Director, Product Management

About This Role

Lead product vision, strategy, and execution for the Opportunity Engine, a system designed to help financial advisors identify and act on growth opportunities with existing clients.

Responsibilities

• Own the Opportunity Engine roadmap from discovery through delivery
• Define requirements for growth action types from Share of Wallet to referral
• Make decisions on scope, sequencing, and tradeoffs with clarity and speed
• Partner daily with engineering, design, data, and business stakeholders
• Run agile ceremonies and ensure your pod has what they need to deliver
• Coordinate across Technology, Business Intelligence, Sales, and Field Enablement teams
• Manage relationships with external partners
• Integrate AI capabilities into advisor workflows to drive growth
• Use data and machine learning to drive recommendations
• Define success metrics and track progress toward client excellence and net revenue retention goals
• Partner with BI to build dashboards that show pipeline health by advisor, market, and division

Requirements

• 7+ years in product management
• Track record of shipping products that integrate with existing systems and workflows
• Experience working in or leading cross-functional pods (engineering, design, data)
• Experience managing multiple products at the same time
• Strong ability to translate complex business processes into clear product requirements
• Comfort with AI concepts and how to apply them to user-facing products
• Data fluency to define metrics, interpret dashboards, and make decisions from data
• Excellent communication across technical and non-technical audiences

Qualifications

• 7+ years in product management, ideally in financial services, wealth management, or B2B SaaS

Nice to Have

• Experience in financial services
• Experience in wealth management
• Experience in B2B SaaS

Skills

* Required skills

Benefits