Actively leads the strategy, roadmap, adoption, and ongoing evolution of collaboration and AI-enabled technology products that support advisor and employee productivity. Serves as the accountable product owner for assigned technology capabilities, partnering closely with business leaders, architecture, engineering, vendors, and technology teams to deliver measurable business outcomes. Responsible for defining and maintaining product vision, roadmap, priorities, and success measures while balancing user needs, business objectives, technical constraints, risk considerations, and enterprise standards. Owns the end-to-end product lifecycle from discovery and planning through implementation, adoption, measurement, and continuous improvement. Acts as a subject matter expert and trusted advisor to business stakeholders, representing user needs and business priorities while identifying opportunities to leverage emerging technologies, including Artificial Intelligence, Microsoft collaboration platforms, and productivity solutions, to improve advisor and employee experiences.
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Job Type
Full-time
Career Level
Mid Level