Digital Product Manager, Advisor Experience
Core
Define and execute digital product strategy for an advisor-facing platform to improve advisor workflows, reduce friction, and help advisors grow their business and improve client outcomes.
Role type
Senior Product Manager (Advisor Experience)
Builds
Advisor-facing digital platform and capabilities
Domain
Financial Services / Investment Advisory
Deliverable
product features
Required skills
Product strategy, roadmap planning, stakeholder influence, cross-functional leadership, outcome-based prioritization, advisor persona understanding, risk management, team coaching
Preferred skills
RIA/Broker Dealer marketplace knowledge, high-performing team environment experience, executive presence
Technologies
N/A
Responsibilities
Translate platform vision into strategies and roadmaps; lead prioritization and investment decisions; coach Product Managers; partner with business, engineering, and data teams; manage product risk and delivery health.
Seniority
Senior, hands-on IC with leadership responsibilities