Product Manager - Family Office Reporting SaaS

Job Description

We've partnered with an established Private Wealth platform serving family offices and sophisticated investment organisations globally. As a result of a meaningful upgrade to their data and reporting infrastructure, they seek an experienced product Manager with deep investment reporting expertise to strengthen a core area of the platform.

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In order to be successful in this role, applicants must bring genuine investment reporting expertise, sound product judgment, and the confidence to challenge existing assumptions about reporting frameworks in a data‑intensive environment.

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This is not a generalist PM role. The mandate is clear: bring subject‑matter credibility in investment reporting and translate it into robust, scalable product capability.

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Product Manager - Family Office Platform

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Chicago, IL

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The Position

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The appointed Product Manager will:

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• Own and evolve investment reporting capabilities within a complex WealthTech platform
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• Review existing reporting outputs and identify gaps against client and market expectations
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• Define clear reporting requirements to guide data warehouse and schema design
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• Work closely with data architecture, data engineering, and engineering teams
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• Translate investment and reporting needs into structured, actionable product requirements
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• Engage directly with clients as required to gather feedback and validate requirements
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• Act as a domain authority, reducing reliance on second‑hand interpretation of client needs
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This is a hybrid product role combining internally focused delivery with selective client exposure.

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The Applicant:

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Successful profiles will be expected to demonstrate:

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• 5+ years’ experience in product roles , with significant exposure to investment reporting
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• Background within WealthTech, family office technology, or investment services
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• Strong product fundamentals including requirements definition and cross‑functional delivery
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• Domain credibility with investment‑oriented, financially sophisticated users
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• Comfort operating in data‑heavy environments alongside engineering and analytics teams
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• Strong communication skills and an ability to simplify complex reporting concepts
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• Exposure to modern data platforms or data warehouses (e.g. Databricks, Snowflake, or similar ) is beneficial but not required
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Depth and relevance of experience will be weighted more heavily than time served.

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The Company:

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Our client is a mature WealthTech provider supporting family offices and complex investment organisations with data aggregation and reporting capabilities.

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The platform is undergoing a significant modernisation, including the build‑out of a new data warehouse using modern technologies such as Databricks , alongside investment in data architecture and engineering.

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With renewed autonomy, senior oversight, and meaningful investment, the business is entering a decisive phase of product evolution. This appointment is a key hire within a disciplined, well‑run product function.

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• Genuine ownership over a critical product domain
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• High‑impact role during a platform transformation
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• Close partnership with senior product and data leadership
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• A market that values accuracy, credibility, and domain expertise over noise
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