Director of Advisor Experience Product
About The Position
The Director of Advisor Experience Product defines and executes the product strategy and roadmap for Janney’s advisor-facing digital experiences. The role focuses on delivering intuitive, integrated, and efficient digital products that improve advisor productivity, streamline workflows, and help Financial Advisors serve clients. Reporting to the Head of Digital Product Management, the Director partners with Financial Advisors, business leadership, Technology, Operations, and Risk to translate advisor needs and business priorities into product capabilities and measurable outcomes. The role leads the product lifecycle from discovery and prioritization through delivery, adoption, and continuous improvement, in alignment with Janney’s broader digital product strategy. The Director also promotes consistent product management practices, collaborates across the Digital Product Management organization, and develops product talent as applicable.
Requirements
- Bachelor’s degree in business, technology, or a related field required.
- At least 8 years of progressive experience in digital product management, product strategy, or technology delivery.
- Proven experience developing product strategies and roadmaps and delivering digital products with measurable business outcomes.
- Strong experience across the product lifecycle, including discovery, prioritization, delivery, adoption, and performance management.
- Experience partnering with cross-functional business and technology teams.
- Strong understanding of digital product management, user experience, agile delivery, and digital platforms.
- Ability to translate advisor and business needs into actionable product strategies and priorities.
- Excellent communication, stakeholder management, and influencing skills.
- Strong analytical, problem-solving, and decision-making capabilities.
- Ability to balance user experience, business value, technology constraints, and regulatory requirements.
- Understanding of emerging technologies, including AI and automation, and their practical business applications.
Nice To Haves
- Advanced degree preferred.
- Wealth management, financial services, or fintech experience strongly preferred.
- Product team leadership experience preferred.
Responsibilities
- Define and execute the advisor experience product roadmap, prioritizing initiatives based on advisor needs, business value, strategic alignment, and technology dependencies.
- Engage Financial Advisors and their teams to understand workflows, identify pain points, and translate insights into improved digital experiences and capabilities.
- Lead product discovery, requirements, backlog management, prioritization, and delivery in partnership with Technology, Operations, and business stakeholders.
- Align business and technology partners around product priorities, delivery commitments, dependencies, and desired outcomes.
- Establish and monitor KPIs for product adoption, advisor satisfaction, productivity, usability, and business impact; use feedback and analytics to drive continuous improvement.
- Identify opportunities to use automation, AI, data, and emerging technologies to simplify advisor workflows and enhance the digital experience.
- Promote consistent product management practices, collaborate across the Digital Product Management organization, and develop product talent as applicable.
Benefits
- Paid Parental Leave
- Generous Paid Time Off
- Eligibility for a $2,000 referral bonus
- Professional Development Assistance Plan
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What This Job Offers
Job Type
Full-time
Career Level
Director
