Senior Product Manager - Digital Platforms (Reporting & Authentication)

About the role

The Senior Product Manager is responsible for the strategy, roadmap, and delivery of critical enterprise digital capabilities supporting Plan Sponsor reporting, Plan Performance Insights (PPI), and secure digital access. This role serves as the product owner for reporting and authentication capabilities used by plan sponsors, advisors, and internal business partners.

Responsibilities

• Partner with leadership to define and execute key product initiatives aligned with business objectives.
• Own the product strategy, roadmap, and lifecycle for assigned capabilities, including Plan Sponsor reporting, Plan Performance Insights (PPI), authentication, and user access management.
• Develop and maintain a prioritized roadmap that balances client needs, business priorities, operational improvements, regulatory requirements, and technical debt.
• Define product vision, business value, success metrics, and key performance indicators for assigned capabilities.
• Evaluate market trends, competitive offerings, client feedback, and industry insights to identify product opportunities.
• Collaborate with cross-functional stakeholders to evaluate alternatives, align priorities, and optimize client outcomes.
• Define and lead the scope of product development, driving end-to-end product capabilities and client experience.
• Lead product discovery, planning, and execution across Agile teams.
• Coordinate operational readiness, testing, release planning, launch activities, and production deployments with Product Deployment.
• Partner with Product Deployment and Marketing to support client communications, market introductions, RFP content, sales collateral, and product documentation.
• Lead post-implementation reviews and drive continuous improvement through lessons learned, documentation, and knowledge management.
• Lead the strategy and evolution of Plan Sponsor reporting and analytics capabilities.
• Translate business requirements into product features that deliver accurate, consistent, and user-friendly reporting experiences.
• Establish and monitor KPIs measuring product adoption, client value, operational effectiveness, product health, and business outcomes.
• Leverage customer insights, analytics, and operational metrics to continuously improve reporting capabilities.
• Own authentication, digital identity, and user access capabilities supporting plan sponsors, advisors, and internal users.
• Partner with Cybersecurity, Identity Management, Compliance, and Engineering to deliver secure, scalable, and seamless authentication experiences.
• Drive enhancements for user provisioning, role-based access, authentication workflows, and future identity management initiatives while ensuring regulatory compliance and an optimal client experience.
• Partner with Engineering, Architecture, Operations, UX, Product Deployment, Client Experience, Compliance, Legal, Risk, Cybersecurity, and business stakeholders to deliver strategic product initiatives.
• Build alignment across business and technology organizations while balancing competing priorities.
• Communicate product strategy, roadmap progress, risks, dependencies, and investment recommendations to executive leadership.
• Develop strong relationships with internal and external partners to ensure successful product delivery.

Requirements

• Bachelor's degree or equivalent combination of education and experience.
• 7 - 10 years of experience in Product Management, Digital Product Development, or a related field.
• Experience managing enterprise digital products throughout the product lifecycle.
• Experience leading cross functional Agile teams.
• Experience translating complex business requirements into product strategy and technical requirements.
• Strong written, verbal, and presentation skills.
• Demonstrated ability to influence stakeholders across multiple organizations without direct authority.

Qualifications

• Experience working in regulated industries such as financial services, healthcare, or insurance.
• Strong analytical and problem-solving skills with the ability to make data driven decisions.
• Experience supporting retirement plan administration, defined contribution recordkeeping, wealth management, or financial services platforms.
• Experience with enterprise reporting platforms, business intelligence, or customer analytics.
• Experience with authentication, identity and access management (IAM), single sign on (SSO), multi factor authentication (MFA), or user provisioning.
• Experience working with APIs and enterprise integrations.
• Experience with Figma, Jira, or similar Agile planning tools.
• Experience partnering with Cybersecurity and Enterprise Architecture organizations.
• Experience using customer insights and product analytics to drive product decisions.

Skills

• Strong product management experience.
• Analytical thinking.
• Technical acumen.
• Leadership and team management skills.

Benefits

Base Salary Range: $114,000.00 - $165,300.00

• Medical, dental, vision and life insurance
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Pay

Base Salary Range: $114,000.00 - $165,300.00

• Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Schedule

Base Salary Range: $114,000.00 - $165,300.00

• Non-sales positions have the opportunity to participate in a bonus program.
• Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance.

What sets you apart

• Experience working in regulated industries such as financial services, healthcare, or insurance.
• Strong analytical and problem-solving skills with the ability to make data driven decisions.
• Experience supporting retirement plan administration, defined contribution recordkeeping, wealth management, or financial services platforms.
• Experience with enterprise reporting platforms, business intelligence, or customer analytics.
• Experience with authentication, identity and access management (IAM), single sign on (SSO), multi factor authentication (MFA), or user provisioning.
• Experience working with APIs and enterprise integrations.
• Experience with Figma, Jira, or similar Agile planning tools.
• Experience partnering with Cybersecurity and Enterprise Architecture organizations.
• Experience using customer insights and product analytics to drive product decisions.

What we offer you

• An array of diverse and inclusive benefits regardless of where you are in your career.
• A medical, dental, vision and life insurance plan.
• A retirement savings plan with generous company matching contributions (up to 6%).
• Financial advisory services, potential company discretionary contribution, and a broad investment lineup.
• Tuition reimbursement up to $5,250/year.
• A business-casual environment that includes the option to wear jeans.
• A generous paid time off program upon hire, including a paid time off program plus ten paid company holidays and three floating holidays each calendar year.
• A paid volunteer time program.
• A leave of absence program – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA).
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all.

Equal opportunity employer

We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

Drug-free workplace

We are a drug-free workplace and all pre-employment offers of employment are contingent upon receipt of a negative drug test.

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