Vice President of Product, Advisor Experience
Core
Define the end-to-end advisor experience roadmap, manage the joint partnership with Avantos for the Aspen platform, and lead a cross-functional team to reduce advisor friction and increase productivity.
Role type
VP of Product (Advisor Experience)
Builds
Advisor experience roadmap, joint roadmap with Avantos, AI-enabled workflows, and internal differentiation features for the Aspen platform.
Domain
Financial Services / RIA / Advisor Workflow Platforms
Required skills
Product management, strategic vendor partnership management, data-driven decision making, AI product governance, roadmap prioritization, cross-functional leadership, stakeholder management, team coaching, product vision definition.
Preferred skills
Experience with Salesforce, Orion, or Avantos-style platforms, RIA or custodian industry experience.
Technologies
Aspen, Salesforce, Orion, Avantos, Box.
Responsibilities
Define the 'great day' vision for advisors and build the corresponding roadmap; Serve as the internal owner for the Avantos partnership and run joint roadmaps; Build internal roadmaps for AI workflows and advisor performance views; Establish metrics and measurement plans for advisor NPS and productivity; Lead a cross-functional team of PMs, designers, engineers, and data professionals; Partner with business units to prioritize high-impact initiatives.
Seniority
Executive (VP), hands-on IC with team leadership
