Product Manager/portfolio Management Services

1 day ago


Liverpool, United Kingdom eFinancial Careers Full time

**Overview**
**About BNY Mellon | Pershing**
For over 235 years, Bank of New York Mellon (BNY Mellon) has been at the centre of the global financial markets. BNY Mellon | Pershing is a global provider of execution, settlement and custody services to wealth management and institutional firms. As whollyowned subsidiary of BNY Mellon, Pershing EMEA delivers services regionally across three proposition pillars:

- Trading: agency brokerage and execution services
- Institutional / broker dealer middle and back office solutions
- Wealth & Adviser Solutions: trading, settlement, custody, and investors books and records services to wealth managers, family offices and financial advisers
**Summary Job Description**:
Nexus Wealth and Nexus Investor comprise a suite of 3rd party front office and investor tools (PMS, CRM, DMS, Investor Portal) deeply integrated with Pershing's trading, settlement and custody capabilities to deliver a feature rich and cost competitive outof the box front-to-back-office solution for wealth managers and advisers in the UK and EU27, delivered as part of our Wealth and Adviser Solutions.
Pershing is recruiting a Product Manager to lead the further commercialisation, adoption and development of our Nexus Wealth PMS solution.
Nexus Wealth PMS is powered by a close integration of Pershing's execution, settlement and custody capabilities with Objectway eXimius. The service enables managers to deliver portfolio management at scale - comprising portfolio analysis, modelling and rebalancing,investment compliance, performance measurement and benchmarking and client reporting.
- Provide accountable leadership of the Nexus Wealth PMS solution as product owner
- Communicate actionable insight on the UK / Irish wealth management industry and portfolio management process, with experience gained in a front office role, a support function or other relevant role
- Have experience working with one or more Portfolio Management Systems, ideally including Objectway eXimius
- Engage with clients, prospects, and internal stakeholders as product SME
- Consult with prospects and clients to support their successful adoption and use of Nexus Wealth PMS
- Lead the development of product support and marketing materials
- Articulate the product roadmap based on market opportunity, customer request and product strategy, champion its prioritisation, and act with urgency to support its successful delivery and implementation
- Coordinate effort of cross functional teams across technology, client services, operations and relationship management in support of product deliverables
- Manage the critical vendor relationship with Objectway Financial Software
- Ensure product development and management activities are completed in accordance with applicable policies, and that risks are identified and mitigated effectively
- Self-direct and effectively prioritise workload against organisational and personal goals
Employer Description:
For over 230 years, the people of BNY Mellon have been at the forefront of finance, expanding the financial markets while supporting investors throughout the investment lifecycle. BNY Mellon can act as a single point of contact for clients looking to create,trade, hold, manage, service, distribute or restructure investments and safeguards nearly one-fifth of the world's financial assets. BNY Mellon remains one of the safest, most trusted and admired companies. Every day our employees make their mark by helpingclients better manage and service their financial assets around the world. Whether providing financial services for institutions, corporations or individual investors, clients count on the people of BNY Mellon across time zones and in 35 countries and morethan 100 markets. It's the collective ambition, innovative thinking and exceptionally focused client service paired with a commitment to doing what is right that continues to set us apart. Make your mark: careers.



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