Senior Product Manager, Technical

About Allvue We are Allvue Systems, the leading provider of software solutions for the Private Capital and Credit markets. Whether a client wants an end-to-end technology suite, or independently focused modules, Allvue helps eliminate the boundaries between systems, information, and people. We’re looking for ambitious, smart, and creative individuals to join our team and help our clients achieve their goals. Working at Allvue Systems means working with pioneers in the fintech industry. Our efforts are powered by innovative thinking and a desire to build adaptable financial software solutions that help our clients achieve even more. With our common goals of growth and innovation, whether you’re collaborating on a cutting-edge project or connecting over shared interests at an office happy hour, the passion is contagious. We want all of our team members to be open, accessible, curious and always learning. As a team, we take initiative, own outcomes, and have passion for what we do. With these pillars at the center of what we do, we strive for continuous improvement, excellent partnership and exceptional results. Come be a part of the team that’s revolutionizing the alternative investment industry. Define your own future with Allvue Systems!

Job Summary The Lead Product Manager translates complex client requirements, financial markets workflows, and technical integration needs into scalable product capabilities, using advanced technical, financial markets, and AI product knowledge to solve complex product challenges. . This role manages the end-to-end product delivery lifecycle, from technical discovery and requirements definition through development, testing, release, implementation, and adoption. A primary responsibility of this role is to work directly with clients to define technical needs and deliver those requirements through scalable product capabilities.

Working directly with clients and collaborating closely with Engineering, Data, Architecture, and other cross-functional teams, the Lead Product Manager applies advanced technical and financial markets knowledge to resolve complex product challenges, prioritize competing requirements, and deliver solutions aligned with established product strategy and business objectives. The role operates with substantial independence, evaluating technical trade-offs, delivery dependencies, and opportunities to turn client needs into reusable, scalable product capabilities

Responsibilities Product Discovery, Requirements and Solution Design

• Lead client-facing product discovery to understand complex technical requirements, investment workflows, integration needs, and business objectives, translating findings into clearly defined product capabilities and outcomes.
• Evaluate client-specific requests and determine appropriate product approaches, emphasizing configurability, reusability, scalability, and alignment with established product strategy.
• Define detailed product requirements, user stories, acceptance criteria, process workflows, and technical specifications that enable Engineering and Data teams to deliver effective solutions.
• Partner with Engineering, Data, and Architecture teams to assess technical feasibility, data flows, API integrations, platform dependencies, and implementation trade-offs.
• Apply advanced knowledge of financial markets, credit, fixed income, and data-driven workflows to resolve complex product challenges and recommend effective solutions.

Product Delivery, Prioritization and Execution

• Own the end-to-end delivery of assigned technical product capabilities, from discovery and solution definition through development, testing, release, implementation, and post-release evaluation.
• Manage and prioritize the assigned product backlog, balancing client commitments, business value, technical complexity, dependencies, scalability, and established roadmap priorities.
• Exercise independent judgment in determining product requirements, evaluating solution alternatives, and recommending trade-offs within agreed product objectives and delivery constraints.
• Collaborate with Engineering and technical delivery teams to establish acceptance criteria, resolve implementation issues, and support product readiness and release quality.
• Identify and manage product delivery risks, technical dependencies, and scope changes, escalating material decisions or conflicts requiring broader product or business approval.
• Use product metrics, client feedback, and operational data to evaluate solution effectiveness, identify improvement opportunities, and prioritize iterative enhancements.

Client Engagement and Cross-Functional Collaboration

• Serve as the primary product liaison for assigned client-driven initiatives, ensuring alignment between client requirements, technical implementation, and product objectives.
• Lead technical discovery sessions, product demonstrations, solution discussions, and implementation conversations with clients and internal stakeholders.
• Coordinate across Product, Engineering, Data, Architecture, Implementation, Customer Experience, and Sales to facilitate timely delivery and successful adoption of product capabilities.
• Communicate product scope, delivery progress, timelines, technical constraints, dependencies, and risks clearly to technical and nontechnical audiences, including senior stakeholders.
• Provide product and technical guidance on complex client requirements, using analysis and informed recommendations to resolve competing priorities and build stakeholder alignment.

Technical Product Quality, Data and Innovation

• Evaluate complex financial datasets, data-quality considerations, analytical requirements, and integration workflows to inform product design and delivery decisions.
• Collaborate with technical teams to assess software architecture, data pipelines, APIs, cloud infrastructure, and platform considerations affecting assigned product capabilities.
• Apply SQL and quantitative analysis to investigate product behavior, validate requirements, assess data quality, and support evidence-based product decisions.
• Identify opportunities to incorporate AI, machine learning, automation, and advanced analytics into product capabilities where these technologies can improve client workflows or decision-making.
• Support testing, production issue investigation, release validation, and continuous product improvement in partnership with Engineering and other technical teams.

Requirements

• Advanced technical product management skills across discovery, requirements definition, solution evaluation, prioritization, delivery, and continuous improvement.
• Strong understanding of financial markets and investment workflows, including credit, fixed income, trading, portfolio management, risk, analytics, or related financial products.
• Proven ability to translate complex client, business, and technical requirements into scalable product solutions and prioritized engineering deliverables.
• Demonstrated ability to independently manage complex initiatives, evaluate technical trade-offs, and align competing stakeholder priorities.
• Strong analytical, problem-solving, stakeholder-management, and communication skills.
• Ability to partner effectively with Engineering, Data, Architecture, and other technical teams in complex or regulated environments.

Technical & System Proficiency Required

• SQL and Data Analysis — Advanced
• Technical Product Management — Advanced
• Agile Methodologies, Jira, and Backlog Management — Advanced
• Financial Markets and Credit Products — Advanced
• APIs, Data Flows, and Technical Integrations — Intermediate to Advanced
• AI and Machine Learning Concepts — Intermediate to Advanced
• Experience with generative AI, machine learning, or AI-enabled product capabilities - Required

Preferred

• Python or Similar Programming Languages -intermediate to Advanced
• Azure, AWS, Snowflake, Kafka, or Postgres — Intermediate to Advanced
• ETL/data pipelines, CI/CD processes, and production software environments
• Product KPIs, adoption metrics, technical performance indicators, and business outcomes

AI Skills And Experience

• Demonstrated working knowledge of artificial intelligence (AI), machine learning (ML), and generative AI concepts, including their application to financial markets, data analytics, workflow automation, and decision-support products.
• Experience identifying and evaluating AI-enabled product opportunities based on client needs, business value, technical feasibility, data readiness, and product strategy.
• Experience partnering with Engineering, Data Science, and Architecture teams to define requirements and support the development and delivery of AI-enabled product capabilities.
• Ability to translate AI-related business and technical requirements into product specifications, user stories, acceptance criteria, and measurable success criteria.
• Understanding of AI-related data requirements, model outputs, performance considerations, integration dependencies, and limitations within complex financial and regulated environments.
• Familiarity with responsible AI principles, including data privacy, security, accuracy, explainability, governance, and appropriate human oversight.
• Demonstrated experience with AI-powered analytics, generative AI, machine learning applications, or intelligent workflow automation in a production environment.

Preferred

• Advanced degree in a relevant discipline.
• Experience with fixed income, credit markets, portfolio management, trading systems, pricing, or risk analytics.
• Experience developing or delivering AI, machine learning, generative AI, or advanced analytics capabilities within financial services or another regulated industry.
• Hands-on experience with Python, SQL, or similar technologies for data analysis, product validation, or solution prototyping.
• Experience with cloud-based platforms, modern data technologies, and complex enterprise integrations.

Education/Certifications

• Bachelor's degree in Finance, Engineering, Computer Science, Data Science, Business, or a related discipline.
• Minimum of 8 years of relevant professional experience across product management, financial technology, financial markets technology, data and analytics, engineering, or related technical disciplines.
• Demonstrated experience owning or leading technically complex product initiatives from requirements gathering and solution design through development, release, and production support.
• Experience working directly with clients, users, or business stakeholders to translate technical and business requirements into executable product solutions.
• Experience collaborating with Engineering, Data, Architecture, and other technical disciplines to deliver software or data-driven product capabilities.
• Experience delivering products in Agile environments, including backlog prioritization, sprint planning, testing, release management, and continuous iteration.
• Strong written and verbal English communication skills, including the ability to explain complex product and technical concepts to clients, engineers, business stakeholders, and senior executives.
• Ability to facilitate technical discussions, present solution recommendations, document product requirements, and communicate delivery risks and trade-offs effectively.
• Ability to adapt communication style to technical and nontechnical audiences and support alignment across internal and external stakeholders.

What We Offer

• Health Coverage options along with other voluntary benefits
• Enterprise Udemy membership with access to thousands of personal and professional development courses
• 401K with Company match up to 4% or Employee Pension plan
• Competitive pay and year-end bonus potential
• Flexible PTO
• Charitable Donation matching, along with Volunteer and Voting PTO
• Numerous team building activities to promote collaboration in a fun and fast-paced work environment

EEOC Statement Allvue Systems provides equal employment opportunities (EEO) for all employees and applicants for employment. We recognize the real value of bringing people together from diverse backgrounds, experiences and perspectives - we don’t just accept difference, we celebrate and support it. We are committed to advancing these efforts through our strategies to hire, promote, create and support a diverse and inclusive environment throughout our workforce and workplace. It is our policy to prohibit discrimination and harassment of any type without regard to race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. In addition, Allvue will provide reasonable accommodations for qualified individuals with disabilities.