Location: Onsite 18 months +
We're seeking a Strategy & Planning Consultant to partner with our Product Team in advancing critical Wealth & Investment Management (WIM) priorities for 2025. This role will play a key part in driving strategy, roadmap execution, and product delivery—most notably around the Holdings API and the migration from the TAXL platform to MAXIT.
You'll help shape and guide the flow of information and transactions across the WIM ecosystem, ensuring integration, efficiency, and alignment with business goals.
Key Responsibilities:
Support the development and execution of a 6-quarter strategic roadmap aligned with business priorities and OKRs
Lead product strategy efforts related to the Holdings API and vended platform transitions
Create clear, impactful user stories and product documentation to support agile delivery teams
Collaborate with product managers, engineers, and business stakeholders to optimize API functionality and data flows
Guide the adoption and implementation of Open API Specifications and work within OpenShift environments
Drive delivery milestones and cross-functional alignment throughout the platform transition from TAXL to MAXIT
Qualifications:
Strong background in product management, strategic planning, or consulting within tech or financial services
Experience delivering APIs and supporting complex integration projects across platforms
Skilled in translating strategy into clear execution plans, roadmaps, and user stories
Familiarity with Open API standards, OpenShift, and enterprise product delivery frameworks
Proven ability to drive cross-functional collaboration and communicate with technical and non-technical audiences
This is a high-impact role at the intersection of product innovation, strategic transformation, and technical delivery. If you're a proactive planner and systems thinker who thrives in fast-moving, collaborative environments, we’d love to connect.
EEO/AA Employer/Vet/Disabled.
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For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
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