Senior Product Manager (Financial Services, CCM)
About The Position
Toppan Merrill is seeking a Senior Product Manager to join their growing product organization. This role focuses on platform strategy, cost efficiency, and client experience within regulated industries, specifically supporting enterprise clients in financial services and healthcare with complex compliance-heavy composition and communication workflows. The Senior Product Manager will lead an evaluation of the current composition landscape, make a build vs. buy vs. enhance recommendation, and oversee the execution of that strategy. This is a high-visibility role with executive sponsorship and significant financial impact, reporting directly to the Director of Product Management.
Requirements
- 8 to 10+ years in product management, product strategy, or platform leadership
- Proven experience evaluating or rationalizing vendor solutions, with demonstrated cost and efficiency outcomes
- Strong understanding of composition, document generation, CCM, or omnichannel delivery platforms
- Experience in retirement, defined contribution, insurance, or wealth management
- Track record working in highly regulated environments with compliance-heavy content workflows
- Ability to build financial models and present strategic recommendations to senior leadership
Nice To Haves
- Hands-on experience with CCM or dynamic composition platforms
- Exposure to recordkeeping systems, plan administration, or participant communications
- Experience supporting large enterprise clients through platform transitions
- Familiarity with AI-driven automation in content generation or QA workflows
- Experience advising or influencing product teams without formal management authority
Responsibilities
- Evaluate in-house composition and document generation platforms alongside the current vendor CCM solution.
- Map capabilities, technical debt, integration complexity, and total cost of ownership across all systems.
- Identify gaps, redundancies, and consolidation opportunities across client segments.
- Develop a financial model comparing continued vendor investment against internal platform development or enhancement.
- Define a clear target-state architecture for CCM capability.
- Build the business case and deliver a recommendation with executive alignment.
- Translate the approved strategy into a phased, prioritized roadmap.
- Own delivery milestones working cross-functionally with engineering, architecture, compliance, and client teams.
- Define success metrics tied to cost efficiency, scalability, and client experience.
- Bring strong understanding of the retirement and financial services ecosystem including plan sponsors, recordkeepers, and regulatory requirements.
- Ensure solutions support dynamic composition, personalization, and compliance-heavy content workflows.
- Stay close to enterprise client needs throughout evaluation and implementation.
- Partner with enterprise clients to understand composition workflows, compliance requirements, and future state needs.
- Work with engineering and architecture to validate feasibility and risk.
- Influence senior stakeholders and drive alignment across product, engineering, and business teams.
Benefits
- Enhanced Medical, Dental, Vision and Life insurance for employees and dependents
- Employer Contribution to retirement plan
- Paid time off including vacation, sick, community involvement, bereavement, jury duty, and holidays
- Paid parental leave
- Paid community involvement/volunteer days
- Wellness Resources and Employee Assistance Programming
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
