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The Product Manager drives a modern, digital-first content approach and ensures new platform features are successfully brought to market and supported across service, operations, compliance, and training teams. The ideal profile blends enterprise content management, organizational change leadership, customer experience design, and data-driven decision making within a financial advice / wealth management environment.
Job Responsibility:
Define, own, and execute an enterprise content management strategy and governance model
Lead organizational change to modernize customer-facing content and communications
Drive end-to-end digital content experience design using design thinking and Lean methods
Partner with product, engineering, service, operations, compliance, marketing, and training teams to support digital launches
Enable self-service and improved customer experiences through digital content strategies
Support go-to-market and release readiness for new digital capabilities
Lead and develop a small team (direct and matrixed) focused on content enablement and execution
Requirements:
7+ years of experience in enterprise content management within financial advice / wealth management
Proven ownership of content strategy and governance at enterprise scale
Strong organizational change management and transformation leadership
Experience designing digital content experiences using design thinking or Lean methodologies
Data- and analytics-driven decision-making mindset
Demonstrated leadership of both direct-report and matrixed teams
Ability to partner effectively with product, engineering, operations, service, compliance, and marketing stakeholders
Strong executive-level communication and presentation skills
Nice to have:
Background supporting digital platform launches or release readiness
Experience driving self-service and customer enablement strategies
Comfort operating in fast-paced, highly cross-functional environments