Product Director [Multiple Positions Available]

DESCRIPTION:

Duties: Drive the development and execution of innovative digital product solutions, owning the strategic product development roadmap to ensure alignment with firmwide objectives and key results (OKRs).

Define and implement the strategic product vision to elevate an ideal omnichannel client and advisor digital experience, ensuring seamless onboarding and engagement across various channels.

Own the end-to-end process for optimizing the coordination and reporting of key deliverables for the broader team.

Analyze, model, and manage the day-to-day coordination for a full end to end digital product platform Oversee the implementation of firmwide product delivery processes, including agile methodologies, OKR processes, budgeting, and product model work.

Collaborate with key stakeholders from business, technology, legal, compliance, service, operations, marketing, and communications to elicit requirements, feedback, and buy-in.

Understand client and advisor needs, create user journeys, and ensure execution to advance current capabilities and drive the next generation of digital solutions.

Identify and elaborate on critical user journeys, use cases, workflows, and business processes that align with product vision/goals and partner with firmwide product, technology, design, and data partners to build them.

Develop plans and execute product releases, maintenance, and retirement as needed.

Partner with digital channels, operations, service, and technology teams to assure effective communication of requirements and rapid delivery of key product releases.

Drive development of adequate program support across nontechnology teams, including Field Engagement and Adoption, Client Service, Legal, Compliance, and Risk.

Review data analysis performed by junior employees, and independently define and track OKRs/KPIs and product/program adoption and usage metrics, evangelizing for adoption.

Oversee junior-level employees' tracking and reporting of strategic deliverables and risks, and directly communicate/deliver the reports to senior leadership, specifically highlighting for senior leadership the strategies and risks involved.

Independently develop, edit, and present internal reports to partners and senior leaders in order to create transparency.

QUALIFICATIONS:

Minimum education and experience required: Master's degree in Business Administration, Finance, Engineering (any), or related field of study plus 7 years of experience in the job offered or as Product Director, Product Manager, Wealth Management Consultant, or related occupation.

The employer will alternatively accept a Bachelor's degree in Business Administration, Finance, Engineering (any), or related field of study in Business Administration, Finance, Engineering (any), or related field of study plus 10 years of experience in the job offered or as Product Director, Product Manager, Wealth Management Consultant, or related occupation or as Product Director, Product Manager, Wealth Manageme...