Senior Product Manager – Digital Brokerage, Investing Experience

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

📋 Description

• Enhance the vision and roadmap for Empower’s digital brokerage experience, including Stock Plan Services, current brokerage functionalities, and the native Empower investing experience.

• Establish product strategy that integrates Empower Personal Dashboard, OptionTrax, Pershing’s NetX Investor, and emerging native brokerage features.

• Identify opportunities to reduce fragmentation across workplace equity, brokerage accounts, and customers’ overall financial lives.

• Design and develop next-generation brokerage capabilities based on customer expectations and best practices from digital investing platforms.

• Oversee end-to-end experiences for stock plan participants, encompassing equity awards, holdings, transactions, account experiences, and transitions into broader investing and wealth-building pathways.

• Convert brokerage, equity compensation, operational, regulatory, and technological requirements into straightforward customer experiences.

• Collaborate with engineering, design, research, operations, compliance, business teams, and external providers from discovery to launch and optimization.

• Retain ownership of the end customer experience while collaborating with brokerage, clearing, custody, stock plan, and technology providers.

• Perform qualitative research, usability testing, behavioral analysis, competitive research, and gather direct customer feedback.

• Define and monitor success metrics related to adoption, engagement, satisfaction, transaction behavior, asset retention and consolidation, and digital experience.

• Employ experimentation, analytics, rapid validation, and customer feedback to enhance the product.

• Manage the complete product lifecycle from problem definition and strategy through requirements, prioritization, delivery, launch, measurement, and iteration.

• Shape Empower’s long-term investing strategy by pinpointing new capabilities and experiences.

⛳️ Requirements

• Bachelor’s degree or equivalent experience.

• Over 7 years of product management experience, including substantial experience in building and leading intricate digital consumer financial products.

• Directly relevant experience in digital brokerage, Stock Plan Services, equity compensation, or investing products.

• Strong comprehension of customer journeys and the infrastructure that supports brokerage and equity compensation experiences.

• Experience in designing digital experiences for stock plan participants, with familiarity with equity awards and the employee equity compensation lifecycle.

• In-depth understanding of brokerage customer experiences, including account opening, funding, positions and balances, trading, transactions, statements, servicing, and portfolio experiences.

• Capability to simplify technically and operationally complex financial products into user-friendly customer experiences.

• Experience collaborating across internal platforms and with third-party providers.

• Proven ownership of the entire product lifecycle from customer discovery and product strategy through execution, launch, measurement, and optimization.

• Strong product judgment and a passion for exceptional consumer product design.

• Excellent analytical skills utilizing both quantitative and qualitative insights.

• Outstanding communication and storytelling abilities.

• Capacity to influence senior leaders and align cross-functional stakeholders.

• Strong customer orientation with the capability to resolve complex customer and business challenges.

• Applicants must be authorized to work for any employer in the U.S.; employment visa sponsorship is not available, including CPT/OPT.

• Preferred: 3+ years of directly relevant experience in Stock Plan Services, brokerage, or investing.

• Preferred: experience with equity compensation products, direct-to-consumer brokerage, third-party brokerage infrastructure, regulated financial services, fintech, and emerging investing trends.

• An MBA or other relevant advanced degree is advantageous.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

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

• Financial advisory services.

• Potential company discretionary contribution.

• Broad investment lineup.

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

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

• Generous paid time off upon hire.

• Paid time off program.

• Ten paid company holidays.

• Three floating holidays each calendar year.

• Paid volunteer time — 16 hours per calendar year.

• Paid parental leave.

• Paid short- and long-term disability.

• Family and Medical Leave (FMLA).

• Business Resource Groups (BRGs).

• Reliable high-speed internet with a wired connection and a suitable home workspace for remote work.

• Necessary computer equipment provided.