Job Title: Product Manager, Advisor Insights

Department: Data & Analytics

Summary

Our client is seeking a strategic and customer-focused Product Manager to lead the strategy, development, and execution of their customer-facing analytics solution, Advisor Insights. This role will evolve Advisor Insights from a Beta tool into a fully scaled, high-impact product. The Product Manager will oversee a Product Owner, lead a dedicated scrum team, and collaborate across the organization to enhance the tool, expand its capabilities, and align with the broader vision of delivering actionable insights and AI-driven solutions.

Essential Duties and Responsibilities

• Define and manage an outcomes-based roadmap, developing business cases that drive user value and product ROI.
• Set, monitor, and report on product KPIs to drive adoption, retention, and user sentiment.
• Incorporate advanced analytics, insights, and AI capabilities to support data-driven decision-making.
• Collaborate with Technology, Operations, Marketing, Sales, and Finance teams to streamline processes.
• Gather customer feedback to prioritize features and improvements that maximize value for financial advisors.
• Manage a Product Owner and provide clear guidance to the scrum team for successful Agile development.
• Work closely with engineering, design, data science, and business teams to deliver impactful features.
• Serve as the primary advocate for Advisor Insights, communicating its value and vision internally and externally.

Knowledge, Skills, and Abilities

• Passion for building customer-focused products with a positive, energetic attitude.
• Proven experience leading product vision, strategy, and execution in an Agile environment.
• Strong understanding of financial advisory businesses, wealth management, and data-driven decision-making.
• Experience with data platforms, actionable insights, and integrating advanced analytics or AI into product roadmaps.
• Customer-centric mindset with the ability to translate needs into product solutions.
• Excellent communication and storytelling skills, engaging technical and non-technical stakeholders.
• Experience managing and mentoring product teams, fostering collaboration, and driving accountability.
• Ability to balance strategic thinking with hands-on execution in a fast-paced environment.
• Commitment to continuous learning, staying at the forefront of product and technology trends.
• Strong analytical and problem-solving skills focused on delivering measurable outcomes.
• Ability to map and optimize user journeys, ensuring seamless and intuitive experiences.

Supervisory Responsibilities

• Manages a Product Owner.

Education and Experience

Must Have:

• Bachelor’s degree in Business, Analytics, or a related field.
• Minimum of 5 years of experience in product development and leadership roles pertaining to finance/advisors/wealth management.

Nice to Have:

• Master's degree in Business, Analytics, or a related field.
• Experience with Agile/Scrum methodologies.
• Financial Services/Wealth Management industry experience.