Boston Private Bank & Trust Company

  • Advent Product Manager

    Job Locations US-MA-Boston
    Posted Date 5 days ago(8/12/2019 4:04 PM)
    Job ID
    # of Openings
  • Overview

    Boston Private is a leading provider of fully integrated wealth management, trust and private banking services. For more than 25 years, Boston Private has taken a highly personalized approach to serving the complex financial needs of individuals, families, business owners, private partnerships, nonprofits and community partners. Boston Private is also an active provider of financing for affordable housing, first-time homebuyers, economic development, social services, community revitalization and small businesses. 

    Headquartered in Boston, Boston Private has offices across the U.S. including Boston, San Francisco, San Jose, Los Angeles and South Florida. Private banking and trust services are provided through Boston Private Bank & Trust Company. Wealth management services are provided through Boston Private Wealth LLC, an SEC registered investment adviser and a wholly owned subsidiary of Boston Private Bank & Trust Company.



    The Advent Product Manager is responsible for managing all aspects of the Boston Private’s SS&C’s Advent Wealth products.   The position will work with Boston Private’s business areas, technical/development teams, and third party vendors to define, prioritize, and execute Boston Private’s Wealth IT product roadmap.  To be successful in this position, the candidate will need to possess a strong combination of Wealth Management and Trust subject matter expertise as well as a deep understanding of Advent Portfolio Exchange (APX) and Moxy.  Ideally, this candidate should have experience with SS&C’s Vision FI (formerly Varden) performance reporting, and Advent Revenue Center.  Knowledge of SEI Trust 3000 and SEI Wealth Platform is a plus.


    This position will report to the Head of IT Product Management, and be on a team of product managers and business system analysts.  There will be a small team of analyst(s) that will report to this position. 



    • Collaborates with key business areas to ensure that business requirements and client needs are incorporated into Boston Private’s Wealth technology stack.
    • Works with SS&C, other third party vendors, and Boston Private technical resources to ensure features/functionality are developed according to business requirements.
    • Understands all aspects of Boston Private’s APX and Moxy instances to ensure proper utilization of these products.
    • Understands SS&C’s product strategy and roadmap and keeps relevant Boston Private employees aware of enhancement potentials and new products.
    • Ensures that development work and upgrades to Boston Private’s Wealth IT products maximizes value and is aligned with overall business strategy.
    • Works with SS&C, other third party vendors, and key business stakeholders to ensure successful product roll-outs and releases.
    • Acts as an escalation point for Wealth employee requests related to Wealth and Trust IT Products.
    • Works with other Boston Private Product owners to ensure that upgrades to applications integrated with Wealth IT products don’t negatively affect the client and employee experience.
    • Defines Wealth IT product vision, road-map, and requirements backlog.
    • Understands all Wealth IT Product related contracts and helps Boston Private maximize contract value.
    • Attends and participates in industry conferences, workshops, and trainings.
    • Understands the end-to-end customer experience, integrations and dependencies.




    • Bachelor’s degree required, MBA or relevant Masters Degree preferred.
    • 8+ years of IT product management, IT systems experience required.
    • Experience with SS&C products including APX, Moxy, Vision FI, Revenue Center. Preferably the candidate should have experience/knowledge of SEI products such as Trust 3000 and Wealth Platform.
    • Wealth Management subject matter expertise is required. Banking knowledge is a plus.
    • Experience working in a shared service environment where business area colleagues are your clients.
    • Detail oriented, strong communicator. Needs to be able to think strategically and also get into the “weeds” on appropriate topics.
    • Experience working with Salesforce is a plus.


     Boston Private is an Equal Opportunity Employer




    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed