Product Manager, Digital Assets (Digital Investment Products)

Wisdomtree
New York
Workplace: HybridFull timeUSD 250,000 - 300,000 annuallyFunction: Data Analytics & Business IntelligenceExperience: 15+ yearsEducation: bachelorsSkills: ["Leadership","Executive communication","Analytical thinking","Storytelling","Cross-functional influencing"]

Lead the Financial and Business Intelligence function within the Technology and Data organization, serving as the firm’s central intelligence capability. Own executive reporting and management information, build and govern a trusted enterprise data foundation (including ETL and reporting integrity), and turn analytics into recommendations that improve forecasting and strategic decisions across sales, marketing, product, client engagement, and finance. Manage a distributed team model and advance AI/automation across the intelligence lifecycle.

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Wisdomtree
Wisdomtree
1 month ago

Product Manager, Digital Assets (Digital Investment Products)

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Closed
Reposted: similar role first listed 1 month ago

Job Summary

Lead the Financial and Business Intelligence function within the Technology and Data organization, serving as the firm’s central intelligence capability. Own executive reporting and management information, build and govern a trusted enterprise data foundation (including ETL and reporting integrity), and turn analytics into recommendations that improve forecasting and strategic decisions across sales, marketing, product, client engagement, and finance. Manage a distributed team model and advance AI/automation across the intelligence lifecycle.
Location: New York
Workplace: Hybrid
Employment Type: Full time
Job Function: Data Analytics & Business Intelligence
Seniority: Sr. Director level

Key Responsibilities

  • •Set the vision and lead the Financial and Business Intelligence function, defining operating model, priorities, standards, and talent strategy.
  • •Own management information and executive insight, ensuring reporting, dashboards, and performance reviews are accurate, timely, and adopted across the organization.
  • •Build and govern a trusted enterprise data foundation for sales, marketing, research, and financial intelligence, including data quality, metric definitions, controls, governance, and ETL/reporting integrity.
  • •Generate proactive business intelligence by identifying trends, anomalies, risks, and growth opportunities, translating data into recommendations for commercial, product, and financial decision-making.
  • •Lead forecasting, scenario analysis, and performance diagnostics; align KPIs and embed consistent enterprise-wide views in partnership with senior Sales, Marketing, Research, Finance, and Technology/Data leaders.

Pay and Benefits

Salary: USD 250,000 - 300,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kPaid Leave

Key Requirements

  • •Bachelor’s degree in Finance, Economics, Business, Data Analytics, Computer Science, or Statistics (or related field).
  • •15+ years of experience in business intelligence, strategic analytics, financial planning, commercial or revenue intelligence (with meaningful leadership experience).
  • •Strong knowledge of asset management distribution, executive reporting, KPI design, forecasting, trend analysis, and data governance.
  • •Experience building trusted reporting environments and scalable management information practices adopted by business stakeholders.
  • •Proficiency in Salesforce (or comparable CRM), Power BI (or similar BI tools), SQL, Excel, and modern data/AI tooling across reporting layers, data models, ETL, and automation-enabled analytics.
Experience:15+ yearsAsset managementFinancial servicesWealth managementRevenue intelligenceBusiness intelligence
Education:Bachelor's
Skills:LeadershipExecutive communicationAnalytical thinkingStorytellingCross-functional influencing
Certifications:SalesforceMicrosoft Power BICFACAIA
Tech Stack:SalesforcePower BISQLExcelETLDatabricks AI AgentsMicrosoft AI FoundrySalesforce AgentforceAI automation

Company Brief

Wisdomtree
WisdomTree is a publicly traded asset manager and ETF issuer offering exchange-traded funds, investment strategies, and related services to institutional and retail clients worldwide, focusing on smart beta, income, and active ETFs.
Industry: Asset Management
Company Size: Large (251 to 1,000 employees)
Revenue: USD 250M to 500M
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: New York, United States
Founded: 2006
WebsiteLinkedIn