VP, Product Management – W2 & Affiliate Models

Responsibilities

• Own the centralized intake process and prioritization framework for all W2 and Affiliate advisor product requests
• Define and manage a consolidated backlog spanning onboarding, office enablement, infrastructure, third-party tools, and platform enhancements
• Develop and maintain a transparent product roadmap with defined priorities, dependencies, and sequencing aligned to business outcomes
• Serve as Product Owner during PI planning and execution, aligning scope, objectives, and delivery commitments with Technology and EPMO
• Track delivery progress, manage risks and dependencies, and make scope trade-off decisions based on capacity and business value
• Define product requirements for advisor onboarding, office deployments, infrastructure upgrades, and hardware enablement
• Evolve standardized solutions (e.g., Network-in-a-Box, Office-in-a-Box) to improve scalability and supportability
• Ensure integration of onboarding and enablement solutions with identity, access, email, and downstream systems
• Own lifecycle management of third-party tools, including evaluation, implementation, adoption tracking, and decommissioning
• Ensure third-party solutions align with advisor workflows, compliance requirements, and enterprise architecture strategy
• Define launch readiness criteria and coordinate go-to-market activities with Communications, Training, and Service teams
• Establish feedback loops and monitor adoption metrics to drive continuous product improvement
• Drive cross-functional execution across Product, Technology, EPMO, Operations, Compliance, and Service
• Provide consistent reporting on roadmap progress, delivery performance, and product outcomes

Requirements

• 8+ years of experience in product management, product ownership, or a related discipline
• 5+ years of experience managing end-to-end product delivery within a cross-functional environment (Technology, Operations, Compliance)
• Experience owning and managing product backlogs, roadmaps, and prioritization frameworks in an Agile environment
• Experience serving as Product Owner in PI planning and delivery execution processes
• Bachelor’s degree in Business, Technology, or a related field

Preferences

• Experience supporting financial services, wealth management, or advisor-facing platforms
• Familiarity with advisor onboarding processes, office enablement, or infrastructure deployment models
• Experience managing third-party vendor tools and integrations across evaluation, implementation, and lifecycle management
• Exposure to SAFe or scaled Agile delivery frameworks
• Experience defining standardized product offerings (e.g., hardware bundles, network solutions, or platform packages)