Product Manager

Security Benefit Business Services / Everly Life•Topeka, KS

3d•Hybrid

About The Position

As a Product Manager, you will support the Firm and Advisor Onboarding team, focused on building and maintaining digital capabilities that make enabling new firms, advisor contracting, licensing, and onboarding seamless and fast. The team’s mission is to reduce time-to-ready-to-sell by delivering integrated solutions across licensing verification, training access, digital and integrated application submissions, and contracting workflows — giving advisors rapid access to sell and service products. This is an execution-focused product role with direct roadmap ownership for the Firm and Advisor Onboarding product. The successful candidate will own and maintain the product roadmap for this domain, working closely with cross-functional stakeholders to translate business needs into well-defined requirements, manage backlog priorities, drive delivery, and track outcomes against defined success metrics. This PM owns a defined set of capabilities end-to-end — from discovery and roadmap through delivery and measurement. The Product Manager position reports to the VP, Portfolio Strategy & Delivery and can be based out of our home office in Topeka or Overland Park, Kansas, or remotely for the right candidate. We work a hybrid schedule, offering flexibility to work both remotely and on-site.

Requirements

2–5 years of experience as a Product Manager, Business Analyst, or closely related product delivery role
Bachelor's or Master's degree in Business Administration, Management Information Systems, Computer Science, or related field
2–5 years in financial services, insurance, wealth management, or a similarly regulated industry with exposure to advisor onboarding, contracting, or licensing
Demonstrated ability to independently write user stories, define acceptance criteria, and manage a product backlog
Experience working in an agile or hybrid delivery environment alongside engineering and design teams
Strong written and verbal communication skills with the ability to engage operations, compliance, distribution, and technical teams
Solid understanding of user-centered design principles and methodologies
High degree of intellectual curiosity, attention to detail, and a bias toward action

Nice To Haves

Direct experience with advisor onboarding platforms, digital contracting tools, e-signature solutions, or licensing verification systems
Familiarity with FINRA licensing requirements, state insurance licensing workflows, or regulatory filings related to advisor contracting
Experience with digital forms, integrated application submissions, or training access platforms in a financial services context
Experience with tools such as Jira, Confluence, Figma, Tableau, or similar product and analytics tooling

Responsibilities

Conduct ongoing discovery with distribution teams, advisor-facing operations staff, contracting and licensing teams, and onboarding coordinators to identify workflow friction, process gaps, and integration improvement opportunities.
Gather voice-of-the-customer and voice-of-the-operations insights and translate findings into clearly prioritized product requirements, epics, stories, and acceptance criteria.
Support usability testing and validation activities to confirm that proposed solutions address identified problems before development begins.
Define success metrics for owned capabilities and track platform performance post-launch to inform iteration.
Define, own, and communicate the product roadmap for the Firm and Advisor Onboarding product, grounded in business outcomes and aligned to the team’s strategic priorities.
Apply structured prioritization frameworks to evaluate product investments based on advisor impact, operational efficiency, and regulatory requirements.
Distinguish between ongoing product capability work and time-bounded project initiatives (e.g., regulatory changes, new firm onboardings) and apply the appropriate delivery approach to each.
Ensure requirements are fully defined, reviewed, and approved before committed development work begins — a critical discipline in a regulated, vendor-dependent delivery environment.
Own end-to-end delivery of assigned features and capabilities, from discovery through launch and post-launch measurement.
Write well-structured user stories and acceptance criteria; facilitate backlog grooming and sprint planning with engineering teams.
Partner with UX and design to develop wireframes and test prototypes with users before development investment.
Manage dependencies, surface risks proactively, and communicate delivery status clearly to stakeholders throughout the product development lifecycle.
Support integration efforts with downstream systems including licensing verification databases, training platforms, contracting tools, and digital application submission workflows.
Build strong working relationships with distribution, contracting, compliance, legal, operations, and technology teams to align on requirements and remove blockers.
Serve as a reliable day-to-day point of contact for business stakeholders on assigned product areas, communicating tradeoffs and decisions with clarity.
Collaborate with leadership to translate organizational goals into team-level product initiatives.
Contribute to a culture of clarity, accountability, and continuous improvement across the delivery organization.
Define and track key metrics for owned capabilities.
Apply data analysis to evaluate platform performance, surface processing insights, and make evidence-based product recommendations.

Benefits

Competitive salary and annual incentive bonuses to reward your contributions.
33 days of paid time off (including PTO, holidays, Volunteer Day, and days of significance).
Paid parental leave after 90 days of service.
Comprehensive medical, dental & vision insurance.
401(k) with company match, plus Profit Sharing & Savings Plan.
Short- and Long-Term Disability Insurance to give you peace of mind.
Flexible Spending Accounts for medical and dependent care.
Life Insurance to protect your loved ones.
Educational assistance to support your career development.
Associate assistance programs for your personal and professional well-being.