Sr. Product Manager - Advisor Experience
Core
Lead the product strategy and feature development for Registered Investment Advisors (RIAs) to empower wealth managers in acquiring, retaining, and advising end-clients across web and mobile platforms.
Role type
Senior Product Manager (Financial Services/Fintech)
Builds
Advisor-facing product features and AI-powered insights integrated with CRMs and Addepar data
Domain
Wealth management, Fintech, Registered Investment Advisors (RIA)
Deliverable
product features
Required skills
Product lifecycle management, AI/ML integration in workflows, RIA ecosystem knowledge, cross-functional partnership, qualitative/quantitative analytics, go-to-market strategy
Preferred skills
Front-office wealth advisor experience, mobile product design
Technologies
AI/ML, CRMs, Web platforms, Mobile platforms
Responsibilities
Define long-term product roadmaps for the Advisor experience, partner with AI and engineering to refine context-aware insights, translate business goals into user stories and acceptance criteria, monitor adoption metrics to refine workflows, articulate product value for go-to-market teams
Seniority
Senior, hands-on IC
