Lateral

Asset & Wealth Management - Client Service Platforms - Head of Product - Dallas - Vice President

Join Lateral as VP, Head of Product in Dallas. Lead Client Service Platforms, leveraging ServiceNow skills. 12+ years in financial services required. Benefits include diversity initiatives and professional growth opportunities.

Department - JobBoardly X Webflow Template
Consulting
Job Level - JobBoardly X Webflow Template
Expert/Leadership
ServiceNow Role Type:
ServiceNow Modules:
Department - JobBoardly X Webflow Template
Governance, Risk, and Compliance
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Incident Management
ServiceNow Certifications (nice to have):

Job description

Date - JobBoardly X Webflow Template
Posted on:
 
April 14, 2025

As the Head of Product for Client Service Platforms, you will shape the experiences for our clients and integral components of the Asset Management technology ecosystem.

Requirements

  • 12+ years of Product Management experience within financial services, specifically shaping client experiences and servicing platforms
  • Understanding of asset management including retail and institutional SMAs, Alternatives and pooled vehicles
  • Excellent written and verbal communication skills, including experience working directly with both technical and non-technical stakeholders
  • Experience with ServiceNow is helpful
  • Experience with all stages of the development lifecycle: inception, analysis, design, review, testing, and deployment leveraging agile development methodologies
  • Proficiency in collaborating with technical teams, understanding software architecture, and translating technical concepts to non-technical stakeholders.
  • Experience engaging with stakeholders to design the customer experience, develop and communicate the product roadmap and define and prioritize requirements
  • Demonstrated success in leading and mentoring cross-functional teams, managing complex projects, and delivering software solutions on schedule and within budget.
  • Be a strategic thinker, able to lead project working groups, possessing strong facilitation and data gathering skills, and able to provide creative & innovative solutions

Benefits

  • We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Requirements Summary

12+ years of experience in product management within financial services, understanding of asset management, and excellent communication skills