Digital Product Manager

First Command Financial Services-posted 2 months ago
Fort Worth, TX
501-1,000 employees
Administrative and Support Services
Resume
Match Score
Upload and Match ResumeTrack Jobs with Teal

We are seeking a Digital Product Manager to lead the development and adoption of our Product Integration Master (PIM) platform-a central hub that unifies financial product data across investments, banking, lending, and insurance. This role will be critical in delivering a single source of truth for client-owned financial products, enabling seamless integration across enterprise platforms, regulatory compliance, and enhanced advisor and client experiences. As the Product Manager for PIM, you will partner with engineering, data, and business stakeholders to define the roadmap, prioritize integrations, and ensure the platform meets the needs of advisors, clients, and internal operations.

  • Own the PIM Product Vision & Roadmap: Define and communicate a clear product strategy that aligns with enterprise priorities and delivers measurable business value.
  • Lead Data Integration Initiatives: Drive integration of financial product data from custodians, carriers, and internal systems into PIM, ensuring accuracy, governance, and completeness.
  • Deliver Business Value: Enable downstream use cases including advisor/ client 360 views, planning and recommendation solutions, compensation and recognition processing, and digital client experiences through client portal.
  • Define & Manage Requirements: Translate business needs into product opportunities, features, user stories, acceptance criteria, and prioritized backlogs for engineering teams.
  • Partner Cross-Functionally: Collaborate with UX/CX, solution and data architects, engineering, QA, operations, compliance, and business product teams to deliver end-to-end solutions.
  • Champion Adoption & Change Management: Work with stakeholders across the organization to drive adoption of PIM as the single source of product truth.
  • Measure Success: Define KPIs (e.g., data completeness, system adoption, downstream usage) and continuously optimize to improve value delivery.
  • Bachelor's degree required (may consider experience in lieu of degree)
  • Master's degree preferred
  • 5+ years of Product Management experience in financial services, digital platforms, or data-driven products.
  • Strong understanding of financial products (e.g., investments, retirement accounts, banking, lending, insurance) and how they serve client needs.
  • Experience with data integration, data governance, or master data management (MDM) (preferred).
  • Demonstrated ability to work with technical teams (engineering, data architecture, QA) and translate complex requirements into business outcomes.
  • Track record of leading enterprise-scale digital initiatives that cut across multiple systems and stakeholders.
  • Excellent communication, collaboration, and change management skills.
  • Experience working in complex integration environments using standards such as OFX, HL7, EDI, DTCC, and ACORD (preferred).
  • Strong data analysis skills, with the ability to dig into details, validate data accuracy, and support data-driven decision-making (preferred).
  • CSPO/PSPO, SAFe POPM, Pragmatic Institute certifications
  • CDMP, IIBA CBDA, or ACORD/DTCC certifications
  • CFA or CFP or FINRA SIE / Series 7 or Series 65
Track Jobs with Teal

Job Search Resources

•
AI Resume Builder
•
Digital Product Manager Resume Examples
•
Digital Product Manager Cover Letter Examples

Tools

Career Hubs

Guides

Company

© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service