AVP, Product Manager, Data & Technology

Heitman LLC; Chicago (IL); Hybrid; USD 100,000 - 155,000; Full time

Benefits offered by this job

Generous annual bonus plan

Competitive compensation package

Job summary

Heitman LLC is seeking a Product Manager in Chicago to drive product strategy and development for Investor Relations and Client Services. This role will navigate the digital transformation and work closely with various teams to implement initiatives effectively.

The ideal candidate will possess over 7 years of experience in finance technology and investor services, along with a focus on user experience best practices. The position supports a hybrid work environment, balancing in-office and remote work.

Qualifications

• 7+ years of related experience.
• Experience in investor onboarding automation including AML/KYC processes.
• Hands on finance technology experience in a corporate environment.

Responsibilities

• Implement the product vision and strategic development process.
• Perform market research and validation to identify new opportunities.
• Collaborate with engineering and project management teams.

Skills

7+ years of related experience

Investor onboarding automation

Digital subscriptions

Finance technology experience

Ability to synthesize qualitative and quantitative data

Strong understanding of product lifecycle development

Education

Bachelor’s Degree in computer science or related field

Master’s preferred

Tools

Sales and Marketing Enablement systems

DealCloud

HubSpot

Marketo

Job description

The Product Manager, Digital Transformation drives the product strategy, product roadmap development, and market delivery/operation of the product offering in Investor Relations, Sales, and Client Service and Marketing. The incumbent will work closely with business peers and Strategic Technology Solutions team members to effectively execute against digital initiatives including Partner Products, web/mobile channel, and Enterprise Technologies. The ideal candidate will be an experienced, dynamic, multidimensional digital professional who is strategic, technology savvy, and skilled in both product strategy and operational efficiencies. You will work closely with technical roles including data architects, SQL developers, business intelligence analysts, vendors and consultants.

Responsibilities

• Implement the product vision and strategic development process for assigned business segment to include product roadmap development and periodic review processes
• Perform market research, market validation, and whitespace analysis to identify new opportunities for existing and new features and functionality
• Foster close relationships with key market constituents to validate product strategy and roadmaps
• Deeply understand the business case for proposed products and initiatives in assigned business segment, including cost/benefit estimates, market trends, competitive and risk analysis, industry best practices, and product development timelines
• Plan, prioritize, and manage the product features and requirements from conceptual stages through product life cycles to optimize revenue and meet operational, financial, and corporate objectives in assigned business segment, demonstrating strong understanding of the business segment needs
• Collaborate with the engineering and project management teams to ensure consistent execution of product plans following established software development methodology and processes that result in product delivery on time and in budget
• Partner with business and technical teams to plan and prioritize system release and specific release content
• Engage business partners to develop and execute action plans to address gaps

Qualifications

• 7+ years of related experience
• Experience in investor onboarding automation including: AML/KYC processes and digital subscriptions
• Experience in investor services and marketing automation, including investor onboarding and portals
• Hands on finance technology experience in a corporate environment
• Broad experience synthesizing qualitative and quantitative data to drive decisions for building best in class digital products
• Relevant experience working with 3rd party vendors to deliver results
• Strong understanding of product lifecycle development
• Demonstrated knowledge of digital channels and platforms (e.g., web, mobile, client PC, partner products, social, video)
• Understanding of usability and user experience best practices
• Experience with Sales and Marketing Enablement systems like DealCloud , Juniper Square, HubSpot, Marketo, Atom Invest, etc. highly desirable
• Data Management, Data Access, Data warehousing, Business Intelligence and Analytics experience is preferred in the business domain
• Bachelor’s Degree in computer science or related field (or equivalent in experience), Master’s preferred

Job Location and Travel

• This position is based in our Chicago office.
• Our teams work in a hybrid environment and in-office days vary by team.

Salary & Benefits

The expected annual base salary range for this role is $1 0 000-$ 155 ,000 and will be further discussed during the interview process. This range represents what Heitman reasonably and in good faith believe s we would pay a qualified candidate for this role at the time of posting (based on a full-time equivalent schedule). Your actual base salary placement will depend on factors such as (but not limited to): your relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition , all of our team members are bonus eligible and participate in a generous annual bonus plan , with the percentage varying based on your role and level, ensuring that your contributions are recognized and rewarded.

In alignment with our P eople F irst core value , we offer rewarding careers that focus on both personal and professional growth. We are dedicated to helping you and your family thrive, both in the office and at home. To support this, we provide competitive compensation and a leading-edge, human-centric benefits package.

Additional Information

Candidates applying for roles requiring travel must hold a valid, non-expired driver’s license.

Equal Employment Opportunity

Heitman is an equal employment opportunity employer and complies with all applicable laws prohibiting discrimination based on race, color, creed, religion, sex, age, national origin or ancestry, physical, medical or mental disability or condition (including, without limitation, HIV and AIDS), developmental disability, handicap, denial of family and medical care leave, denial of pregnancy leave, domestic partner status, status as a victim of sexual or domestic violence (or familial relationship to such victim), veteran status, marital status, sexual orientation, arrest records, citizenship status, criminal history that has been expunged, unfavorable discharge from the military, or any other basis protected by federal, state or local laws.