About The Position

Head of Advisor Digital Solutions - Models, Portfolios and Practice Management We’re building the next generation of digital advisor solutions—a connected suite spanning Model Portfolios, portfolio construction tools & analytics, and practice management solutions designed first for financial advisors (and extended to sales, service/ops, and specialist partners). This leader will set the vision and roadmap for an advisor-centric product family that helps advisors act faster, deliver better portfolio outcomes, and run stronger practices—translating modern investment capabilities into intuitive workflows, decisioning, and client-ready insights. You’ll combine deep wealth/asset-management fluency with modern platform product leadership—leveraging data, experimentation, and emerging AI capabilities to create more personalized, integrated experiences that drive deeper engagement and measurable cash-flow growth. If you’re energized by transforming “tools” into an advisor operating system—and scaling adoption through great product craft, distribution partnership, and operational excellence—this role is for you.

Requirements

  • Minimum 12 years of experience in digital product management, with 5 years in leading large-scale, cross-functional teams on enterprise-level initiatives.
  • Undergraduate degree or equivalent combination of training and experience required.
  • Ability to think strategically while managing tactical execution, with excellent analytical, communication, and collaboration skills.

Nice To Haves

  • Graduate degree preferred.
  • Good to have skills in product lifecycle management, market research, digital strategy, customer experience optimization, data-driven decision-making, stakeholder communication, and team leadership.
  • Proficiency with tools like Jira, Confluence, Aha!, Figma, Google Analytics, and Tableau is beneficial.
  • Preferred certifications include Certified Scrum Product Owner (CSPO), SAFe Product Manager/Product Owner, and Pragmatic Product Management.

Responsibilities

  • Hire, evaluate, and supervise crew.
  • Provide guidance and training as necessary to develop crew.
  • Set performance standards, review performance, and make informed compensation decisions in accordance with all applicable Human Resources policies and procedures.
  • Lead digital product management teams for a strategic digital product or product group.
  • Set new digital product strategy and adjust strategies for program or digital product group.
  • Lead, influence, or directly supervise cross-functional teams to create best practices that drive significant changes to the client experience.
  • Ensure business outcomes are linked to business case drivers.
  • Create and maintain best practices and learnings, providing coaching to digital product teams on current strategy.
  • Oversee product teams' support of the messaging, communication, and customer outreach as necessary.
  • Build and maintain strong business support from team members to promote a consistent approach to decisions/impacts and client propositions.
  • Drive connection across all appropriate internal and external stakeholders.
  • Lead the planning or is directly responsible for the development and implementation of new large, complex, multi-stakeholder products.
  • Define and analyze markets, develop detailed product features and requirements, and develop implementation plans.
  • Create, maintain, and employ a variety of qualitative and quantitative analysis techniques to continually improve the user experience.
  • Lead and influence ongoing business planning and departmental prioritization activities.
  • Participate in special projects and perform other duties as assigned.
  • Manage the entire product lifecycle—from initial planning through execution—in support of organizational goals and product vision.
  • Conduct market research and trend analysis to identify opportunities for innovation and enhancement.
  • Define product features and functionality, working cross-functionally throughout the product development lifecycle.
  • Develop product documentation and equip sales and marketing teams with relevant technical and functional product knowledge.
  • Use ongoing market and customer feedback to assess product performance and determine future product direction.
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