VP, Product Management – W2 & Affiliate Models
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-07-20
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-20
Job specializations:
-
Business
Change Management, Business Analyst, AI Business & Operations
Job Description & How to Apply Below
- Own the centralized intake process and prioritization framework for all W2 and Affiliate advisor product requests
- Define and manage a consolidated backlog spanning onboarding, office enablement, infrastructure, third‑party tools, and platform enhancements
- Develop and maintain a transparent product roadmap with defined priorities, dependencies, and sequencing aligned to business outcomes
- Serve as Product Owner during PI planning and execution, aligning scope, objectives, and delivery commitments with Technology and EPMO
- Track delivery progress, manage risks and dependencies, and make scope trade‑off decisions based on capacity and business value
- Define product requirements for advisor onboarding, office deployments, infrastructure upgrades, and hardware enablement
- Establish and evolve standardized solutions (e.g., Network‑in‑a‑Box, Office‑in‑a‑Box) to improve scalability and supportability
- Ensure integration of onboarding and enablement solutions with identity, access, email, and downstream systems
- Own lifecycle management of third‑party tools, including evaluation, implementation, adoption tracking, and decommissioning
- Ensure third‑party solutions align with advisor workflows, compliance requirements, and enterprise architecture strategy
- Define launch readiness criteria and coordinate go‑to‑market activities with Communications, Training, and Service teams
- Establish feedback loops and monitor adoption metrics to drive continuous product improvement
- Serve as the primary product partner to Business and Field leadership
- Drive cross‑functional execution across Product, Technology, EPMO, Operations, Compliance, and Service
- Provide consistent reporting on roadmap progress, delivery performance, and product outcomes
- 8+ years of experience in product management, product ownership, or a related discipline
- 5+ years of experience managing end‑to‑end product delivery within a cross‑functional environment (Technology, Operations, Compliance)
- Experience owning and managing product backlogs, roadmaps, and prioritization frameworks in an Agile environment
- Experience serving as Product Owner in PI planning and delivery execution processes
- Bachelor’s degree in Business, Technology, or a related field
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