Director of Product Management, Sales & CRM Experience

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

As a Director of Product Management, this role will be responsible for creating a great customer experience for our internal Advisors that spans multiple advisor and sales roles with unique success metrics. This talented individual has a strong track record in product management and someone that brings creativity and humility, product sense and analytical skill, leadership, and ability to collaborate. The role requires experience taking manual workflows, digitizing manual processes, and collaborating with a strong group of internal employees.

What you will do:

• Define a product vision and strategy that identifies opportunities that will have the biggest consumer impact, helping our end customers achieve their financial goals
• Own the product roadmap, including both significant short and long-term opportunities for your product and in the context of the broader organizational strategy and goals
• Obsess about the product design, partnering closely with Designers to constantly look for opportunities to simplify experience and deliver a better experience
• Leverage customer research, usability testing, and market research in your strategy to improve likelihood of success and user satisfaction
• Partner closely with the sales, engineering and design teams to increase team velocity, cohesiveness, and productivity
• Work closely with cross-functional teams to drive product requirements, manage resources and dependencies, gain approvals (compliance, legal, etc.), and lead the team through key milestones.
• Define, analyze, and track key performance metrics
• Drive decision making through customer insights, agile methods to validate hypothesis, quantitative analysis, and A/B testing
• Execute at a fast pace with a focus on customer outcomes, the user experience, and learning with limited oversight
• Constantly challenge the status quo and identify opportunities to move faster and more efficiently

What you will bring:

• 10+ years of experience leading major (digital) direct-to-consumer products and working collaboratively with engineering, design, and research teams
• Exceptional prioritization and stakeholder management skills, particularly working with compliance/legal partners in a highly regulated industry
• Excellent communication skills, storytelling, and organizational skills that instills confidence in senior leaders, cross-functional partners, and peers
• Relentless follow through and commitment to do the right through and do what you say
• Detail and design oriented; the details really matter to you
• Passionate about tackling complicated and impactful customer and business problems
• Critical, analytical thinker and comfortable analyzing data and pulling out key insights
• Bachelor's degree or equivalent experience; MBA is a plus

What will set you apart:

• Experience working the wealth management industry, either with or as an advisor
• Salesforce experience
• Proven track record of navigating through the full product life cycle, integrating customer feedback in requirements, driving prioritization, and pre/post-launch execute
• Experience working directly with advisors, investment sales, and/or financial planners
• Experience in the wealth management industry with demonstrable knowledge of industry best practices
• Critical, analytical thinker and comfortable analyzing data and pulling out key insights

***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer •  Drug-free workplace

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

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