Signal Advisors

Product Manager

• Own the product lifecycle from ideation through launch and iteration — with a prototype-first approach: validate ideas with working prototypes, not just PRDs.
• Design the end-to-end experience, on-platform and off.
• Own the full journey for both advisors and the internal teams serving them — the workflows, handoffs, and SLAs behind every request — deciding where software, automation, and human expertise each belong.
• Use AI tools (Claude, Cursor, and similar) as part of your daily workflow — to prototype features, query and analyze production data, synthesize user feedback, and draft product artifacts.
• Define quality bars and evaluation approaches for features and services: what "good" looks like, how we test it, and how we monitor accuracy, trust, and adoption after launch.
• Translate complex business needs from the financial services and wealth management industry into clear product direction, working software, and actionable stories for engineering and design.
• Drive strategic thinking that aligns with company strategy, influencing leadership and the product roadmap by identifying the highest-impact opportunities for the advisor experience.
• Gather and synthesize feedback from users, stakeholders, and market trends to inform product decisions.
• Define and analyze key product metrics (adoption, automation rate, time-to-resolution, quality) to measure success and inform future decisions.

General

• Translate advisor-submitted client data into structured planning proposals that address a wide range of client objectives, from common retirement income, longevity and risk management concerns to advanced tax and estate planning needs.
• Design clear, modular planning recommendations that advisors can present directly to clients, connecting how asset management, annuities and life insurance each support the broader plan.
• Evaluate advisor goals and client constraints to identify suitable product strategies—using product knowledge as a tool within a planning framework, not the end goal.
• Guide advisors through technical questions related to planning logic, case design, suitability considerations, and the strategic role of individual solutions.
• Support field underwriting diligence by helping advisors understand risk factors and set appropriate expectations with applicants.
• Create and refine planning deliverables (summaries, scenario comparisons, plan modules) that elevate advisor professionalism and deepen client trust.
• Provide thoughtful, planning-first support via platform messaging, live phone support and case consultations—bringing clarity and direction to sales-oriented advisors who rely on deep technical expertise.
• Collaborate with the Planning team to evolve our tools, templates, workflows, and internal knowledge base as our offering grows.

Planning Specialist

Operations

• Execute Operational Workflows: Own and process account service requests including new account openings, maintenance, money movements, and account closures.
• Manage Service Tickets: Utilize the Salesforce Wealth Console to track, document, and resolve advisor requests with a high sense of urgency.
• Custodian Coordination: Interface directly with Fidelity, Schwab, and other platforms to ensure workflows are completed accurately and on time.
• System Integrity: Keep our CRM and operations systems (Orion, Salesforce) updated to ensure "source of truth" data for our advisors.
• Support Transitions: Assist with onboarding and transition work for new advisors joining the Signal platform.
• Data & Reporting: Run data, reporting, and analytics across our various wealth platforms.

Product Manager

Planning Specialist

Wealth Operations Specialist