Product Manager

• Own and manage the product backlog, ensuring alignment with business goals and client needs
• Collaborate with engineering, design, compliance, operations, and other stakeholders to deliver high-quality product enhancements
• Translate business requirements into clear user stories and acceptance criteria
• Prioritize features and enhancements based on client impact, regulatory requirements, and technical feasibility
• Serve as the voice of the financial advisor/client, ensuring the communication experience is intuitive, accurate, and compliant
• Define and track KPIs to measure product performance, client satisfaction, and operational efficiency
• Stay informed on industry trends, regulatory changes, and best practices in client communications and reporting

AVP, Product Owner

Senior Product Manager

Product Manager – Compliance & Regulatory

Executive Director – Product, Growth & Monetization

Director of Product, Marketplace

Associate Product Manager