Product Manager, Data

Description The Company YCharts empowers wealth managers to make smarter investment decisions and communicate with confidence. Our SaaS platform combines powerful research, proposal generation, and client communication tools that transform complex financial data into clear visuals and actionable insights. For nearly a decade, YCharts has been recognized on the Inc. 5000 Fastest Growing Companies list — a testament to our sustained growth, strong culture, and industry-wide impact. Thousands of leading RIAs, asset managers, and broker-dealers use YCharts to turn data into decisions, insights into action, and client conversations into growth The Position This role is a Product Manager position on our data team, focused on defining, delivering, scaling and maintaining our data and portfolio calculations. The PM will focus on new data collection and acquisition as well as calculations related to that data. Key Responsibilities Manage data within the product and related documentation, validating data quality and document sources, calculation assumptions and methods. Assist in defining the data product roadmap. Develop product specifications/PRDs aligned with business goals and customer needs. Work iteratively with UI/UX to design intuitive experiences. Partner closely with Engineering to guide development and ensure alignment to requirements. Coordinate go-to-market with Marketing, Sales, CS, and Training teams. Track product adoption, usage patterns, customer feedback, and enhancement requests. Engage regularly with customers, prospects, and internal stakeholders to shape roadmap. Maintain strong awareness of industry trends, competitive landscape, and new technical capabilities. Qualifications & Experience Solid expertise in portfolio management and analysis, related workflows and the data and calculation methodologies required for portfolio analysis. Excellent analytical skills with a deep understanding of investment performance metrics and benchmarking. Strong communication and interpersonal skills, with the ability to explain complex concepts to diverse audiences. Experience working in a cross-functional team environment, with a strong focus on collaboration and results-driven outcomes. Strong product management fundamentals, including requirements definition, prioritization, iteration, stakeholder alignment, and roadmap planning. Bachelor’s or higher degree in business, finance, economics, or related field. 3+ years of product management experience in SaaS, preferably in Financial or WealthTech AND/OR experience within the financial data collection and calculation space. Understanding of data feeds, including API, FTP, etc. Familiarity with Asana preferred. Benefits & Perks 100% employer-paid health, dental, and vision insurance. 401(k) match to support your financial future. Opportunities for internal mobility and cross-functional collaboration. 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. A generous holiday schedule with company paid holidays that give you planned and meaningful rest throughout the year. Recognition programs to celebrate contributions and milestones. Modern, centrally located offices stocked with premium snacks, coffee, beverages and weekly lunch credits to fuel your day. Regular team events, celebrations, and company-wide gatherings that keep our culture connected and collaborative. Compensation At YCharts, we are committed to pay equity and transparency in all locations, including compliance with local pay disclosure requirements: the base salary range 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. Why Join YCharts YCharts is more than a fintech company—we’re a team driven by curiosity, collaboration, and people-first leadership. We believe innovation thrives in an environment where ideas are heard, growth is supported, and impact is measurable. Our award-winning culture reflects that commitment: Inc. 5000 Fastest Growing Companies (nearly a decade running) Crain’s Best Places to Work in Chicago Inc. Best Places to Work Built In Chicago Best Places to Work American Banker Best Fintechs to Work For At YCharts, you’ll do meaningful work, grow alongside a talented team, and see the results of your impact every day. YCharts is an equal opportunity employer. We celebrate diversity and are committed to fostering an inclusive, equitable environment for all employees. Be part of the team transforming how the wealth management industry makes and communicates investment decisions.