VP, Product Management - Planning Tools & Digital

Edelman Financial Engines•Boston, MA

About The Position

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. Join us at a pivotal moment as we redefine the future of financial planning and digital engagement. As Vice President of Product Management, Planning Tools and Digital Experiences, you will lead a strategically important portfolio at the intersection of financial advice, technology, and user experiences that impact more than 1 million Americans and support approximately $250 billion in client assets. You will have the opportunity to shape enterprise product strategy, influence executive-level decisions, and deliver innovative experiences that empower clients to make informed financial decisions while helping advisors and planners serve them more effectively. We are looking for a leader who combines strategic vision, product excellence, and a passion for creating intuitive experiences that simplify complexity and drive meaningful client outcomes.

Requirements

Bachelor’s degree required; degree in Finance, Business, Product Management, Technology, or a related field preferred
MBA or advanced degree strongly preferred
15+ years of experience in product management, digital product development, platform strategy, financial services technology, or related disciplines
7+ years of executive or senior leadership experience leading product leaders, multi-layered teams, enterprise scale portfolios, and cross-functional transformation initiatives
Demonstrated success owning enterprise product strategy, investment prioritization, and measurable outcomes for large-scale consumer-facing digital platforms and shared product capabilities spanning web, mobile, omnichannel, and internal user experiences
Experience influencing C-suite stakeholders, executive committees, or board-level audiences on product strategy, portfolio performance, investment tradeoffs, and enterprise transformation priorities
Experience designing intuitive, user-centered financial planning, advice, and investment applications and experiences that enable advisors and clients to navigate complex decisions with confidence strongly preferred.

Responsibilities

Own the enterprise product strategy and multi-year investment roadmap for planning tools and digital experiences, ensuring alignment with company strategy, client needs, financial planning methodology, commercial priorities, risk expectations, and measurable business outcomes.
Define the strategic choices, sequencing, funding priorities, and executive-level tradeoffs required to advance shared capabilities at scale.
Set the executive product direction for planning methodology, calculations, enterprise planning capabilities, and decision-support experiences that enable financial plans to be created, explored, presented, and acted upon.
Ensure planning capabilities are accurate, explainable, reusable, governed appropriately, and exposed consistently across client, planner, and advisor channels.
Own the enterprise digital experience strategy across web, mobile, profile and account experiences, education, investment presentation, planning interactions, and other client-facing capabilities.
Drive a cohesive, trusted, high-performing digital ecosystem that improves client understanding, engagement, conversion, retention, and financial outcomes.
Establish portfolio governance, product standards, decision frameworks, and capability patterns that promote enterprise reuse, scalability, consistency, explainability, and efficient delivery across experiences.
Lead executive prioritization discussions, dependency management, and risk-based tradeoff decisions across a complex portfolio.
Lead a multi-layered product organization by developing product leaders, shaping organizational design, strengthening succession depth, and establishing product management practices that improve accountability, decision quality, execution discipline, and innovation.
Foster a culture of collaboration, inclusion, client focus, and measurable impact.
Partner with Engineering, UX, Data, Marketing, Financial Solutions, Compliance, Risk, Operations, and senior executives to align investments, remove enterprise impediments, manage risks and dependencies, and deliver secure, reliable, compliant, and scalable planning and digital products.
Define KPIs and regularly communicate portfolio performance, insights, decisions, and tradeoffs to executive stakeholders.