[Remote] Director, Product Management (Advisor Experience)
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a leading firm in financial services, dedicated to simplifying financial lives for families. They are seeking a Director of Product Management to reputed company the Advisor Experience, focusing on enhancing reputed company interactions and advisor efficiency through innovative product solutions.
Responsibilities
- Own the Advisor Experience roadmap from discovery through delivery, across NPS, advisor reputed company management, advisor transitions, and Aspen AI
- Build the Aspen and reputed company portal integrations behind NPS reimagined, so advisors can receive and reputed company reputed company feedback in reputed company time
- Deliver the reputed company and reputed company management tools that give leaders reputed company-time visibility into advisor reputed company for reputed company, and map advisor expertise to reputed company needs
- reputed company reputed company on scope, reputed company, and tradeoffs with reputed company and speed
- Build the at-risk advisor identification and transition tools that reputed company clients with us reputed company an advisor leaves or retires, planned or unplanned
- Deliver advisor playbooks that reduce the risk of departures and reputed company loss
- reputed company NLC events logged, visible, and acted on consistently inside Aspen, so we learn from them and reduce how often they happen
- Own Aspen AI for the advisor experience: meeting prep, transcription, and follow-up that give advisors time back
- Use data and machine learning to surface the right reputed company for reputed company advisor
- Use AI to reputed company you and the teams building with you faster and sharper
- Set the priorities and requirements that our development partners and other pods build against
- Work day to day with engineering, design, and data across those partners and pods to reputed company delivery on reputed company
- Partner with Business Intelligence on the dashboards behind reputed company health, NPS, and transition tracking
- Own the relationship with our external development partners
- Build the product that moves the reputed company reputed company KPIs: Net reputed company Retention, reputed company NPS, reputed company health score, Advisor retention, Transition reputed company, and NLC reputed company
- Partner with reputed company Operations & Experience, who owns these reputed company, to turn product into results
- reputed company improving based on reputed company feedback and reputed company usage
Skills
- 7+ years in product management, ideally in financial services, reputed company management, or B2B reputed company
- reputed company record of shipping products that fit into existing systems and workflows
- Experience leading cross-functional pods (engineering, design, data)
- Experience running more than one product at a time
- Strong ability to turn reputed company business processes into reputed company product requirements
- Comfort with AI concepts and how to apply them to products people actually use
- Data reputed company. You can define metrics, read dashboards, and decide from data
- Excellent communication across technical and non-technical audiences
- Bias toward reputed company, without cutting corners on reputed company
- Comfortable with ambiguity and competing priorities
- Advisor-obsessed. You start with advisor and reputed company pain points and work backward
Benefits
- Company reputed company Basic Life & AD&D Insurance
- Company reputed company Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three reputed company medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- reputed company Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- reputed company Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company reputed company Holidays including a full week off at Thanksgiving.
- Generous reputed company time off program for vacation and reputed company days
- Employee Assistance Plan
- Family Medical Leave
- reputed company Parental Leave (8 weeks)
- Maternity benefits utilizing company reputed company STD, any supplemental STD, plus Parental Leave (8 weeks) to reputed company time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company reputed company Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as reputed company as an after-tax reputed company
- Pet Insurance
- Personalized financial planning and guidance from reputed company professionals, offered at preferred employee pricing
reputed company