About The Position

The Associate Director, Product Management for ftwilliam.com provides strategic and operational leadership for technology enabled products in a SaaS environment. This role serves as a key connector across Product, Engineering, Marketing, Sales, Support, and external partners. The Associate Director leads and coaches teams responsible for product strategy, customer engagement, partnerships/integrations, and quality execution—ensuring alignment to customer needs, business priorities, and go to market readiness. Reporting & Leadership Scope Manages the Product Owner Manager, who oversees Product Owners and Document Drafters Manages Product Manager/Custom Development Project Manager Oversees Subject Matter Experts, including an Actuary and ERISA Attorney Oversees the Quality Control team Works closely with Marketing, internal Product Management, Sales, Support, and external partner organizations Product Strategy & Portfolio Leadership Drive product direction and prioritization in partnership with internal Product Management and key stakeholders. Identify and evaluate new product and development opportunities based on customer needs, business goals, and market signals. Ensure product strategy translates into clear execution plans and measurable outcomes across teams. Partnerships & Third-party Integrations Identify, assess, and advance new partnership opportunities that support strategic growth and customer value. Lead discussions and ongoing collaboration with third-party providers regarding integrations, requirements, and positioning. Partner with Engineering team to ensure integration initiatives are aligned, feasible, and well supported. Customer Advisory Board & Institutional Customer Engagement Own and run the Customer Advisory Board (CAB): planning agendas, facilitating sessions, capturing insights, and driving follow through. Facilitate product updates and roadmap discussions with institutional customers to build trust, adoption, and alignment. Translate customer feedback into actionable roadmap items, product improvements, and partnership opportunities. Cross Functional Enablement (Marketing, Sales, Support) Provide ongoing product updates and insights to Marketing to enable creation of collateral, messaging, and campaign planning. Support Sales with product positioning, competitive differentiation, talking points, and training content. Facilitate regular product updates for the Support team to improve readiness, consistency, and customer outcomes. Facilitate regular product updates for Sales to ensure field alignment on roadmap, releases, and customer relevant value. Team Leadership, Coaching & Change Management Lead with strong ownership and accountability to push initiatives through complexity and ambiguity. Coach managers and team members to embrace change, scale effective processes, and continuously improve delivery. Provide guidance to ensure SMEs (Actuary/ERISA Attorney) are integrated effectively into product definition, decisions, and quality outcomes. Oversee quality control practices to ensure high standards for accuracy, compliance, and customer experience. Customer Discovery, Focus Groups & Competitive Research Coaching Coach and support the team in planning and facilitating focus groups, customer interviews, and feedback sessions. Ensure teams apply structured synthesis methods (themes, patterns, and actionable insights) that feed the roadmap and story development. Coach the team through ongoing competitor research and market analysis to inform positioning, differentiation, and prioritization. Promote consistent discovery and research practices that strengthen customer centric decision making.

Requirements

  • 7+ years of Product Management experience in a SaaS company
  • Bachelor's degree in business, engineering, marketing, software development, or a related field or equivalent combination of education and experience.
  • Demonstrated experience leading cross functional work in a matrix environment.
  • Experience working with external partners and third-party integrations.
  • Strong leadership presence with the ability to drive large, complex initiatives to completion.
  • Ability to inspire and motivate teams, creating clarity, focus, and accountability.
  • Proven ability to coach teams through change, helping others adopt new processes and ways of working.
  • Exceptional communication skills (written, verbal, and facilitation), including executive level and customer-facing communication.
  • Customer centric mindset with strong instincts for customer value, usability, and outcomes.
  • Strong judgment, prioritization, and stakeholder management skills in a matrixed organization.

Nice To Haves

  • Experience in the employee benefits industry.
  • Experience partnering with Marketing on go to market launches and campaign strategy.

Responsibilities

  • Drive product direction and prioritization in partnership with internal Product Management and key stakeholders.
  • Identify and evaluate new product and development opportunities based on customer needs, business goals, and market signals.
  • Ensure product strategy translates into clear execution plans and measurable outcomes across teams.
  • Identify, assess, and advance new partnership opportunities that support strategic growth and customer value.
  • Lead discussions and ongoing collaboration with third-party providers regarding integrations, requirements, and positioning.
  • Partner with Engineering team to ensure integration initiatives are aligned, feasible, and well supported.
  • Own and run the Customer Advisory Board (CAB): planning agendas, facilitating sessions, capturing insights, and driving follow through.
  • Facilitate product updates and roadmap discussions with institutional customers to build trust, adoption, and alignment.
  • Translate customer feedback into actionable roadmap items, product improvements, and partnership opportunities.
  • Provide ongoing product updates and insights to Marketing to enable creation of collateral, messaging, and campaign planning.
  • Support Sales with product positioning, competitive differentiation, talking points, and training content.
  • Facilitate regular product updates for the Support team to improve readiness, consistency, and customer outcomes.
  • Facilitate regular product updates for Sales to ensure field alignment on roadmap, releases, and customer relevant value.
  • Lead with strong ownership and accountability to push initiatives through complexity and ambiguity.
  • Coach managers and team members to embrace change, scale effective processes, and continuously improve delivery.
  • Provide guidance to ensure SMEs (Actuary/ERISA Attorney) are integrated effectively into product definition, decisions, and quality outcomes.
  • Oversee quality control practices to ensure high standards for accuracy, compliance, and customer experience.
  • Coach and support the team in planning and facilitating focus groups, customer interviews, and feedback sessions.
  • Ensure teams apply structured synthesis methods (themes, patterns, and actionable insights) that feed the roadmap and story development.
  • Coach the team through ongoing competitor research and market analysis to inform positioning, differentiation, and prioritization.
  • Promote consistent discovery and research practices that strengthen customer centric decision making.

Benefits

  • Wolters Kluwer offers a wide variety of competitive benefits and programs to help meet your needs and balance your work and personal life, including but not limited to: Medical, Dental, & Vision Plans, 401(k), FSA/HSA, Commuter Benefits, Tuition Assistance Plan, Vacation and Sick Time, and Paid Parental Leave.
  • Full details of our benefits are available upon request.
  • Our well-being benefits provide tools, programs, and resources to help our diverse employees feel healthy, happy, safe, and prosperous.
  • Our global Together we thrive well-being program reflects our commitment to supporting colleagues across physical, mental, social, and financial well-being.
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