Director, Product Management (Advisor Experience)
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Director, Product Management (Advisor Experience) based in the United States.
This role offers the opportunity to lead the product vision for solutions that improve how advisors serve clients and manage their practices.
You will own a strategic product area focused on enhancing client relationships, advisor efficiency, and operational excellence.
Working across engineering, design, data, and business teams, you will transform complex workflows into intuitive, scalable experiences.
The position combines hands-on product leadership with the opportunity to shape innovative AI-powered capabilities.
You will influence measurable business outcomes, including client satisfaction, advisor retention, and long-term growth.
This is a high-impact opportunity for a product leader who thrives in ambiguity, builds with purpose, and puts users at the center of every decision.
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Director, Product Management (Advisor Experience) based in the United States.
This role offers the opportunity to lead the product vision for solutions that improve how advisors serve clients and manage their practices.
You will own a strategic product area focused on enhancing client relationships, advisor efficiency, and operational excellence.
Working across engineering, design, data, and business teams, you will transform complex workflows into intuitive, scalable experiences.
The position combines hands-on product leadership with the opportunity to shape innovative AI-powered capabilities.
You will influence measurable business outcomes, including client satisfaction, advisor retention, and long-term growth.
This is a high-impact opportunity for a product leader who thrives in ambiguity, builds with purpose, and puts users at the center of every decision.
Accountabilities:
- Own the Advisor Experience product strategy, roadmap, discovery process, and delivery lifecycle, ensuring solutions directly support business goals and user needs.
- Define and prioritize product initiatives across client experience, advisor practice management, advisor transitions, and AI-enabled productivity tools.
- Build solutions that improve client feedback management, advisor capacity planning, meeting preparation, follow-up processes, and overall advisor effectiveness.
- Develop tools that strengthen client relationships by identifying risks, supporting advisor transitions, and improving retention outcomes.
- Lead the creation and adoption of AI-powered capabilities that help advisors save time, improve decision-making, and deliver more personalized client experiences.
- Translate complex business processes into clear product requirements, actionable priorities, and measurable outcomes.
- Partner closely with engineering, design, data, business intelligence, and external development teams to drive successful product delivery.
- Manage product tradeoffs, scope decisions, sequencing, and execution priorities with speed, clarity, and strong judgment.
- Use data, user feedback, and performance metrics to continuously improve products and maximize impact.
- Collaborate with business stakeholders to drive improvements in key outcomes such as client satisfaction, retention, and operational efficiency.
- 7+ years of product management experience, ideally within financial services, wealth management, B2B SaaS, or technology-driven business environments.
- Proven experience delivering products that integrate into existing systems, workflows, and complex operational processes.
- Strong track record leading cross-functional teams across engineering, design, analytics, and business functions.
- Experience managing multiple product initiatives simultaneously while maintaining focus on priorities and outcomes.
- Ability to translate complex business challenges into clear product strategies, requirements, and execution plans.
- Comfortable working with AI concepts and applying emerging technologies to create practical, user-focused solutions.
- Strong data fluency, including defining success metrics, analyzing dashboards, and using insights to guide product decisions.
- Excellent communication skills with the ability to influence technical and non-technical stakeholders.
- Action-oriented mindset with strong ownership, attention to quality, and the ability to make decisions in ambiguous environments.
- User-focused approach with a passion for understanding advisor and client challenges and building solutions around their needs.
- Competitive base salary range of $150,000–$175,000 USD, with eligibility for additional incentive compensation.
- Remote work flexibility with support for a dedicated and productive workspace.
- Comprehensive healthcare coverage, including medical, dental, and vision plans.
- Company-paid basic life insurance and short- and long-term disability coverage.
- Health Savings Account (HSA) contributions for eligible healthcare plans.
- Generous paid time off program and 14 company-paid holidays, including a full week off at Thanksgiving.
- Paid parental leave and family support benefits, including adoption assistance reimbursement.
- Retirement savings plan with traditional and Roth options, including company matching contributions.
- Employee Assistance Program and concierge services supporting personal and family needs.
- Access to personalized financial planning and guidance resources.
- Additional insurance options, including pet insurance and supplemental coverage.