Investment Reporting Product Manager – WealthTech

Verrus; New York (NY); Hybrid; USD 150,000 - 190,000; Full time

Job summary

Verrus in New York seeks a Product Manager specialized in investment reporting to drive a core Family Office reporting capability within a WealthTech platform.

You will own reporting features, define requirements for data warehouse schemas, and collaborate with data architecture and engineering teams. You’ll engage with clients to validate needs and act as the domain authority for investment reporting.

Qualifications

• 5+ years in product roles with investment reporting
• Background in WealthTech, family office tech, or investment services
• Strong product fundamentals including requirements definition and cross-functional delivery
• Domain credibility with investment-oriented, financially sophisticated users
• Comfort operating in data-heavy environments alongside engineering and analytics teams
• Strong communication skills and an ability to simplify complex reporting concepts
• Exposure to modern data platforms or data warehouses (Databricks, Snowflake) is beneficial but not required

Responsibilities

• Own and evolve investment reporting capabilities within a complex WealthTech platform
• Review existing reporting outputs and identify gaps against client and market expectations
• Define clear reporting requirements to guide data warehouse and schema design
• Work closely with data architecture, data engineering, and engineering teams
• Translate investment and reporting needs into structured, actionable product requirements
• Engage directly with clients as required to gather feedback and validate requirements
• Act as a domain authority, reducing reliance on second-hand interpretation of client needs

Skills

Investment reporting

Cross-functional delivery

Client engagement

WealthTech domain

Data-driven decision making

Communication

Domain authority

Tools

Databricks

Snowflake

Job description

Verrus in New York seeks a Product Manager specialized in investment reporting to drive a core Family Office reporting capability within a WealthTech platform.

You will own reporting features, define requirements for data warehouse schemas, and collaborate with data architecture and engineering teams. You’ll engage with clients to validate needs and act as the domain authority for investment reporting.