Note: The job is a remote job and is open to candidates in USA. Harrison Gray Search is recruiting for an unnamed fee-only, majority employee-owned registered investment advisor. The Senior Product Manager owns a product pod’s roadmap and delivery, partnering with business leaders, advisors, engineering, operations, and compliance to improve the firm’s wealth-management technology and advisor experience.
Responsibilities
- Own and defend the product vision, roadmap, and priorities for the assigned pod's internally developed and third-party integrated applications
- Set pod-level OKRs and align initiatives with the firm's strategic objectives, advisor needs, client experience goals, and regulatory requirements
- Identify and champion opportunities to automate workflows, improve operational efficiency, and create competitive differentiation through technology
- Develop and present business cases, trade-off analyses, and success metrics for major product initiatives, including resourcing asks
- Translate ambiguous or competing business requirements into clear product requirements, user stories, acceptance criteria, and functional specifications
- Own backlog prioritization for the pod based on business value, customer impact, technical feasibility, and regulatory considerations
- Partner with engineering leads, including outsourced development partners, throughout the Agile development lifecycle, including scoping and sequencing multi-quarter initiatives
- Lead sprint planning, backlog refinement, testing, user acceptance, and product releases for the pod
- Establish quality bars and iterate based on continuous feedback and usage data
- Serve as the pod's primary liaison between business leadership and technology teams
- Act as the product partner to the pod's business-leadership counterpart, jointly accountable for adoption outcomes
- Engage advisors, operations, compliance, client service, and executive leadership directly to gather feedback and validate priorities
- Facilitate workshops, product demonstrations, and roadmap reviews for cross-functional and executive audiences
- Communicate product strategy, timelines, risks, and release plans to stakeholders at all levels, including executive leadership
- Analyze advisor workflows across a diverse, geographically distributed advisor base and identify opportunities to simplify processes and improve usability
- Leverage customer feedback, analytics, and operational metrics to drive product enhancements and prioritization decisions
- Champion user-centered design principles and drive adoption of new capabilities across offices
- Own relationships with third-party technology providers and integration partners relevant to the pod, including contract and renewal discussions
- Evaluate new technology solutions, lead build-vs-buy analysis, and recommend enhancements to the firm's technology ecosystem
- Direct API integrations and data exchange between portfolio management, CRM, custodial, financial planning, and reporting systems
- Partner with Compliance, Information Security, and Legal teams to ensure the pod's products meet applicable regulatory requirements
- Incorporate security, privacy, and governance requirements into product planning from the outset of major initiatives
- Own audit readiness and documentation for the pod's technology initiatives
Skills
- Bachelor's degree in Computer Science, Information Systems, Business, Finance, or a related field
- Product management, business analysis, or technology product ownership experience within an RIA, wealth management, broker-dealer, or wealthtech organization
- Familiarity with how advisors work and what advisory leadership needs from technology is required
- 5+ years of software product management experience is the target, including demonstrated ownership of a product area or roadmap with minimal oversight. The firm will consider less experienced candidates with a strong wealth background and exceptional track record
- Strong understanding of software development lifecycles and product management methodologies, with experience shaping process for a team rather than only following it
- Excellent analytical, communication, and stakeholder management skills, including experience presenting to and influencing executive stakeholders
- Experience translating complex, sometimes competing business requirements into technical solutions and defensible trade-offs
- Demonstrated ability to operate independently in an ambiguous, early-stage environment
- MBA or advanced degree a plus
- Hands-on experience with advisor technology platforms such as Tamarac, Orion, Salesforce, eMoney, MoneyGuide, trading, document management, and client portals
- Knowledge of custodial platforms and financial data integrations, including data aggregation or data lake initiatives
- For the analytics pod: Power BI and digital marketing analytics experience
- For the intelligence pod: experience shipping AI agents or LLM-based features, including governance, model tuning, and cost management
- Experience mentoring or informally leading other product managers
- Experience integrating or migrating technology stacks following an acquisition or merger
Benefits
- Annual team-based incentive/bonus opportunity
- Equity ownership opportunity following demonstrated performance in the role
- Comprehensive medical, dental, and vision coverage effective day one
- HSA/FSA options
- Company-paid life, AD&D, and disability
- 401(k) with company match (Roth and Traditional)
- Generous PTO
- At least 10 paid holidays
- Parental leave
- Summer hours
- Remote, US-based; periodic in-person team sessions approximately every six to eight weeks, most often in Chicago or the Philadelphia/Princeton area
Company Overview