2 дня назад
Product Manager - Advisor Experience (Fintech)
96 100 - 135 700$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Product Manager - Advisor Experience (Fintech): Defining and delivering tools and capabilities that simplify financial advisor workflows across retirement and personal wealth businesses with an accent on product strategy, workflow automation, data, and technical integration. Focus on translating complex advisor and business problems into scalable product priorities, aligning cross-functional teams, and measuring productivity, adoption, and operational outcomes.
Location: Remote - Nationwide, United States. Applicants must be authorized to work for any employer in the U.S.
Base salary: $96,100–$135,700 per year, with eligibility for a bonus program.
Company
provides retirement, personal wealth, and financial advisory services focused on helping customers achieve financial freedom.
What you will do
- Shape product strategy and roadmap for internal financial advisor experiences across retirement and personal wealth businesses.
- Analyze advisor workflows, systems, data, and processes to identify opportunities for simplification, consolidation, automation, and productivity improvements.
- Translate complex user, business, and technology problems into clear product outcomes, requirements, priorities, and success measures.
- Partner with engineering, architecture, design, research, business, compliance, and legal teams through discovery and delivery.
- Use advisor research, behavioral and operational data, feedback, and market insights to make product decisions.
- Lead cross-functional initiatives, manage dependencies and tradeoffs, and drive adoption, operational efficiency, and product performance.
Requirements
- Bachelor's degree or equivalent experience.
- 1–3 years of product management experience leading meaningful products or capabilities.
- Strong product judgment, analytical and problem-solving skills, prioritization, and stakeholder management.
- Technical fluency covering system interactions, data flows, integrations, dependencies, and technical tradeoffs.
- Ability to translate complex user, business, and technology problems into product priorities and requirements.
- U.S. work authorization required; employment visa sponsorship, including CPT/OPT sponsorship, is not available.
Nice to have
- Experience building internal, enterprise, or workflow-oriented products.
- Experience with system consolidation, workflow automation, data integration, or modernization of complex technology ecosystems.
- Experience across the full product lifecycle, from discovery through delivery, adoption, measurement, and iteration.
- Experience in financial services, wealth management, retirement, or another regulated industry.
- Experience building products for financial advisors or other professional users with complex workflows.
Culture & Benefits
- Flexible remote work environment with support for work-life balance and internal mobility.
- Medical, dental, vision, and life insurance.
- 401(k) plan with company matching contributions of up to 6% and additional retirement benefits.
- Tuition reimbursement of up to $5,250 per year.
- Paid time off, company holidays, floating holidays, volunteer time, parental leave, disability coverage, and FMLA programs.
- Remote employees must provide reliable high-speed wired internet and a suitable home workspace; equipment is provided.
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