Product Manager - Financial Planning

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The Product Manager for Financial Planning will drive the company’s strategic initiatives, aligning product offerings with measurable client and business outcomes. By defining an actionable product strategy and building relationships with business leaders, the Product Manager will integrate product and business strategies to deliver value.

To deliver value, the Product Manager will craft and present business cases for product epics, document requirements for product features, and communicate ideas through presentations and appropriate artifacts. Collaborating with functional leaders and subject matter experts, they will ensure timely, business-ready product releases. Utilizing customer understanding and proven technologies, the Product Manager will identify and implement innovative solutions that meet client needs.

To measure success, the Product Manager will define and continuously monitor product and client experience metrics to ensure value capture. Supporting sales and marketing, they will ensure clear messaging and effective business-building tactics, reinforcing our position as the leader in financial services for our Nation’s military families and driving company growth.

What will you be doing?

Product Vision And Strategy

1. Define an actionable product strategy and roadmap prioritized by measurable client and business outcomes.
2. Build and maintain relationships with business leaders to align product strategy with business strategy.
3. Collaborate with CX and UX teams to conduct qualitative and quantitative customer research to gather insight and understand personas and needs.
4. Evaluate emerging technologies and relevant innovative propositions to identify new opportunities.

Proposition Development And Delivery

1. Write and present the business case for digital products and related opportunities.
2. Document product feature requirements and artifacts to support the product development process.
3. Clearly communicate compelling ideas (using presentations, wireframes, prototypes, etc.) to a wide range of stakeholders.
4. Collaborate with System and Solution Architect/Engineering to jointly sequence the Architectural Runway that will host new business functionality.
5. Collaborate with functional leaders (e.g. Training, Adoption, Change-Management, Marketing, etc.) and subject matter experts to ensure features are released in a business-ready and timely manner.
6. Collaborate with Agile Release Trains (ARTs) and third-parties (as applicable) to build the required features.

Product Management And Measurement

1. Utilize an evidence-based method for Product decision-making including but not limited to opportunity prioritization and client understanding.
2. Be accountable for capturing identified value propositions in the business case and product roadmap.
3. Be accountable and responsible for product metrics, including commercial and noncommercial goals through continuous monitoring and measurement.
4. Be accountable for client experience and satisfaction metrics through continuous monitoring and measurement.
5. Provide support to sales and marketing to agree on business-building tactics, activities, and targets and to ensure that value proposition and messaging are clear.

What skills/qualifications do you need?

Education

1. Bachelor’s degree required (may consider experience in lieu of degree)
2. Master’s degree preferred

Work Experience

1. 10+ years work experience
2. Related Financial Services industry experience, specifically Financial Planning, including an understanding of industry digital trends and technology stacks
3. Experience with Envestnet’s MoneyGuide product
4. Product management experience, including going through a full product lifecycle (from launch to maturity)
5. Previous experience in technical product development is desirable
6. Related technology background is desirable, particularly in the area of digital experience platforms and web and mobile technologies
7. Agile and/or Scaled-Agile (SAFe) experience

Certifications

The preferred candidate will hold a current Certified Financial Planner (CFP) credential. They may also hold one or more certifications in the following areas:

1. Product Management
2. Agile and Scaled-Agile (SAFe)
3. Platform and Technology
4. Process Improvement
5. Financial Services

Required Knowledge, Skills And Abilities

Knowledge

1. Relevant market and industry trends, including consumer, regulatory, legal, and technology
2. Target personas and segments, overall market landscape
3. Familiarity with digital technologies and industry tech stacks
4. Company strategy, brand and value proposition
5. Best practices and emerging trends related to innovation and go-to-market
6. Agile development methods
7. Ideation and opportunity identification methods

Skills

1. Ability to conduct market, competitor, and customer research to gather insight, assess market opportunities, and make the case for investment
2. Digital product strategy definition
3. Digital product lifecycle management
4. Ability to coordinate with digital product engineering and other functions for product development and delivery
5. Communication, relationship-building, and influencing skills

Abilities

1. Deep curiosity about customers, technology, and industry trends
2. Visionary and forward-thinking, able to transfer a product vision into an outcome
3. Strategic thinking
4. Creative and innovative
5. Exhibits analytical, rational, and logical thinking for optimal problem-solving
6. Empathetic to clients, advisors, and users
7. Collaborative
8. Detail-oriented, well organized, efficient with time management

Product Manager - Financial Planning