Product Manager, Advisory

Product Manager, Advisory – Cohen & Co

The Advisory Product Manager is a member of the Technology & Operations Services team and plays a key role in building, implementing, and integrating technology solutions that support Cohen & Co’s Advisory practice. This role partners closely with Advisory leadership, Technology & Operations Services, and cross‑functional teams across the Firm to ensure technology tools are effectively leveraged to improve delivery, efficiency, quality, and scalability.

Working within an agile framework, the Advisory Product Manager owns the full product lifecycle for Advisory technology solutions – whether built or bought – from needs analysis and roadmap development through implementation, adoption, and optimization. The position also serves as a strategic advisor to senior leaders and Partners, helping to align technology capabilities with firm and practice priorities.

• Serve as the business product owner for technology solutions supporting the Advisory practice.
• Own and maximize the return on investment (ROI) for Advisory technology tools.
• Define and maintain product vision and roadmap based on practice needs, market trends, and technology opportunities.
• Collaborate with business stakeholders, Service Line Business Analysts, development teams, and third‑party vendors to prioritise requirements and drive delivery.
• Write, refine, and prioritise user stories and acceptance criteria; support testing and issue resolution throughout the agile delivery process.
• Develop training materials, implementation plans, and ongoing support resources.

• Oversee Advisory technology solutions, including Advisory functionality within Cohen Works and standard delivery tools used across Advisory groups (e.g., Quick Books, Sage for Office of the CFO services).
• Monitor tool usage and adoption to identify improvement opportunities and ensure value realisation.

• Lead implementation and adoption efforts for Advisory technology solutions.
• Create and facilitate training, communications, and change‑management activities.
• Maintain a strong network within the Advisory practice to understand evolving needs and validate solutions.
• Act as the voice of the Advisory practice in cross‑firm technology discussions (e.g., Salesforce, Workday enhancements).
• Serve as the voice of Technology & Operations Services within Advisory to ensure alignment with firm‑wide technology strategies.

• Provide advanced (Level 3) support for business usage questions.
• Advise pursuit and engagement teams on effective use of technology to meet client objectives.
• Participate in client pursuits and presentations related to Advisory technology solutions, as needed.

• Own Advisory‑related components of the technology plan, including budgeting, forecasting, and variance analysis.
• Actively participate in Technology & Operations Services scrum ceremonies, team initiatives, and knowledge sharing.
• Participate in Advisory team activities and contribute to continuous improvement of processes and workflows.
• Stay current on Advisory regulatory requirements, technologies, and delivery processes.

• Bachelor’s degree in Accounting, Management Information Systems, Computer Science, or related field.
• 5+ years of experience as an Advisory practitioner (Accounting Advisory Services or Management Consulting preferred).
• 3+ years of experience as a Product Owner or in a similar role owning business requirements and priorities on technology initiatives.
• Strong experience documenting and analysing processes, procedures, and policies.
• Proven ability to collaborate effectively across teams and service lines.
• Authorization to work in the U.S. without visa sponsorship now or in the future.

• Experience working in an agile or Scrum environment.
• Jira experience strongly preferred.
• Product Owner or related certifications a plus.

• Strong business judgement and decision‑making skills.
• Analytical, detail‑oriented, and solutions‑focused.
• Self‑directed learner with the ability to quickly adopt…