Careers

Product Manager – Wealth Tech

02/03/2022
Halo Investing
Published
02/02/2022
Location
Chicago, IL or Remote, United States of America
Category
Product  
Job Type

Description

About Us:

Named by Fast Company in its Top 10 Most Innovative FinTech Companies, Halo Investing is the first independent, multi-issuer platform for defined outcome investing. Halo Investing gives financial advisors, wealth managers and RIA’s access to structured notes, buffered ETFs, and annuities. By delivering the best pricing and execution to the clients it serves, Halo is changing the world of investing by democratizing the protective investment marketplace.

In October 2021, Halo announced that it raised over US$ 100 million in Series C funding. The latest fundraising round was led by Owl Capital and included the Mubadala-backed US $1 billion fund managed by Abu Dhabi Catalyst Partners, in addition to existing investors Allianz Life Ventures and William Blair.

Halo is based in Chicago, with offices in Zurich, Abu Dhabi, and Singapore. We’ve balanced tremendous growth with strong company culture to create a uniquely motivated, dynamic, and proactive team. Above all, we value collaboration, communication, and passion!

About the Role:

We are looking for a Product Manager/Owner to own pieces of our FinTech platform from conception to release. If you live and breathe the full SDLC, we want you. Do you want to own the services that will power a financial revolution? Do you have the ability to scale in the face of unstoppable growth? Then read on – you are exactly who we’re looking for. The ideal candidate has experience working on the full lifecycle of a SaaS development project and works well in a collaborative team environment.

Primary Responsibilities:

  • Collaborate with a team of product owners to define business cases and requirements.
  • Own the project of integration with a firm (Engaging product, operations and sales).
  • Interface with key stakeholders to identify features and initiatives, gather requirements and buy in, and translate them into technical specifications.
  • Work with engineers to usher requirements successfully through the development process and bring features to life.

 

Required Education and Experience:

  • 3+ years of professional experience in product management.
  • Experience with Wealth Management (WM) platforms and forms of integration.
  • Excellent knowledge of financial SaaS products.
  • Experience with product management tools, such as Jira, Miro, Github, Figma, etc.
  • Technical understanding of software development and object oriented programming.
  • Strong written and verbal communication, and presentation skills.
  • Strong ability to collaborate with various engineering teams and Stakeholders.
  • Proven experience developing products within the full SDLC.
  • Aptitude and attitude to operate within a startup environment.

 

Benefits:

  • Competitive Compensation
  • Comprehensive Medical and Dental
  • 401k Program
  • Unlimited PTO
  • Paid Parental Leave
  • Flexible Hybrid WFH Environment
  • Fun & Exciting work environment, including free snacks and onsite pop-a-shot
  • Flexible and highly collaborative work environment

Halo Values Diversity and Inclusion. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, national origin, disability status, protected veteran status, or any other characteristics protected by federal, state, or local laws, regulations, or ordinances. If you need assistance or accommodation due to disability or special need when applying for a role or during our recruitment process, please contact us at: hr@haloinvesting.com

 

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