Vice President of Product, Advisor Experience
Confidential
Vice President of Product, Advisor Experience
About the Company
Expanding investment management firm
Industry
Investment Management
Type
Privately Held, Private Equity-backed
Founded
1985
Employees
501-1000
Categories
- Investing
- Finance
- Financial Advisers
- Consulting & Professional Services
- Financial Services
- Investment Services
Specialties
- holistic wealth management
- financial planning
- family wealth office
- investment management
- risk management
- asset protection
- estate
- tax and legacy planning
- and retirement plan design and administration
About the Role
The Company is seeking a Vice President of Product, Advisor Experience, to define and deliver an end-to-end product vision that improves advisors’ daily work and gives them more time to serve clients. The role owns advisor experience and platform roadmaps, including a joint roadmap with a strategic platform partner, and leads prioritization, intake, and build-versus-buy decisions. Responsibilities include reducing friction in common workflows, developing differentiated capabilities, and coordinating across platform teams to create a consistent experience. The leader will establish outcome measures, track adoption and productivity, partner closely with advisors and business stakeholders, and guide a cross-functional product team. Candidates should have 12 or more years of product management experience and at least five years leading product teams; senior director-level candidates may qualify with eight or more years of product experience and three or more years of leadership. The role requires experience shaping strategic vendor or platform partnerships, strong product prioritization and data-driven decision-making skills, and the ability to understand users’ workflows firsthand. Candidates should also bring familiarity with AI-enabled product development, including governance, adoption, and measuring productivity impact, along with strong communication and cross-functional relationship-building skills. Experience with advisor-facing products or workflow platforms is helpful but not required.
Hiring Manager Title
Chief Platform Officer
Functions
- Product Management
Vacancy posted 5 days ago
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