Product Manager
YCharts is an investment research and proposal generating software that enables smarter investment decisions and better client engagement. YCharts serves a client base of financial advisors, asset managers and sophisticated personal investors, offering comprehensive data, powerful visualization tools, and advanced analytics capabilities.
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Job Description
The Company
Building and executing a great investment strategy shouldn’t require a PhD or a million-dollar budget—it should be simple. As a leader in fintech and wealth-tech, YCharts empowers financial advisors, asset managers, and wealth managers with best-in-class investment research tools, data visualization, and sales enablement software.
Our cloud-based SaaS platform helps users make smarter investment decisions and communicate more effectively with clients. With an 8-time Inc. 5000 Fastest Growing Company honor, we’re a thriving growth-stage company serving top firms like John Hancock, TD Ameritrade, Fidelity, and Charles Schwab.
The Position
We are seeking a driven, curious, and well-rounded Product Manager - Datasets to join our Product Management team at YCharts. YCharts is a product-centric Saas company that is a market leader in investment research and data analytics. We provide financial advisors with the tools and datasets to make smarter investment decisions and communicate their insights. To continue to be a leader in the industry that provides only the best solutions, we need a talented individual to help us continue to build on our value proposition.
The role would include performing various product management-related tasks, including owning key product roadmap projects delivery (specifically related to datasets and backend improvements), providing important product specifications and working closely with the engineering team on making key decisions, working with marketing and sales teams on creating a successful go-to-market strategy on key roadmap initiatives, and more. This role is also cross-functional in nature, allowing having an impact and working with all teams at YCharts.
What You'll Be Doing
- Product roadmap data projects organization, ownership, and execution.
- Creation of key project management documentation, including project engineering specifications, and design specifications.
- Lead weekly project meetings to ensure project features are delivered on time and key decisions are coordinated with all stakeholders involved.
- Present in company-wide product management updates on key projects that are released to the production environment.
- Coordination with product marketing on a go-to-market strategy on all roadmap projects.
- Research and organize market research on key investment asset classes that benefit wealth management firms for product roadmap ideation and planning.
- Product KPI tracking & reporting.
- Client/Prospect interviews & feedback data organization.
- Product support for internal teams.
- Competitor analysis & reporting.
- QA testing for major product roadmap projects.
- Participate in product and company-wide in-person weeks.
Qualifications and Skills
- Bachelor’s or higher degree in business, finance, economics, or related field.
- 3-5 years of product management experience.
- Industry experience in Wealth Management Technology or Market Data is highly preferred.
- Understanding of data feeds, including API, FTP, etc.
- Familiarity with Asana and Figma preferred.
Benefits & Perks:
- 100% employer-paid health, dental, and vision insurance.
- 401(k) match to support your financial future.
- Flexible time off, vacation days, sick days, and a celebration day.
- Paid parental leave to support work-life balance.
- Professional development stipend to help you grow in your career.
- Hybrid work schedule with flexibility to work both in-office and remotely.
- Summer hours so you can enjoy more sunshine.
In-Office Perks:
- Weekly lunch credits to fuel your day.
- Premium beverages and snacks to keep you energized.
- Regular team events and activities to foster a fun and engaging culture.
Why Join YCharts?
At YCharts, we are committed to pay equity and transparency in all locations, including compliance with local pay disclosure requirements: the base salary range for this role is $95,000-$145,000 USD, and the Total Cash Compensation range is $95,000-$159,500 USD inclusive of bonuses. The starting salary will be determined based on skills and experience.
We’re more than a fintech company—we’re a team that values innovation, collaboration, and people-first leadership. Our award-winning culture speaks for itself:
- Inc. 5000 "Fastest Growing Companies"
- Crain’s "Best Places to Work in Chicago"
- Inc.’s "Best Places to Work"
- Built in Chicago’s “Best Places to Work”
- American Banker's "Best Fintechs to Work For"
At YCharts, your ideas matter, your growth is supported, and your impact is real!
YCharts is an equal-opportunity employer. We celebrate diversity and are committed to fostering an inclusive environment for all employees.
