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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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