VP, Product Management
Core
Lead a product team delivering financial planning technology experiences to enable 30,000+ financial professionals to incorporate planning into their practices and serve client needs.
Role type
VP, Product Management (Financial Planning Technology)
Builds
Financial planning platforms, integrations, and advisor workflow tools
Domain
Wealth Management / Financial Planning Technology
Deliverable
production ML models | product features
Required skills
Product strategy and roadmap development, Agile/SAFe delivery, team leadership and coaching, financial planning domain expertise, cross-functional collaboration, go-to-market execution, vendor management, data analysis, user research
Preferred skills
Broker-dealer or wealth management firm experience, experience with eMoney/MoneyGuide/RightCapital, CFP® certification, MBA, SAFe certification
Technologies
eMoney, MoneyGuide, RightCapital, SAFe
Responsibilities
Define product strategy and roadmaps, lead product discovery and validation, manage product backlog and prioritization, partner with technology and design teams, lead go-to-market efforts, manage vendor relationships, establish product success measures
Seniority
VP, hands-on IC with team leadership