Senior Product Manager

Senior Product Manager

Harrison Gray Search is partnering with a nationally recognized, fee-only, majority employee-owned RIA to identify a Senior Product Manager. Our client is investing meaningfully in its technology platform to support a growing, geographically distributed advisor base, and this role owns the roadmap for one of the firm's core product pods. It sits at the intersection of business strategy, advisor experience, and engineering execution, and reports directly to the Chief Product Officer.

The Senior Product Manager leads the roadmap, development, and enhancement of technology solutions that support the wealth management business. As a privately held Registered Investment Advisor, our client is committed to delivering exceptional client experiences through innovative technology, operational excellence, and fiduciary-driven advice.

The Senior Product Manager operates with a high degree of autonomy, sets and defends priorities directly with business leadership, and partners with engineering, operations, compliance, and advisors across a growing and geographically distributed advisor base. This role requires seasoned product management judgment, the ability to navigate ambiguity, and a strong understanding of financial services technology and regulatory constraints.

Product Strategy & Roadmap

• Own and defend the product vision, roadmap, and priorities for the assigned pod's internally developed and third-party integrated applications
• Set pod-level OKRs and align initiatives with the firm's strategic objectives, advisor needs, client experience goals, and regulatory requirements
• Identify and champion opportunities to automate workflows, improve operational efficiency, and create competitive differentiation through technology
• Develop and present business cases, trade-off analyses, and success metrics for major product initiatives, including resourcing asks

Product Development

• Translate ambiguous or competing business requirements into clear product requirements, user stories, acceptance criteria, and functional specifications
• Own backlog prioritization for the pod based on business value, customer impact, technical feasibility, and regulatory considerations
• Partner with engineering leads throughout the Agile development lifecycle, including scoping and sequencing multi-quarter initiatives
• Lead sprint planning, backlog refinement, testing, user acceptance, and product releases for the pod
• Establish quality bars and iterate based on continuous feedback and usage data

Stakeholder Management

• Serve as the pod's primary liaison between business leadership and technology teams, including representing the pod at the monthly Product & Business Council and quarterly QBR
• Act as the product partner to the pod's named business-leadership counterpart, jointly accountable for adoption outcomes
• Engage advisors, operations, compliance, client service, and executive leadership directly to gather feedback and validate priorities, including through the firm's quarterly Advisor Advisory Board
• Facilitate workshops, product demonstrations, and roadmap reviews for cross-functional and executive audiences
• Communicate product strategy, timelines, risks, and release plans to stakeholders at all levels, including executive leadership

User Experience & Process Improvement

• Analyze user workflows across a diverse, acquisition-driven advisor base and identify opportunities to simplify processes and improve usability
• Leverage customer feedback, analytics, and operational metrics to drive product enhancements and prioritization decisions
• Champion user-centered design principles and drive adoption of new capabilities across offices, including newly onboarded acquisitions

Vendor & Platform Management

• Own relationships with third-party technology providers and integration partners relevant to the pod, including contract and renewal discussions
• Evaluate new technology solutions, lead build-vs-buy analysis, and recommend enhancements to the firm's technology ecosystem
• Direct API integrations and data exchange between portfolio management, CRM, custodial, financial planning, and reporting systems

Compliance & Risk Management

• Partner with Compliance, Information Security, and Legal teams to ensure the pod's products meet applicable regulatory requirements
• Incorporate security, privacy, and governance requirements into product planning from the outset of major initiatives
• Own audit readiness and documentation for the pod's technology initiatives

Leadership Responsibilities

No formal direct reports. Provides mentorship, technical and product guidance, and work-in-progress review for one or more Product Managers or Associate Product Managers within the pod, and may lead hiring and onboarding for pod-level product roles as the team scales.

Role-Specific Performance Standards

• Own pod-level roadmap outcomes and OKRs, delivering high-quality software products on time and within scope
• Improve operational efficiency through automation and workflow optimization across the pod's product area
• Enhance client and advisor experience through intuitive digital capabilities, measured by adoption and satisfaction metrics
• Ensure solutions comply with required and desired regulatory compliance, with minimal escalations from audit or compliance review
• Represent the pod credibly and independently in front of executive leadership and the Advisor Advisory Board

Qualifications

Education

• Bachelor's degree in Computer Science, Information Systems, Business, Finance, or a related field. MBA or advanced degree a plus.

Experience

• 5+ years of software product management, business analysis, or technology product ownership experience, including demonstrated ownership of a product area or roadmap with minimal oversight
• Strong understanding of software development lifecycles and product management methodologies, with experience shaping process for a team rather than only following it
• Demonstrated experience mentoring or informally leading other product managers
• Excellent analytical, communication, and stakeholder management skills, including experience presenting to and influencing executive stakeholders
• Experience translating complex, sometimes competing business requirements into technical solutions and defensible trade-offs

Preferred Qualifications

• Prior experience as a product lead, senior product manager, or product owner within an RIA, wealth management, investment management, fintech, or financial services organization
• Familiarity with advisor technology platforms such as CRM, portfolio management, financial planning, trading, document management, and client portals
• Experience integrating or migrating technology stacks following an acquisition or merger
• Knowledge of custodial platforms and financial data integrations

Compensation & Benefits

• Competitive base salary, commensurate with experience
• Annual team-based incentive/bonus opportunity
• Equity ownership opportunity following demonstrated performance in the role
• Comprehensive medical, dental, and vision coverage effective day one
• HSA/FSA options, company-paid life, AD&D, and disability
• 401(k) with company match (Roth and Traditional)
• Generous PTO, at least 10 paid holidays, parental leave, summer hours

Why This Opportunity

• Direct roadmap ownership for a core product pod at a nationally recognized RIA at meaningful scale
• Direct report to Chief Product Officer, with executive-level visibility and influence over the firm's technology strategy
• Real integration and platform work driven by an active M&A pipeline in wealth management
• Majority employee-owned firm with meaningful long-term equity upside for team members who perform
• Modern product org: pods, OKRs, Agile, direct partnership with named business-leadership counterparts