Technical Product Manager
Core
Leads strategy, roadmap, and adoption of collaboration and AI-enabled technology products to support advisor and employee productivity.
Role type
Senior Technical Product Manager (Collaboration & AI)
Builds
Microsoft collaboration platforms, productivity solutions, and AI-enabled tools for advisors and employees
Domain
Financial Services / Enterprise Technology
Deliverable
product features
Required skills
Product strategy & roadmap ownership, backlog management, stakeholder partnership, emerging technology evaluation, product lifecycle management, data-driven prioritization, Agile/Scrum methodologies, cross-functional influence
Preferred skills
Microsoft 365/Copilot/Teams expertise, product adoption & change management, vendor/SaaS product experience, financial services domain knowledge, AI governance & risk understanding
Technologies
Microsoft 365, Copilot, Teams, SaaS platforms
Responsibilities
Define and maintain product vision, roadmap, and success measures; lead intake, analysis, and delivery of enhancements; partner with engineering and vendors to ensure scalable solutions; monitor product health metrics and adoption; communicate performance and recommendations to leadership
Seniority
Senior, hands-on IC