Product Manager, Workflow Solutions - Financial Advisor Services
Core
Own the vision, strategy, and roadmap for Appian-based workflow applications (AIRM and SRT) to streamline financial advisor services and reduce manual work.
Role type
Product Manager (Workflow Solutions)
Builds
Appian-based workflow applications (Advisor & Intermediary Request Management, Service Request Tool)
Domain
Financial Services / Workflow Automation
Deliverable
production ML models
Required skills
Product strategy and roadmap development, Workflow/BPM application ownership, System integration (APIs), Product analytics and metrics definition, Stakeholder management, AI capability evaluation
Preferred skills
Appian low-code platform experience, AI/automation in production, Jira/Confluence/Agile
Technologies
Appian, AI/ML, APIs
Responsibilities
Define product vision and roadmap, Lead product discovery with stakeholders, Prioritize opportunities based on value and feasibility, Partner with engineering for delivery, Define and monitor product metrics, Evaluate and deliver AI capabilities