Lead Product Manager

• Lead strategic initiatives focused on onboarding and supporting third-party applications for FiNet and First Clearing advisors
• Act as a relationship manager for vendors, guiding them through the full lifecycle—from onboarding and integration to ongoing support and optimization
• Develop and manage product roadmaps, including forecasting, prioritization, and delivery of enhancements aligned with advisor needs
• Conduct market research and analysis to evaluate vendor offerings and ensure competitive positioning
• Collaborate across WIM and Enterprise teams, including FiNet business leadership, technology, compliance, and operations
• Deliver initiative updates and communicate progress, risks, and outcomes to stakeholders and senior leadership
• Oversee risk management and ensure regulatory compliance throughout the vendor engagement process
• Utilize Agile tools such as JIRA and Confluence to manage product backlogs, track progress, and support delivery teams
• Mentor junior team members and contribute to a culture of innovation and continuous improvement

5+ years of Product Management, product development, strategic planning, process management, change delivery experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Proven experience managing third-party vendor relationships and integrations
• Strong understanding of brokerage operations and advisor platforms
• Experience supporting independent advisor channels (FiNet, First Clearing, or similar)
• Proficiency in Agile methodologies and tools (JIRA, Confluence)
• Ability to develop and execute product roadmaps and forecasting strategies
• Excellent communication, stakeholder management, and problem-solving skills
• Knowledge of regulatory and risk considerations in financial services

• Equal opportunity employer
• Hybrid work schedule
• Accommodation for applicants with disabilities available upon request