We are seeking an experienced Strategic Financial Product Manager to lead the planning, marketing, and customer engagement activities for our product. The ideal candidate will manage the product through its lifecycle, gather and prioritize product and customer requirements, and define the product vision. Collaborating closely with engineering teams, this role aims to deliver products that meet both market needs and company goals. The Product Manager will also work with sales, marketing, and support teams to drive revenue and ensure customer satisfaction, aligning product and marketing efforts with the company’s strategic objectives.


  • Define and communicate the product strategy, vision, and roadmap, engaging with development and architectural leads for roadmap development.
  • Conduct regular customer engagements to clarify product direction and strategy.
  • Partner with the application development lead/manager to prioritize the backlog and devise solutions to customer challenges.
  • Become an expert on the competition and communicate the company’s competitive position.
  • Develop core product positioning, messaging, and marketing strategies.
  • Conduct product demos for customers and prospects.
  • Equip sales and training teams with product knowledge for effective client interactions.
  • Lead press and analyst briefings, contributing to a comprehensive go-to-market strategy.
  • Evangelize the product internally and externally, representing the company at various industry events.
  • Manage vendor relationships and collaborate with other Product Managers for a cohesive platform strategy.


  • 4–8 years of experience in financial services software, either as a supplier or user.
  • A well-rounded understanding of financial advisors’ and their clients’ needs.
  • Proven track record of creating and delivering exceptional customer experiences.
  • Strong technical aptitude to contribute to discussions with engineering teams.
  • Excellent analytical, conceptual thinking, and problem-solving skills.
  • Direct experience working with customers/clients.
  • Exceptional verbal and written communication skills for effective collaboration across all organizational levels.
  • High level of attention to detail and strong organizational skills.
  • Proven ability to manage projects and deliver results within timelines.
  • Understanding of Scrum concepts and Agile principles.
  • Confidence in presenting new solutions to colleagues and management.


This role offers the opportunity to significantly impact our product’s direction and success in the financial services sector. As a Strategic Financial Product Manager, you will lead initiatives that enhance user experience, meet market demands, and contribute to our company’s strategic goals. If you are passionate about product management, have a keen understanding of the financial services industry, and excel in a collaborative environment, we invite you to apply and join our team.


At Curate Partners, we are not just a staffing agency; we are a bridge to innovation in the digital and data transformation landscape. Our mission is to match dynamic organizations with the ‘Purple Squirrels’ of the talent world—those rare, innovative drivers with unique skills that catalyze change and propel transformation journeys. With a focus on specialized talent, we empower companies and individuals alike to achieve groundbreaking success in their respective fields. Join us, and become part of a purpose-driven team committed to making a measurable impact while advancing your career alongside the most sought-after professionals in the industry.


Curate Partners and their clients are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion. We embrace the unique contributions that each ‘Purple Squirrel’ brings to our team, regardless of their age, gender, race, ethnicity, national origin, disability status, sexual orientation, or religious belief. We believe that our strength lies in our diversity and in our unified pursuit of innovation, excellence, and transformative success. We are dedicated to providing an environment where all employees and consultants feel valued, included, and empowered to bring their authentic selves to work every day. Join us in our commitment to creating a diverse, inclusive, and innovative workspace where every ‘Purple Squirrel’ can thrive.


  • Q: What does a Strategical Financial Product Manager do?
    • A: A Strategical Financial Product Manager is responsible for developing and managing financial products, including strategic planning, market analysis, and product lifecycle management. They collaborate with cross-functional teams to drive product strategy and ensure alignment with business goals.
  • Q: What qualifications are required for a Strategical Financial Product Manager?
    • A: Qualifications typically include a strong background in finance, experience in product management, strategic thinking skills, market analysis expertise, and the ability to drive product strategy for growth. Additionally, knowledge of financial services and investment products is highly desirable.

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