A core feature of the AtlasFive platform is the ability to generate world-class financial reports in a variety of styles and formats leveraging state-of-the-art report generation and data visualizations technologies. These reports are used to support well informed, data-driven decision making.
The role of the Director of Product Management, Reporting is to understand the reporting needs of the Family Office and work cross-functionally internally to deliver a suite of reporting solutions that delight our Family Office users and their Ultra High Net Worth clients by delivering the right level of information, in the right format and design, to facilitate effective information sharing that will support key financial decisions.
Primary Tasks/Responsibilities:
- Work cross-functionally to articulate the vision for AtlasFive reporting, then define and execute a tactical plan to bring that vision to life.
- Work closely with clients and prospective clients to develop an in-depth understanding of the reporting needs and preferences of Family Office staff and their Ultra High Net Worth clients.
- Develop and enhance an understanding of what’s possible through awareness and evaluation of best practices and state-of-the-art technologies for financial services reporting.
- Gather, analyze, and prioritize reporting requirements from internal and external sources.
- Work closely with the sales, implementation, and client support teams to deliver world-class reports that ensure client satisfaction.
- Work with engineering, design amp; testing teams to define requirements and execute on the AtlasFive Reporting vision
- Build a world-class team to support the Reporting needs of the AtlasFive client base.
Requirements
Preferred Knowledge / Experience:
- Experience with financial reporting from an Accounting and / or Investment perspective.
- Familiarity with Wealth Management industry and Family Office sector.
- Experience with data visualization and business intelligence tools such as Power BI, Tableau, Alteryx, QlikView, Qlik Sense, Qlik Nprinting.
- Expert working knowledge of Microsoft and Adobe products for document creation and presentation.
- 7 years of work experience, two years in a similar role
- Bachelors degree, or equivalent work experience
Education Levels/Credentials
- Bachelor's degree, or equivalent work experience
Skills and Abilities and Other Characteristics:
- Enthusiastic team player who enjoys both strategic and hands-on work
- Ability to handle sensitive information professionally
- Ability to analyze problems and develop creative solutions to complex issues
- Strong interpersonal, communication, and coaching skills and the ability to work effectively with all levels of employees