Senior Product Manager – Advisor Experience

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

📋 Description

• Define and lead the vision, strategy, and roadmap for a key segment of the financial advisor experience.

• Comprehend advisor workflows along with the supporting systems, data, and processes.

• Spot opportunities for simplification, consolidation, automation, and enhancements in productivity.

• Frame intricate product prospects and sway investment choices.

• Own and refine a multi-faceted product roadmap.

• Collaborate with engineering and architecture leaders regarding capabilities, constraints, dependencies, and trade-offs.

• Drive product discovery utilizing advisor insights, behavioral and operational data, market research, and technical knowledge.

• Influence senior leaders and cross-functional collaborators.

• Spearhead initiatives that encompass product, engineering, operations, business, risk, compliance, and legal aspects.

• Manage dependencies, risks, and trade-offs across products and teams.

• Establish success metrics and assess advisor outcomes, adoption rates, productivity, operational efficiency, and product performance.

• Challenge conventional processes, technology trends, and assumptions.

• Elevate product management standards and enhance product practices organization-wide.

⛳️ Requirements

• Bachelor's degree or equivalent experience.

• 3–5 years of experience in product management or a related field.

• Proven ownership of intricate technology products, platforms, or capabilities.

• Exceptional judgment in product prioritization and investment decision-making.

• Strong technical knowledge of system interactions, data flows, integrations, APIs, dependencies, architecture considerations, and technical trade-offs.

• Experience in establishing product vision and strategy, translating those strategies into actionable roadmaps and measurable outcomes.

• Proven track record of leading complex, cross-functional initiatives involving various teams, systems, stakeholders, and dependencies.

• Strong analytical and problem-solving capabilities.

• Ability to navigate independently in ambiguous situations and facilitate decision-making.

• Exceptional skills in stakeholder management and influence.

• Excellent written and verbal communication as well as storytelling abilities.

• Experience functioning effectively in highly regulated or operationally intricate environments.

• Capability to mentor others and enhance product practices.

• Applicants must be authorized to work for any employer in the U.S.; no employment visa sponsorship or takeover of sponsorship, including CPT/OPT.

• For remote roles, reliable high-speed wired internet and a suitable home workspace are required.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

• 401(k) plan with generous company matching contributions up to 6%.

• Financial advisory services.

• Potential company discretionary retirement contributions.

• Broad investment options.

• Tuition reimbursement up to $5,250 per year.

• Business-casual work environment with the option to wear jeans.

• Generous paid time off upon hire.

• Ten paid company holidays and three floating holidays each calendar year.

• Paid volunteer time — 16 hours each calendar year.

• Paid parental leave.

• Paid short- and long-term disability.

• Family and Medical Leave (FMLA).

• Business Resource Groups available to all employees.

• Bonus program opportunity for non-sales roles.

• Reliable high-speed internet and necessary computer equipment provided for remote and hybrid positions.