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.
Boston Private is an Equal Opportunity Employer