Product Manager

InvestCloud is a private-equity backed platform business supporting over $6 trillion of assets globally, with deep, long-standing relationships across the asset and wealth management ecosystem. Private markets are rapidly becoming a core part of wealth portfolios – but the industry infrastructure has not kept pace. Most wealth managers still rely on manual processes, fragmented data, and operational workarounds to deliver private market exposure. 

InvestCloud’s Private Markets Network (PMN) is designed to change that. PMN is a network-level execution and processing platform that enables private market investments to be delivered at managed-account scale, with the same operational discipline and integration model that wealth managers expect in public markets. 

This role sits at the intersection of strategy, product, and technology – bridging the gap between where PMN is going and what the team can actually build. Its core currency is turning ambiguous problems into something concrete that others can react to, fast. 

Purpose of the Role 

PMN moves fast and operates across complex, interconnected domains. Strategy, product, and technology each have their own language – and too often, things get lost in translation between them. This role exists to close that gap. 

The Product Manager takes fuzzy strategic questions and operational pain points and turns them into working prototypes that teams can learn from, react to, and build on. They are equally comfortable in a whiteboard session with leadership and a hands-on build session with engineers – and they know how to move quickly between the two. 

This is not a role for someone who prefers lengthy specs and staged delivery. It’s for someone who defaults to showing over telling, and who brings others along by putting something real in front of them.  

Why This Role Is Different  

This role offers: 

• A genuine mandate to bridge strategy, product, and technology – not sit in one of them. 
• The autonomy to prototype and test ideas quickly, without layers of sign-off. 
• Senior stakeholder visibility from day one – your work will be in front of people who make decisions. 
• The opportunity to shape how PMN builds and validates its product thinking for the long term. 

You won’t be handed a backlog. You’ll help figure out what should be on it.  

What You’ll Actually Be Doing 

This role cuts across boundaries and moves fast. On any given week, you might be: 

• Sitting with PMN Ops or Product to get to the bottom of a real problem – and leaving with a clear plan for what to build next. 
• Building a working prototype to test an idea before anyone has written a spec. 
• Mapping an operational workflow end-to-end and finding the right places to compress, simplify, or automate. 
• Running a demo with senior stakeholders and extracting the signal from their reaction. 
• Turning a messy strategic question into a concrete experiment with a clear pass/fail. 
• Helping engineering understand not just what to build, but why – and what success looks like. 
• Telling the team clearly and early when something isn’t working – and redirecting to what will. 
• Keeping strategy, product, and engineering aligned without creating process overhead. 

Key Responsibilities 

Discovery & Problem Definition 

• Run structured discovery with PMN Ops, Product, and Engineering; turn vague pain points and strategic ambitions into well-defined problem statements with clear success criteria. 
• Build and use personas to keep work focused on who we’re solving for and why. 
• Map operational workflows end-to-end and identify where to compress, simplify, or automate. 
• Make confident calls on what not to pursue – and articulate why. 

Prototyping & Experimentation 

• Build functional prototypes quickly – good enough to learn from, not necessarily to ship. 
• Lean heavily on AI, no-code, and low-code tooling to compress idea-to-test time. 
• Design each prototype around a specific learning question, and know when it has done its job. 

Alignment, Demos & Handoff 

• Run compelling demos as an alignment tool – to surface disagreement, sharpen requirements, and build conviction. 
• Act as connective tissue between PMN’s strategy, product, and engineering, pushing back constructively when strategy outpaces reality. 
• Define what “validated and ready to build” looks like – outcomes, acceptance criteria, data, integration points – and stay close through early build to preserve intent. 

Skills & Experience 

Strong product instincts: able to frame ambiguous problems into clear outcomes, make confident prioritisation decisions, and define what good looks like. 

Hands-on prototyping ability: comfortable building working demos and proof-of-concept tools independently – not just writing specs for others. 

Hands-on with AI: actively excited about figuring out how to automate things with the latest AI techniques. This is core to how the role gets work done, not a tooling footnote. Equal comfort with no-code and low-code tools, and a habit of picking up new ones quickly. 

Persona profiling: comfortable building and using personas to frame problems and keep discovery focused on who we’re solving for and why. 

Workflow and process optimisation: experience mapping operational workflows end-to-end and finding the right places to compress, simplify, or automate. 

Technical fluency: enough engineering depth to work credibly alongside developers, understand trade-offs, and prototype against real systems and data – without needing to own production code. 

Discovery and user research: skilled at extracting genuine insight from stakeholder conversations; able to distinguish between what people say and what they actually need. 

Demo and communication skills: able to run structured, compelling demos and translate technical concepts clearly for senior, non-technical audiences. 

Comfortable with ambiguity: able to operate without a defined playbook, bring structure to loosely-defined problems, and make progress under uncertainty. 

Domain experience (beneficial, not required): some exposure to financial services, fintech, private markets, wealth platforms, or other regulated / data-sensitive environments is useful context, but we’ll happily bring the right person up to speed on the domain. 

Personal Attributes 

• Shows rather than tells – defaults to a working prototype over a slide deck. 
• Moves fluidly between strategic thinking and hands-on building; neither feels like a step down. 
• Energised by iteration; not precious about ideas that aren’t working. 
• High conviction, low ego – changes their mind when the evidence points that way. 
• Keeps moving when things are ambiguous; brings clarity rather than waiting for it. 
• Earns trust quickly across different audiences – from ops teams to the executive level. 
• Technically curious: willing to get technical when needed and to learn what they don’t yet know. 

About InvestCloud  

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com.  

Our Values  

•  Client Connected 
•  Human Centered  
•  Technology Forward 
•  Respect + Integrity  
•  Excellence 

UK Compensation & Benefits  

•  Competitive base salary
•  Discretionary bonus
•  Excellent pension, private medical, life assurance 
•  Hybrid working model 
•  28 days holiday plus bank holidays 

*Location is flexible across London or the US for the right person, with a strong preference for overlap and collaboration. The actual salary will vary based on the applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location.

For US roles, salary range is 100,000 - 175,000. US Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off.

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