Senior Digital Product Manager

Senior Digital Product Manager (individual contributor)

Works closely with stakeholders throughout the firm to elicit and evaluate their needs and help determine how best the team can deliver excellent solutions. Plays an integral role in working with internal team members across our entire product suite to help build and manage the opportunity backlog.

• Strategy – Setting ambitious and clear production vision for designing reusable utilities across multiple journeys.
• Execution – On all aspects of technology product development including definition, creation, development and implementation through a prioritized backlog of product features.
• Client Focus – Develop deep understanding of the target market, build close relationships with key stakeholders and define business strategy.
• Digital Lending Experiences – Collaborate with design, technology and business partners to build digital experiences that our clients are passionate about.

• Manage execution of the product roadmap; lead discovery and requirements definition to translate product vision into specific deliverables.
• Define and prioritize product features and enhancements based on client needs and business goals; ensure rigor in execution and attention to detail by effectively managing the product roadmap.
• Foster in-depth understanding of client needs, informed by user research, competitive analysis, and the internal/external product landscape, to help drive product-market fit.
• Partner with stakeholders to ensure product roadmap aligns with overall business strategy and firm objectives; develop presentations to regularly communicate product insights and metrics to leadership.
• Work closely with other product teams across the organization to ensure key dependencies are identified and managed.
• Develop actionable, data‑driven insights to deliver actionable recommendations.
• Frame challenges as problems that are solved through critical thinking and collaboration.
• Monitor key metrics to measure success of product initiatives and identify areas of improvement; clearly present results, insights and recommendations to leadership.
• Partner with client, field and service stakeholders to design representative and client experiences that use AI responsibly to personalize guidance, streamline servicing, and support wealth management journeys across digital and assisted channels.

Required Qualifications:

• Strong digital product management skills; 7–10+ years of digital product management experience.
• Extensive Agile experience developing requirements and testing securities‑based lending products.
• Demonstrated ability to synthesize qualitative and quantitative data, identify opportunities, and drive recommendations.
• Proficient with tools such as Jira, Confluence, VS Code, Git Hub, Visio, and similar product platforms.
• Exceptional written and verbal communication skills; ability to communicate complex messages and trade‑offs, tell a compelling story, and present to all levels of the organization.
• Effective relationship builder; ability to partner cross‑functionally and work effectively with various personality types at all levels of the organization.
• Demonstrated knowledge of client and representative experience design, AI‑enabled product capabilities and governance, and wealth management or advisory workflows, with the ability to translate these into intuitive, compliant digital experiences.

Preferred Qualifications:

• 5+ years of experience in Financial Services, Wealth Management, Banking, Fintech, or related industries.
• Extensive experience developing requirements and testing securities‑based lending products.
• High emotional intelligence; ability to manage uncertainty and lead people through challenging projects and processes.
• Self‑starter with outstanding organizational skills and ability to track multiple projects in parallel.
• Comfort in a dynamic and fast‑moving work environment, with a positive attitude and solid work ethic.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

• 401(k) with company match and Employee stock purchase plan.
• Paid time for vacation, volunteering, and 28‑day sabbatical after every 5 years of service for eligible positions.
• Paid parental leave and family building benefits.
• Tuition reimbursement.
• Health, dental, and vision insurance.