex ideas or proposals and build a range of meaningful recommendations.
  • Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
  • Address sub-standard work or work that does not meet firm's/client's expectations.
  • Use data and insights to inform conclusions and support decision-making.
  • Develop a point of view on key global trends, and how they impact clients.
  • Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
  • Simplify complex messages, highlighting and summarising key points.
  • Uphold the firm's code of ethics and business conduct.


Basic Qualifications
:

Minimum Degree Required:
Bachelor Degree

Minimum Years of Experience:
5 year(s)

Preferred Qualifications:

Preferred Knowledge/Skills:

Demonstrates extensive abilities and/or a proven record of success in working with business stakeholders in understanding their business needs including:

  • An understanding of front, middle and back office processes, within asset and wealth management; preferably a wealth manager / RIA firm (e.g., life of a trade, life of an account);
  • Order management, order management systems;
  • Portfolio Accounting;
  • Performance Measurement/Reporting;
  • Client Reporting/Statements; and,
  • Familiarity with Charles River and SS&C, and/or comparable firms such as SEI, Broadridge, Envestnet, Tamarac, Orion, Linedata / Longview.

Demonstrates extensive knowledge and understanding of platform implementation experience in the following areas:

  • Business Requirements Analysis/Business Process Redesign;
  • Systems Analysis/Functional Specification Documentation/Wireframe Creation;
  • Data Management (source-to-target mappings, data modeling, data blending, ETL, etc.);
  • Configuration Experience - UI, Reports, etc.;
  • Testing - QA/UAT; and,
  • Project Management.

Demonstrates extensive abilities and/or a proven record of success as a team leader including:

  • Creating a positive environment by monitoring workloads of the team while meeting client expectations and respecting the work-life quality of the team members;
  • Providing candid and meaningful feedback in a timely manner;
  • Keeping leadership informed of progress and issues; and,
  • Answering questions and providing direction to less-experienced staff.

Demonstrates extensive abilities and success working collaboratively and independently to address client needs by:

  • Facilitating workshop/meeting including remote facilitation;
  • Managing workstream(s) or small team engagements;
  • Participating in client discussions and meetings actively;
  • Communicating a broad range of offered consulting services;
  • Preparing concise, accurate documents, including utilizing PC applications including Microsoft Word, Excel, PowerPoint and Project to write and deliver proposals to prospective clients; and,
  • Maintaining project economics while maintaining flexibility for unanticipated issues.

Demonstrates extensive abilities and/or a proven record of success in the following:

  • Possessing experience with Jira and Confluence; and,
  • Demonstrating agile software development experience.

At PwC, our work model includes three ways of working: virtual, in-person, and flex (a hybrid of in-person and virtual). Visit the following link to learn more: https://pwc.to/ways-we-work.

PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.

All qualified applicants will receive consideration for employment at PwC without regard to race; creed; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or citizenship status; or any other status protected by law. PwC is proud to be an affirmative action and equal opportunity employer.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

For positions in Colorado, visit the following link for information related to Colorado's Equal Pay for Equal Work Act: https://pwc.to/coloradoadvisorymanager.

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