Senior Product Manager - Advisor Experience
Core
Lead the strategy and evolution of tools and capabilities enabling financial advisors to serve clients and achieve financial goals.
Role type
Senior Product Manager (Advisor Experience)
Builds
Internal financial advisor experience tools for retirement and personal wealth businesses
Domain
Financial services / Wealth management / Retirement
Deliverable
product features
Required skills
Product strategy, Technical fluency, Cross-functional leadership, Product discovery, Stakeholder influence, Data analysis, Workflow simplification, Platform modernization
Preferred skills
Enterprise product experience, System consolidation, Financial services domain knowledge, Advisor workflow expertise, Technology transformation
Technologies
APIs, Integrations, Data flows, System architecture
Responsibilities
Define product vision and roadmap for advisor experience, Identify opportunities to simplify advisor workflows and improve productivity, Partner with engineering to shape product strategy based on technical constraints, Lead product discovery using advisor insights and operational data, Influence senior leaders and cross-functional partners, Manage cross-product dependencies and risks, Establish measures of success to evaluate investments
Seniority
Senior, hands-on IC
