Note: The job is a remote job and is open to candidates in USA. EP Wealth Advisors is a wealth management advisory firm serving primarily high-net-worth individuals. The Product Manager, Enablement & Adoption leads product activation, launches, pilots, adoption, and Voice of Customer initiatives for financial advisors and field leaders, partnering with cross-functional teams to improve products and drive measurable business outcomes.
Responsibilities
- Lead product activation, including launch readiness, pilots, beta programs, targeted adoption efforts, and sustained use
- Translate products into clear advisor value propositions and create the positioning, messaging, use cases, demonstrations, and training needed for adoption
- Work directly with financial advisors, financial planners, portfolio managers, and field leaders to assess product performance, identify friction, and understand what drives engagement
- Build a structured Voice of Customer pipeline that turns questions, feedback, usage patterns, and unmet needs into actionable themes
- Partner with Product, Technology, Operations, Training, and business teams to translate customer insights into product improvements, roadmap priorities, and new concepts
- For selected priorities, lead discovery, business case development, cross-functional execution, and iteration, coordinating build or delivery with Product and Technology partners
- Define and track success measures across engagement, usage, satisfaction, and business impact, then lead improvements when results fall short
- Codify successful activation practices into scalable playbooks for launch planning, champion networks, communications, and enablement
Skills
- 5+ years of relevant experience and a record of driving adoption and measurable outcomes for products or programs
- Experience in one or more of the following: product marketing, go-to-market, sales or field enablement, customer success, Voice of Customer, product management, consulting, or a startup environment
- Strong customer and analytical instincts, with the ability to identify patterns in qualitative and quantitative signals and turn them into action
- Sound product and business judgment, including identifying root problems, prioritizing opportunities, testing assumptions quickly, and balancing speed with rigor
- Excellent storytelling, writing, and presentation skills, with the ability to make complex products simple and compelling for advisors and senior leaders
- High agency, comfort with ambiguity, and the credibility to create structure, build an initial solution, and move work forward across functions without direct authority
- Wealth management or fintech experience is preferred; curiosity, versatility, and the ability to learn quickly are equally important
Benefits
- 11 paid holidays and 2 floating holidays
- 3 weeks of paid time off (PTO)
- Paid parental leave
- Paid volunteer time
- Flexible work schedule
- Highly subsidized health, dental, and vision plans
- 401(k) retirement account with company match contributions
- Free mental health services, life insurance, and long- and short-term disability insurance
- Flexible spending accounts (FSA) and health savings accounts (HSA)
- Financial education
- Educational expense reimbursement
- Employee charitable donations
- Employee referral incentives
- Team-building activities
- Employee assistance program
Company Overview