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Job Description
As the Product Manager of the Advisor Enablement Capability you will be responsible for defining, planning, and executing on features relating to the financial business processes within our platform. You will need to develop a solid understanding of our advisor domain and be able to define an appropriate strategy to best suit the requirements of our business lines and our financial systems. This role requires a candidate to deeply connect and understand the customer/advisor and business needs as well as to partner closely with stakeholders to develop the strategic direction of the product and build out the coinciding roadmap. A key part of your role will be to shift the focus from output to outcomes, measuring success based on the value delivered to our users and the business. You will establish clear goals and metrics for each product initiative, monitor progress, and adjust course as needed to ensure we stay on track to achieve our desired outcomes. You will be responsible for influencing stakeholders and cross-organizational action by telling the customer’s story and substantiating recommendations for change.
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