Sounds like you want to be a Product Manager - defining what a product does and managing the efforts to get it implemented. Titles might also be project manage

Sounds like you want to be a Product Manager - defining what a product does and managing the efforts to get it implemented. Titles might also be project manager but product is usually a key word that an organization is less concerned about typical PM's and more about product delivery vs. IT. Business Analyst might also be a path towards a product manager. Maybe look for something in the investment space since you have knowledge about that.