RobustWealth is a fast paced wealth management company that is changing the way investment advisors, banks, and enterprises are doing business. Our platform seamlessly integrates an array of previously modular features into one suite to optimize investing and wealth management practices. The technology suite includes: automated rebalancing, billing/remittance, document vaults, electronic account opening, institutional quality goals -&- risk based investment portfolios, and the open architecture use of investment options. Check out the positive press we've received in Financial Planning Magazine, Wealth Management Magazine, and the Philadelphia Inquirer to learn more!
Collect and synthesize product ideas and drive consensus on the prioritization of the ideas with the sales, trading, marketing, and engineering teams
Develop short-term and long-term roadmaps for your product area/vertical
Communicate the product strategy from your product area throughout the company
Create detailed product requirements that integrate customer research, customer feedback, and industry research, to build differentiated products and enhance customer satisfaction
Drive the prioritization and release of new product features for your vertical
Collaborate with the marketing team and others on drafting go-to-market plans to ensure successful distribution of your products
Develop product content guidelines (e.g. FAQs, product value statements) and partner with product marketing to craft the final product copy to be used in your products
Work with engineering to analyze data and conduct experiments (i.e. A/B tests) in order to optimize the product in pursuit of an improved client experience and business metrics
Monitor and understand the key metrics governing your product area, with an eye toward continuously improving them through ongoing product innovation
2-5 years’ experience in documenting product and business requirements
Strong analytical background with some prior experience in either finance, engineering, or software development
Exceptional communication skills
Experience and ability to build relationships within cross-functional teams
Experience using customer insights and other forms of qualitative feedback to inform product decisions
BS, MS, in Business or Information Technology, preferred
Knowledge of Atlassian or CA Agile Technologies Tools a plus
RobustWealth offers employees a selection of healthcare plans. We pay 85% of the cost of your RobustWealth health insurance. Dental & Vision coverage is free. You can read more on our healthcare plan here.
Unlimited vacation and sick days for employees
No dress code and free lunch brought into the Lambertville office from local restaurants
Free Tax Preparation for Form 1040
Regular Team Offsite Retreats/Events, e.g., ski trip, hiking, etc.