VP, Product Management – W2 & Affiliate Models

Role Overview

• Own the centralized intake process and prioritization framework for all W2 and Affiliate advisor product requests
• Define and manage a consolidated backlog spanning onboarding, office enablement, infrastructure, third‑party tools, and platform enhancements
• Develop and maintain a transparent product roadmap with defined priorities, dependencies, and sequencing aligned to business outcomes
• Serve as Product Owner during PI planning and execution, aligning scope, objectives, and delivery commitments with Technology and EPMO
• Track delivery progress, manage risks and dependencies, and make scope trade‑off decisions based on capacity and business value
• Define product requirements for advisor onboarding, office deployments, infrastructure upgrades, and hardware enablement
• Establish and evolve standardized solutions (e.g., Network‑in‑a‑Box, Office‑in‑a‑Box) to improve scalability and supportability
• Ensure integration of onboarding and enablement solutions with identity, access, email, and downstream systems
• Own lifecycle management of third‑party tools, including evaluation, implementation, adoption tracking, and decommissioning
• Ensure third‑party solutions align with advisor workflows, compliance requirements, and enterprise architecture strategy
• Define launch readiness criteria and coordinate go‑to‑market activities with Communications, Training, and Service teams
• Establish feedback loops and monitor adoption metrics to drive continuous product improvement
• Serve as the primary product partner to Business and Field leadership
• Drive cross‑functional execution across Product, Technology, EPMO, Operations, Compliance, and Service
• Provide consistent reporting on roadmap progress, delivery performance, and product outcomes

Requirements

• 8+ years of experience in product management, product ownership, or a related discipline
• 5+ years of experience managing end‑to‑end product delivery within a cross‑functional environment (Technology, Operations, Compliance)
• Experience owning and managing product backlogs, roadmaps, and prioritization frameworks in an Agile environment
• Experience serving as Product Owner in PI planning and delivery execution processes
• Bachelor’s degree in Business, Technology, or a related field

Benefits

• 401K matching
• health benefits
• employee stock options
• paid time off
• volunteer time off