Senior Product Manager, Advisor Analytics & Insights

Digital Solutions Opportunity in Financial Services  

Senior Product Manager, Advisor Analytics & Insights   

Location(s):  

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255  

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 

La Vista:12325 Port Grace Blvd, La Vista, NE 68128 

Oakdale: 7755 3rd St. N, Oakdale, MN 55128 

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702 

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be   located   at one of our hubs listed above and must be willing to   work   this schedule.  

Role   Type: Full-time, Exempt  

Salary :  $110,000 - $136,000  per year + annual performance-based bonus  

Actual compensation offered will be   determined   individually, based on   a number of   job-related factors, including location, skills, licensure, experience, and education.  

Our competitive compensation is just one   component   of   Osaic’s   total compensation package.   Additional   benefits include health, vision, dental insurance, 401k, paid time away, volunteer   days   and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits .  

Summary:  

Osaic is redefining digital experiences for financial professionals , creating solutions that help advisors, their teams, and their clients thrive in a rapidly evolving market. As a   Senior Product   Manager,   Digital Solutions , you will lead the discovery and delivery of innovative digital products, translating complex problems into actionable solutions that delight customers and drive business impact.  

In this role, you will own the end-to-end product lifecycle   for dashboards, performance insights, portfolio analytics, growth metrics, and practice intelligence tools  — from early-stage exploration and rapid prototyping to   validated   concepts and scalable production solutions  —  to   empower advisors to make informed, data-driven decision s . You will   collaborat e   closely with design, engineering, and business partners. You will   leverage   modern tools and AI-assisted workflows to accelerate learning, test hypotheses, and make data-informed decisions, ensuring that each product initiative delivers measurable value.  

We are seeking a product manager who thinks strategically, acts decisively, and thrives in dynamic, fast-moving environments. You will bring curiosity, analytical rigor, and a passion for creating exceptional customer experiences, shaping the future of digital solutions in financial services. At Osaic,   you’ll   have the opportunity to influence the market, drive innovation at scale, and work with some of the brightest minds in the industry.  

Education Requirements:  

Maste r’s degree preferred.   A minimum   of   bachelor's   degree   is   required .  

Responsibilities:  

• Own product discovery and strategy , defining and communicating a clear product vision, strategy, and roadmap grounded in customer needs, business   objectives , and validated learning.  

• Lead early-stage discovery through rapid experimentation , using research, prototyping, and AI-assisted tools to test hypotheses, explore solution options, and reduce risk before engineering investment.  

• Translate complex problems into clear, testable product concepts ,   leveraging   lightweight prototypes, interactive models, and structured artifacts to align stakeholders and teams on intent and outcomes.  

• Partner closely with design and engineering   to evolve validated concepts into scalable, production-ready solutions, ensuring clear handoffs while preserving engineering ownership of implementation.  

• Lead the end-to-end product lifecycle , from ideation through launch and post-launch optimization, balancing speed, quality, and long-term platform considerations.  

• Act as the voice of the customer , synthesizing market research, competitive insights, usability testing, and   direct   customer feedback into actionable product decisions.  

• Define success metrics and analyze performance , using qualitative and quantitative data to measure outcomes, inform prioritization, and guide iteration.  

• Manage trade-offs across scope, cost, schedule, and customer impact , making principled decisions that balance business goals with technical feasibility.  

• Communicate product progress and insights to senior leadership , using clear narratives, data, and visual artifacts to influence strategic direction.  

• S tay current on industry trends and emerging technologies , including AI-enabled product practices, to continuously improve product discovery, delivery, and customer experience .  

• All other duties as assigned.  

Basic Requirements:  

• 7+ years of product management experience , with   demonstrated   ownership of product strategy, discovery, and delivery in complex or fast-paced environments.  

• Strong product discovery and problem-framing skills , including the ability to translate ambiguity into testable hypotheses and actionable product direction.  

• Comfort with rapid prototyping and experimentation , using modern tools (e.g., design, no/low-code, or AI-assisted tools) to explore and   validate   ideas — not to replace engineering, but to accelerate learning and alignment.  

• Strong analytical capability , with experience defining metrics, interpreting data, and using insights to drive product decisions.  

• Excellent communication and storytelling skills , including experience presenting product strategy, trade-offs, and outcomes to senior leaders.  

• Demonstrated ability to lead cross-functional collaboration , partnering effectively with design, engineering, business, and operational stakeholders.  

• Working knowledge of modern product development methodologies  (Agile, Scrum, Kanban) and how they apply across discovery and delivery.  

Preferred Requirements:  

• Financial services industry experience , particularly with independent broker/dealers, RIAs, or advisor-facing platforms.  

• Experience using AI-assisted tools to accelerate product discovery , such as generating prototypes, simulating workflows, or exploring edge cases during early concept development.  

• Experience building portfolio analytics, performance reporting, or practice management dashboards , including f amiliarity with financial data domains including trades, holdings, client segmentation, billing, and compensation.  

• Experience embedding analytics within CRM , portfolio management, or advisor workstation platforms.  

• Strong technical fluency , enabling effective collaboration with engineering teams and informed decision-making around feasibility, architecture trade-offs, and sequencing (without owning production code).  

• Hands-on experience with customer research and usability testing , including translating insights into product direction and prototype iteration.  

• Proven ability to influence without authority , driving alignment across diverse teams and competing priorities.  

• Comfort   operating   with high autonomy ,   demonstrating   judgment, initiative, and accountability in ambiguous problem spaces.  

• Servant leadership mindset , providing guidance and clarity to scrum teams while offering thought leadership within your product domain.  

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.