Digital Product Manager - Mid-Level

Digital Product Manager Intro
Our client's Digital Advisor Services team is focused on helping existing and future registered investment advisors (RIAs) run their practice efficiently and effectively through the continual buildout of industry-leading digital tools in the web, mobile, and messaging space. If done successfully, advisors will reward Advisor Services with greater trust as they custody more of their clients' assets with us.

Digital Product Manager Job Details
• Strategy: Envision the future and build the near-term roadmap for our web and mobile strategies centered on New Account Opening workflows.
• Execution: On all aspects of technology product development including the definition, creation, development, and implementation of the core solutions and processes.
• Client service: Serve clients by designing workflows that accomplish tasks the advisor wants completed (i.e., New Account, Money Movements, etc.)
• Partnership: Support client-facing employees in delivering new technical products to our clients.
• You will build products and experiences which enhance Advisor Services digital platforms and help to develop new ideas based on market analytics and interactions with partners, customers, and prospects.
• You will fulfill the product owner role in daily stand-up meetings, sprint planning sessions, and product demonstrations.
• You will work with technical counterparts to define product release requirements and investigate production issues as they arise.
• You may work with marketing communications to define the go-to-market strategy and provide relevant and concise updates to executive management teams.
• You may also serve as the internal and external evangelist for our product offering.

Digital Product Manager Mandatory Skills
• Strong product management skills and experience.
• Experience with New Account opening or other core brokerage/banking services (i.e., Transfer of Account, ACH, Wires, etc.)
• Strong AGILE experience REQUIRED.
• Docusign experience.
• Superior communication skills (written and verbal).
• Self-starter with outstanding organizational skills.
• Effective relationship builder-ability to partner cross-functionally, cross-enterprise, and work effectively with various levels of the organization as well as various personality types.
• Comfort in a dynamic and fast-paced work environment, with a positive attitude and solid work ethic.

Digital Product Manager Desired Skills
• Jira experience a PLUS.
• Good understanding and/or experience with financial services regulations is a plus.
• Knowledge of Agile methods and processes is a plus.
• Finance experience preferred.
• Experience with Advisors - highly attractive.
• Agile product mindset required.
• Ability to collaborate and communicate effectively with multiple teams.

Digital Product Manager Start Date
Anticipated Start Date: 9/23/2024

Digital Product Manager Location
Austin, Texas, United States (Hybrid, 3 days a week on-site)