Senior Product Manager | Advisor Technology
Core
Deliver tools and applications supporting advisor and support staff day-to-day branch operations in financial services.
Role type
Senior Product Manager (Advisor Technology)
Builds
Tools and applications for branch operations
Domain
Financial services / Wealth management
Deliverable
product features
Required skills
Business requirements analysis, Business process modeling, Stakeholder management, Release management, User acceptance testing, Project planning
Preferred skills
Financial services domain expertise, AI application, Change management, Technical documentation, Test plan development
Technologies
None specified
Responsibilities
Map current business processes and recommend improvements; Define project scope and requirements via SME interviews; Develop release schedules and prioritize features; Serve as functional SME for cross-functional system modules; Partner with stakeholders to resolve business problems; Lead change initiatives and training; Develop test plans and scripts; Deliver presentations to stakeholders.
Seniority
Senior, hands-on IC
