Digital Product Manager

Job Overview

We are seeking a Digital Product Manager to lead the development and adoption of our Product Integration Master (PIM) platform—a central hub that unifies financial product data across investments, banking, lending, and insurance. This role will be critical in delivering a single source of truth for client‑owned financial products, enabling seamless integration across enterprise platforms, regulatory compliance, and enhanced advisor and client experiences.

• Own the PIM Product Vision &
  
  Roadmap:
  
  Define and communicate a clear product strategy that aligns with enterprise priorities and delivers measurable business value.
• Lead Data Integration Initiatives:
  Drive integration of financial product data from custodians, carriers, and internal systems into PIM, ensuring accuracy, governance, and completeness.
• Deliver Business Value:
  Enable downstream use cases including advisor/ client 360 views, planning and recommendation solutions, compensation and recognition processing, and digital client experiences through client portal.
• Define & Manage Requirements:
  Translate business needs into product opportunities, features, user stories, acceptance criteria, and prioritized backlogs for engineering teams.
• Partner Cross‑Functionally:
  Collaborate with UX/CX, solution and data architects, engineering, QA, operations, compliance, and business product teams to deliver end‑to‑end solutions.
• Champion Adoption & Change Management:
  Work with stakeholders across the organization to drive adoption of PIM as the single source of product truth.
• Measure Success:
  Define KPIs (e.g., data completeness, system adoption, downstream usage) and continuously optimize to improve value delivery.

• Bachelor’s degree required (may consider experience in lieu of degree)
• Master’s degree preferred

• 5+ years of Product Management experience in financial services, digital platforms, or data‑driven products.
• Strong understanding of financial products (e.g., investments, retirement accounts, banking, lending, insurance) and how they serve client needs.
• Experience with data integration, data governance, or master data management (MDM) (preferred).
• Demonstrated ability to work with technical teams (engineering, data architecture, QA) and translate complex requirements into business outcomes.
• Track record of leading enterprise‑scale digital initiatives that cut across multiple systems and stakeholders.
• Excellent communication, collaboration, and change management skills.
• Experience working in complex integration environments using standards such as OFX, HL7, EDI, DTCC, and ACORD (preferred).
• Strong data analysis skills, with the ability to dig into details, validate data accuracy, and support data‑driven decision‑making (preferred).

• CSPO/PSPO, SAFe POPM, Pragmatic Institute
• CDMP, IIBA CBDA, or ACORD/DTCC certifications
• CFA or CFP or FINRA SIE / Series 7 or Series 65

• Deep Financial Services Domain Knowledge: A comprehensive understanding of financial products, including their data structures and lifecycle, across investments (e.g., mutual funds, annuities, retirement accounts), banking (deposits), lending, and insurance.
• Strong knowledge of data integration patterns, data governance, data quality, and the principles of establishing and maintaining a "single source of truth."
• Product Management Methodologies:
  Expert knowledge of the end‑to‑end product lifecycle, from discovery and strategy to delivery and optimization. Proficient in Agile (Scrum/Kanban) frameworks.
• Technical Acumen:
  Solid understanding of modern data architecture, APIs, cloud platforms, and data warehousing concepts. Familiarity with financial data interchange standards (e.g., ACORD, DTCC, OFX) is highly desirable.
• Regulatory & Compliance Awareness:
  Knowledge of the regulatory environment in financial services (e.g., FINRA, SEC) and its impact on product data and client reporting.

• Strategic Thinking & Roadmap Development
• Requirements Definition & Management
• Data Analysis & Validation
• Stakeholder Management
• Change Management & Product Evangelism

• Ability to Influence Without Authority
• Ability to Navigate Complexity
• Ability to Bridge Technical & Business Worlds
• Ability to Drive Execution
• Ability to Maintain a Customer‑Centric Focus