Senior Director, Product Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Establish and take ownership of the product vision and multi-year roadmap for the Regis platform, balancing immediate priorities with long-term transformational objectives.

• Convert business strategies, client requirements, and advisor insights into a unified and prioritized product direction.

• Cultivate a profound, first-hand comprehension of workflows among advisors, clients, and operational teams through direct engagement.

• Combine diverse and occasionally conflicting inputs into clear problem statements and high-impact opportunities.

• Identify root causes of friction and design scalable, integrated workflows that enhance both client and advisor experiences.

• Provide structure to a changing environment, transitioning from reactive development to deliberate product design.

• Translate the business needs of Regis Ultra High Net Worth and Family Office into clear product specifications, user stories, and process flows.

• Lead product discovery and solution design to ensure that the correct problems are being addressed.

• Collaborate with engineering and architecture teams to design solutions that are scalable, maintainable, and aligned with long-term platform objectives.

• Ensure consistency and integration across a multi-system platform ecosystem.

• Take ownership of Regis platform adoption to drive the utilization of new process flows, assess advisor and client engagement with platform features, and provide hands-on enablement support to ensure proper usage.

• Define and manage a prioritized product roadmap, balancing business impact, user needs, technical limitations, and dependencies.

• Align roadmap decisions with strategic goals while operating within budget and resource limitations.

• Collaborate with internal technology teams and external partners to translate priorities into actionable execution plans.

• Stay actively involved throughout delivery to ensure outcomes align with product intentions and business objectives.

• Act as the central point of alignment among Product, Technology, Operations, Investments, Compliance, and external partners.

• Facilitate decision-making across competing priorities, trade-offs, and sequencing considerations.

• Influence stakeholders at all levels without direct authority and lead cross-functional initiatives.

• Oversee the evolution of a multi-system platform ecosystem, ensuring it remains integrated, scalable, and aligned with long-term needs.

⛳️ Requirements

• Over 10 years of experience in product management, platform strategy, or similar roles.

• Familiarity with UHNW or family office environments.

• Proven track record in leading complex, multi-system platform initiatives within cross-functional settings.

• Demonstrated capability to operate across both strategic planning and hands-on execution.

• Strong experience in product discovery, workflow design, and requirements specification.

• History of translating complex business needs into well-crafted product solutions.

• Exceptional communication and stakeholder management skills, with the ability to influence without direct authority.

• Strong analytical and problem-solving skills, comfortable operating in ambiguous situations.

• Bachelor’s degree is required.

🏝️ Benefits

• Company Paid Basic Life & AD&D Insurance.

• Company Paid Short-Term and Long-Term Disability Insurance.

• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance.

• Three Cigna medical plan options, including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

• Kaiser Medical plans available in California.

• Health Savings Account (HSA) with company contributions for those enrolled in either HDHP medical plan.

• Two comprehensive Dental Plans.

• Vision Insurance Plan.

• Dependent Care Savings Account for child and dependent care.

• 14 Company Paid Holidays, including a full week off at Thanksgiving.

• Generous paid time off program for vacation and sick days.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

• Maternity benefits utilizing company-paid STD, any supplemental STD, plus Parental Leave (8 weeks) to allow for recovery, baby bonding, and family time.

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services for you and your loved ones for various caring needs, including aging parents and young children.

• 401(k) Retirement Plan with both Traditional and Roth options, including per pay period matching and after-tax options.

• Pet Insurance.

• Personalized financial planning and guidance from Mercer Advisors professionals, available at preferred employee pricing.