Senior Product Manager, Advisor Analytics & Insights
Core
Lead the discovery and delivery of innovative digital products for dashboards, performance insights, portfolio analytics, and practice intelligence tools to empower financial advisors.
Role type
Senior Product Manager, Digital Solutions
Builds
Dashboards, performance insights, portfolio analytics, growth metrics, and practice intelligence tools for financial advisors and their teams.
Domain
Financial Services / Advisor Analytics & Insights
Deliverable
product features
Required skills
Product strategy and roadmap definition, rapid prototyping and experimentation, data analysis and metrics definition, cross-functional collaboration, customer research and usability testing, stakeholder communication and storytelling, Agile/Scrum methodologies
Preferred skills
Financial services industry experience (broker/dealers, RIAs), AI-assisted product discovery tools, portfolio analytics and CRM platform experience, technical fluency for engineering collaboration, customer research and usability testing
Technologies
AI-assisted tools, no/low-code platforms, CRM systems, portfolio management platforms
Responsibilities
Own product discovery and strategy, lead early-stage discovery through rapid experimentation, translate complex problems into testable concepts, partner with design and engineering to scale solutions, lead end-to-end product lifecycle, act as the voice of the customer, define success metrics and analyze performance, manage trade-offs across scope and cost, communicate progress to senior leadership, stay current on industry trends and emerging technologies
Seniority
Senior, hands-on IC