Data & Analytics Product Manager

Primary Responsibilities

• Product Vision & Strategy
• Define and own the product vision and North Star for Dynasty’s data and analytics experiences
• Translate company strategy into a cohesive, multi year product roadmap
• Establish clear product outcomes, OKRs, and success metrics tied to adoption and business impact
• Serve as the executive product voice for data and analytics in planning, prioritization, and investment discussions
• Roadmap Ownership & Prioritization
• Own the end to end data & analytics roadmap across products and platform capabilities
• Balance advisor value, business impact, and longer term platform investments
• Make deliberate trade offs between feature delivery and foundational enablement
• Partner with Engineering leadership on sequencing, dependencies, and delivery trade offs
• Ensure roadmap clarity for executives, product peers, and delivery teams
• Analytics & Intelligence Products
• Own the product strategy for Dynasty’s analytics and insight experiences, including firm performance, flows, billing, benchmarks, and executive dashboards
• Ensure analytics products are decision oriented, intuitive, and trusted by users
• Drive consistency in KPIs, metrics definitions, and insight storytelling across the platform
• Champion user centered discovery to ensure analytics solve real advisor and home office needs
• Data Platform as a Product
• Treat the data platform as a foundational product, with clear consumers, capabilities, and outcomes
• Define product requirements for data availability, quality, governance, and AI readiness in partnership with Engineering
• Ensure platform investments directly enable analytics, reporting, and future intelligence use cases
• Hold teams accountable for platform work that unlocks real product and business value
• Adoption, Enablement & Value Realization
• Drive adoption and impact, not just delivery, across data and analytics capabilities
• Partner with Marketing, Relationship Management, and Services on enablement strategies including training, release communications, demos, and executive storytelling
• Establish structured feedback loops (usage analytics, advisory councils, betas) and actively evolve the roadmap based on insights
• Ensure every significant release clearly communicates what changed, why it matters, and how success will be measured

Qualifications

• 6+ years of experience in product management, platform product leadership, or technology leadership roles
• Proven ability to drive adoption and business outcomes for analytics heavy or data powered products
• Strong strategic thinking paired with practical prioritization and execution judgment
• Experience in fintech, wealth management, or other regulated industries strongly preferred