Senior Digital Product Manager, Financial Planning

Job Description

The Senior Digital Product Manager drives the vision, strategy, and execution of digital solutions for Financial Planning with a focus on Wealth Management & Banking. The role defines and prioritizes an outcome-based roadmap, translates business needs into actionable Features (Vision, Business Needs, Value), and partners with business and delivery teams to ensure solutions deliver measurable value, quality, and compliance readiness.

Responsibilities

• Independently own product vision and an outcome-based roadmap for Financial Planning, aligned to business strategy and enterprise OKRs.
• Identify and manage cross-product and cross-team dependencies; coordinate sequencing and release planning with stakeholders and delivery leadership.
• Maintain visibility and traceability of prioritized opportunities and features in Azure DevOps (or equivalent) to keep roadmap, backlog, and delivery synchronized.
• Champion strategic roadmap practices and proactively manage dependencies to improve predictability.
• Translate business needs into complete, actionable features that articulate Vision, Business Needs, Value, and acceptance intent.
• Maintain a prioritized feature backlog that supports delivery planning through Current Sprint +2; ensure clarity, priority, and sequencing align to the roadmap.
• Collaborate deeply with Digital Product Owner, architecture, engineering, and quality partners to validate feasibility and reduce churn through early alignment.
• Intake and prioritize technical debt and platform enablement work; communicate tradeoffs and implications to outcomes and delivery plans.
• Anticipate constraints (security, legal/compliance, privacy, operational readiness) and mitigate early through discovery and feature definition.
• Champion feature definition standards and reduce rework through clearer acceptance intent and earlier alignment.
• Perform feature/solution acceptance to verify delivered work solves the original business problem and supports intended value realization.
• Define product and experience metrics and monitor trends; use evidence to refine priorities and value-capture plans.
• Independently escalate delivery gaps, value risks, and quality concerns early; drive resolution and prevention with delivery and stakeholders.
• Build and maintain relationships with First Command business leaders to align product strategy with business strategy.
• Communicate the "why" behind priorities and features; facilitate decisions and resolve misalignment across business and technology partners.
• Act confidently as SME for business logic and value; remove friction between business and delivery teams through proactive alignment.
• Conduct or partner on customer/market research and discovery to validate problems and identify opportunities for Financial Planning.
• Develop business cases (hypotheses, benefits, costs, risks) and synthesize research into investment recommendations.
• Partner with UX/CX, operations, and adoption/change leaders to ensure releases are business-ready and adoption is supported.
• Evaluate emerging technologies and relevant innovative propositions to identify new opportunities.
• Maintain deep knowledge of Financial Planning capabilities and non-functional requirements; ensure alignment to security, privacy, regulatory, and audit expectations.
• Create and maintain product artifact and ensure tooling traceability from opportunity -> feature -> acceptance outcomes.
• Sync with other Product Managers to align roadmaps, manage cross-product dependencies, and prevent overlap in ownership.
• Partner with the Digital Product Owner by providing actionable features and aligning prioritization so the team backlog reflects business urgency.
• Collaborate with Solution Architects and delivery leadership to validate feasibility, inform architectural runway, and ensure shared understanding of requirements and sequencing.
• Engage Quality partners to align on intent and value, improve quality visibility, and support confident release readiness decisions.

Qualifications

• Bachelor’s degree required (may consider experience in lieu of degree)
• 4 - 7 years of experience in product management, business analysis, or a related field
• The preferred candidate will have one or more certifications in the following areas: Product Management, Agile and Scrum, CFP (Preferred)
• Knowledge of Outcome-based product strategy and roadmap practices; dependency management across products/teams and OKR alignment
• Advanced feature definition practices and discovery techniques to reduce churn and rework
• Agile delivery collaboration across PO/architecture/engineering/QA; understanding of sequencing and delivery constraints
• Product measurement and value realization: KPI definition, trend interpretation, and evidence-based prioritization
• Risk, compliance, privacy, security, and operational readiness considerations in regulated environments
• Strong knowledge of Financial Planning solutions (MoneyGuide or e-Money) and enterprise constraints to anticipate impacts and mitigate risks early