Lead Product Manager
Core
Lead Product Manager driving Financial Advisor Compensation strategy, roadmap, and delivery within a regulated Wealth & Investment Management environment.
Role type
Senior Lead Product Manager (Financial Services)
Builds
Financial Advisor Compensation capabilities, reporting tools, transparency features, and AI-enabled automation for wealth management advisors.
Domain
Financial Services / Wealth Management / Regulatory Compliance
Deliverable
product features
Required skills
Product strategy, roadmap planning, stakeholder influence, financial acumen, data analysis, risk management, regulatory compliance, agile delivery, AI/automation integration, backlog management, executive communication
Preferred skills
Financial advisor compensation knowledge, wealth management processes, complex regulated environment experience, mentoring, ambiguous environment navigation
Technologies
Jira, Confluence, Story Weaver, Octane
Responsibilities
Define and execute multi-year product strategy for advisor compensation; translate business needs into product outcomes and roadmaps; partner with HR, Finance, Risk, and Legal to align priorities; analyze market and data to inform investment decisions; integrate AI and automation to simplify processes; manage product backlogs and dependencies; ensure regulatory compliance and governance in product design; mentor team members; prepare executive updates on strategy and delivery.
Seniority
Senior, hands-on IC with leadership/mentoring responsibilities
