Digital Product Manager

Job Description

About the role:

This role supports critical workstreams under a larger initiative to reimagine the Advisor portfolio management experience within a multi-year program for Wealth Management. In this role, you will support the design, development, and evolution of advisor-facing digital capabilities that modernize how portfolios are constructed, managed, and monitored across the firm.

This role blends strategy + execution - turning a future state vision into actionable product plans, working day-to-day with cross-functional stakeholders to bring new experiences to life.

Key responsibilities:

Product strategy & road mapping

• Drive a defined product workstream(s) aligned to the Portfolio Management Reimagined vision
• Break down high level strategy into actionable project plans, milestones, and product backlog

Client & advisor discovery

• Build strong relationships wi...