Principal Product Manager

Overview

At Advisor
360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement.

What sets us apart? It’s not just the tech (though it’s best-in-class). It’s the people, the purpose, and the passion behind everything we do.

We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management.

As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. Join us, and be part of a company that's not only moving fast—but making it count.

This role is hybrid, requiring three days per week onsite in our Needham, MA headquarters.

• Independently coordinates research, continuous customer discovery, and analysis to inform strategic roadmap priorities for their product area and is recognized SME in that domain.
• Manages on-time execution, takes charge of project prioritization, collaborates with development and design teams, and ensures alignment with roadmap goals.
• Effectively and persuasively documents, presents, and communicates product concepts such as requirements and vision readouts to all audiences, from development to the Executive Leadership Team (ELT).
• Manages and is accountable for end-to-end product and functional launches for their product area. Collaborates closely with Training, Marketing, ILs, and CS&O teams to produce and execute effective market entry strategies, ensures training materials are ready, and aligns messaging with the roadmap.
• Prioritizes thesis-driven development by independently defining, monitoring, and analyzing qualitative and quantitative product performance metrics to iterate towards value creation. Actively participates in and drives performance and monitoring improvement initiatives by collaborating with cross-functional teams to gather data and insights for performance assessment.
• Manages and engages with clients independently, being a key client SME in their product area. Works to develop and maintain a collaborative, empathetic relationship. Is mindful of client-level strategic initiatives at the executive and functional levels and strives to be seen as a proactive partner.
• Leads cross-functional meetings and actively fosters communication among stakeholders to achieve project success and alignment of goals across teams.
• Continuously evaluates, proposes, and assists in implementing changes to the SDLC, PDLC, and other processes by collaborating across teams and promoting adoption.
• Actively mentors and guides reports, providing expertise and support in their growth and development within the product management domain.

• 6+ years’ experience with financial services software, as either supplier or user.
• Strong conceptual knowledge of structured data, database design, and database development, with RDBMS tools such as Microsoft SQL or Postgre
  
  SQL.
• Experience with cloud-based data platforms such as Snowflake is desired.
• Candidates with a strong background in or experience with Financial Investment Data aggregation, normalization, enrichment, and reconciliation are preferred.
• Experience in scoping and planning UI and UX requirements for products that are data-driven.
• Experience working with product scope that crosses the boundaries of several teams, including multiple product teams and engineering teams.
• Well-rounded understanding of the needs of financial advisors and their clients.
• Experience in creating and iterating to a great customer experience backed by qualitative and quantitative data.
• Ability to understand and participate in technical system design discussions.
• Fu…