Product Manager - Advisor Experience
Core
Define and deliver tools and capabilities to enable financial advisors to serve clients effectively, focusing on simplifying advisor workflows and improving productivity within retirement and personal wealth businesses.
Role type
Product Manager (Internal Advisor Experience)
Builds
Internal tools and platforms for financial advisors
Domain
Financial Services / Wealth Management / Retirement
Deliverable
product features
Required skills
Product strategy, roadmap ownership, workflow analysis, stakeholder management, cross-functional leadership, data-driven decision making, technical fluency, prioritization
Preferred skills
Enterprise product experience, system consolidation, workflow automation, highly regulated industry experience, building for professional users
Technologies
N/A
Responsibilities
Shape product strategy for advisor experience, own and evolve the product roadmap, simplify complex advisor workflows, partner with engineering on technical constraints, use data to inform strategy, lead cross-functional teams through delivery, define and track success metrics
Seniority
Mid-level, hands-on IC
