Product Manager - Advisor Experience
Location: Remote
Compensation: Salary
Reviewed: Tue, Sep 29, 2026
This job expires in: 30 days
Job Summary
To enhance the internal financial advisor experience, the full-time remote Product Manager - Advisor Experience will define and deliver tools and capabilities while collaborating with engineering and business teams to simplify workflows and improve productivity.
Key responsibilities
- Shape product strategy by identifying opportunities to improve the financial advisor experience
- Own and evolve the product roadmap, balancing immediate needs with long-term strategic goals
- Lead cross-functional teams through discovery and delivery, defining product requirements and managing dependencies
Required qualifications
- Bachelor's degree or equivalent experience
- 1 - 3 years of product management experience in a collaborative environment
- Strong product judgment and ability to prioritize user needs effectively
- Technical fluency with a solid understanding of system interactions and data flows
- Experience using data to inform product decisions and identify opportunities
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