Summary
The Investment Product Manager & Team Lead will own and advance the product vision, strategy, roadmap, and execution for Accutech’s investment-focused solutions, including Moneytree financial planning software and the investment management capabilities that exist today within Accutech’s wealth management ecosystem. This role is not starting from a blank slate; it will inherit an active, strategically important product area focused on modernizing, evolving, and packaging investment capabilities more deliberately, with priorities for the next planning cycle already established.
The person in this role will lead product direction across a connected wealth management ecosystem that brings together financial planning, portfolio management, trading and rebalancing, performance reporting, analytics, onboarding, client portal experiences, integrations, and related investment workflows. The Team Lead will manage and mentor Product Manager direct reports while partnering closely with Product, Strategy, Design, Development, QA, DevOps, Sales, Marketing, Support, and client-facing teams to deliver commercially viable, market-relevant solutions.
Key External Interactions
This position will spend significant time with institutional Trust clients, prospects, advisory-oriented organizations, industry partners, custodians, CRM providers, and other third-party service providers to understand investment management workflows and translate market needs into product requirements. The role will gather feedback on Moneytree and the broader investment platform, validate priorities for active and future releases, and help Accutech strengthen institutional investment capabilities while thoughtfully positioning the product ecosystem for future expansion into adjacent advisor markets.
Key Internal Interactions
The Investment Product Manager & Team Lead will work closely with other Product Managers, Development, Quality Assurance, UX Research, Design System, Architecture, DevOps, Sales, Marketing, Support, Implementation, and Leadership. This role is expected to provide day-to-day leadership for assigned Product Managers, coordinate cross-product investment priorities, and ensure that Moneytree, Cheetah, Portal, FLOW, analytics, integrations, and other ecosystem capabilities align into a coherent advisor and investment management experience.
Responsibilities
- Lead the product strategy and roadmap for Accutech’s investment solutions, including Moneytree financial planning software and investment management capabilities.
- Advance an active, phased investment product initiative by clarifying scope, sequencing priorities, and driving delivery of committed capabilities and future roadmap items that build on existing investment capabilities.
- Manage, mentor, and develop assigned Product Managers, while setting clear expectations and supporting professional growth.
- Partner with Product leadership, Strategy, Sales, Marketing, and executive stakeholders to align investment product strategy with company goals, market opportunities, client needs, and revenue objectives.
- Own and communicate product roadmaps, release priorities, and business rationale for investment capabilities such as financial planning, portfolio modeling, trading and rebalancing, performance reporting, analytics, investment workflows, and integrations.
- Translate institutional Trust, advisor-oriented, and investment manager workflows into clear requirements, epics, features, acceptance criteria, and release plans.
- Continue the modernization and enhancement of Moneytree, preserving the strength of its financial planning engine while improving usability, advisor workflows, reporting, integrations, and client engagement capabilities.
- Collaborate with Architecture, Development, QA, DevOps, and Design System teams to deliver scalable, intuitive, and testable investment management capabilities.
- Evaluate market trends, competitive offerings, advisor technology expectations, third-party integrations, and regulatory or operational considerations that affect investment products.
- Support go-to-market planning, pricing conversations, client education, sales enablement, internal communication, and launch readiness for investment product releases.
- Act as the product champion for Accutech’s investment solutions, ensuring the platform delivers a clear, modern, commercially viable experience for Trust organizations, investment managers, advisors, and wealth management firms.
- Help shape investment capabilities into a more clearly packaged product offering by aligning scope, dependencies, product readiness, and cross-functional execution with internal planning commitments.
- Establish and report on product success measures, such as release readiness, adoption feedback, client workflow validation, roadmap confidence, and measurable improvement in priority investment and financial planning workflows.
Skills & Personality Traits
- Strong understanding of product management practices for complex fintech, wealth management, financial planning, or investment management software.
- Ability to synthesize qualitative client feedback, market research, quantitative data, and business priorities into clear product decisions.
- Ability to make practical ROI, prioritization, and tradeoff decisions across active releases and longer-term roadmap opportunities.
- Comfort leading through ambiguity while maintaining momentum on an in-flight, multi-phase strategic initiative.
- People leadership mindset with the ability to coach Product Managers, delegate effectively, provide feedback, and create accountability.
- Agile mindset with experience guiding product development efforts from discovery through release, adoption, and iteration.
- Ability to influence executives, stakeholders, technical teams, and client-facing teams with or without direct authority.
- Excellent communication skills with the ability to explain complex investment, planning, and technology concepts to technical and non-technical audiences.
- Highly collaborative, team-oriented, and able to convert ideas from clients, stakeholders, and team members into actionable product plans.
- Skillful and engaging presenter; comfortable facilitating client conversations, roadmap discussions, discovery sessions, and internal alignment meetings.
Education and Experience Requirements
- Bachelor’s degree in computer science, finance, business, economics, or a related discipline, or equivalent work experience in fintech, wealth management, investment management, or financial services technology.
- 8+ years of experience as a Product Manager, Senior Product Manager, Product Lead, Business Analyst, or similar technology role, ideally in fintech, wealth management, financial planning, Trust, banking, institutional investment management, or related financial services software.
- Experience managing or mentoring product managers, business analysts, or cross-functional product team members preferred.
- Demonstrated experience modernizing, enhancing, launching, or scaling complex SaaS products from roadmap through client adoption.
- Experience with financial planning software, portfolio management, trading and rebalancing, performance reporting, investment analytics, custodial integrations, CRM integrations, client portals, onboarding, or account aggregation strongly preferred.
- Familiarity with Trust, institutional investment, advisor, investment manager, or broader wealth management workflows preferred.
- Experience with Agile and iterative development methodologies, including backlog management, discovery, release planning, and cross-functional delivery.
- Experience with midmarket SaaS business models and commercially viable product planning preferred.
Benefits:
- 401(k)
- 401(k) 5% Match
- Dental insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Work Location: Hybrid remote in Muncie, IN 47305
