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US 8w paternity

  • Lead the product roadmap for Advisor Experience, driving tools that improve advisor efficiency and client outcomes.
  • Build AI-powered features like Aspen AI for meeting prep and transcription to give advisors more time.
  • Partner with Wealth Operations & Experience to drive key metrics including Net Revenue Retention and Client NPS.

Product Management Financial Services Wealth Management Cross-functional Leadership Data Analytics

20 jobs similar to Director, Product Management (Advisor Experience)

Jobs ranked by similarity.

Canada Unlimited PTO

  • Set the vision and strategy for Agent Experience, defining what world-class agent tooling looks like at Affirm.
  • Lead and develop a team of PMs, managing and coaching them to sharpen product judgment and improve execution.
  • Drive AI-first transformation in servicing by identifying where AI and automation can improve agent efficiency and reduce customer friction.

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without hidden fees or compounding interest. The company offers competitive benefits including 100% subsidized medical coverage, dental and vision for you and your dependents.

$300,000–$375,000/yr
US Unlimited PTO 16w maternity 16w paternity

  • Define the CX product vision and strategy, from AI-powered resolution to agent tooling.
  • Build and lead a team of PMs to reduce cost-to-serve while improving satisfaction.
  • Own the AI resolution layer, proactive engagement, and feedback loops connecting support to product.

Headway is building a new mental healthcare system by automating insurance admin for providers. With over $325M in funding and 75,000+ providers across all 50 states, it is a Series D company focused on scaling access to therapy.

Europe 4w PTO

  • Lead a team of Product Managers to drive business outcomes across core product domains.
  • Ensure roadmap coherence, delivery predictability, and cross-functional alignment.
  • Hire, coach, and develop Product Managers, fostering ownership and accountability.

Fundraise Up is a global fundraising platform that helps nonprofits increase donations through fast, seamless, and accessible technology. With a team of 160+ product professionals and a 4.9/5 rating, we serve leading organizations like UNICEF and the Alzheimer’s Association.

USA 8w maternity 8w paternity

  • Drives frictionless service delivery by partnering with advisors and client service staff to close skill gaps and champion process improvement.
  • Designs and delivers onboarding and ongoing training for wealth management teams, including AI literacy and tool adoption.
  • Serves as the voice of WM teams, identifying friction points and bringing structured recommendations to leadership.

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, and more. Serving over 31,300 families across 90+ cities, they are ranked #1 RIA firm by Barron’s and offer a flexible, national footprint with a diverse workforce.

$200,000–$230,000/yr
US Canada Unlimited PTO

  • Drive product strategy across customer experience, including dispatch, performance, settlement, and metering data.
  • Lead and grow a team of product managers, fostering a culture of extreme ownership and rapid velocity.
  • Build a scalable, self-serve customer experience to support new resource types, segments, and markets.

Voltus is the leading platform connecting distributed energy resources to electricity markets, delivering less expensive, more reliable, and more sustainable electricity. As a fully remote company, Voltus values doing well by doing good and fosters a culture of ownership and customer obsession.

$155,000–$160,000/yr
US Unlimited PTO

  • Define how AI agents move from advising to acting and resolving issues within customer governance.
  • Use agentic coding tools to prototype flows and produce working demos that settle debates faster than decks.
  • Communicate vision, roadmap, and value to customers, partners, and executives with clear writing and presentations.

Acquia empowers ambitious brands to create digital customer experiences using open source Drupal at its core. Headquartered in Boston, MA, Acquia is a Great Place to Work-Certified company and one of the world's top software companies.

$155,000–$175,000/yr
US

  • Own a product area across the full AI Development Lifecycle, framing ambiguous problems into clear strategy.
  • Use AI tools to prototype, build proofs-of-concept, and set AI-first build patterns for the team.
  • Mentor Product Builders and drive cross-functional alignment to deliver business outcomes.

New American Funding is a nationwide mortgage lender providing tailored home financing solutions. It fosters a fun and healthy team atmosphere.

$140,000–$150,000/yr
US Unlimited PTO

  • Own AI product strategy for investor workflows, building AI-native products that transform how public market investors consume and act on data.
  • Work directly with customers like hedge funds and asset managers to deeply understand workflows and pain points.
  • Collaborate across engineering, data, research, and design to ship high-quality, high-impact products.

YipitData is a leading market research and analytics firm for the disruptive economy. They operate globally with offices in the US, APAC, and India and have an award-winning, people-centric culture recognized by Inc. as a Best Workplace for three consecutive years.

US 4w PTO

  • Lead end-to-end product delivery from discovery through design, development, and measurement of post-launch success.
  • Leverage AI-assisted tools to prototype rapidly and accelerate feedback loops.
  • Drive customer and market research, define requirements, and prioritize features using data-driven decisions.

Continued is a leader in EdTech, empowering professionals and enhancing careers. We are a 100% virtual team with a tight-knit culture driven by curiosity and a love of learning, certified as a great workplace and ranked in Fortune's Best Workplaces.

$109,200–$136,500/yr
US Unlimited PTO 12w maternity 12w paternity

  • Lead product strategy and delivery for client engagements, from sprint planning to roadmap guidance.
  • Own backlog prioritization and engineering team accountability, using AI tools to accelerate work.
  • Collaborate with cross-functional teams to turn product thinking into shipped software that drives outcomes.

8th Light is a technology solutions consultancy that partners with organizations to build software products and platforms. Founded in 2006 and headquartered in Chicago, the company fosters an open, collaborative culture grounded in honesty and continuous education.

US

  • Define and socialize a long-term Shopping & Offers vision and strategy, translating it into clear roadmaps and decisions.
  • Manage a portfolio of consumer-facing surfaces (Home, Search, Profile) ensuring a simple and consistent experience across platforms.
  • Lead and grow a high-performing PM team, setting the bar for craft and cultivating a culture of ownership, rigor, and candor.

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest. The company is a remote-first industry leader with a fast-growing platform, operating with the agility of a startup while leveraging scale.

$180,000–$215,000/yr
US 16w maternity 16w paternity

  • Own the consumer acquisition and growth for Maven's direct-to-consumer business, focusing on the GLP-1 funnel from landing to conversion.
  • Build and run a high-velocity experimentation engine, defining metrics and driving decisions based on data.
  • Partner with cross-functional teams to ship quickly while maintaining care quality, and leverage AI to improve the product.

Maven is the world's largest virtual clinic for women and families, providing clinical, emotional, and financial support through a digital platform. With over 2,000 employers and health plans as clients and more than $425 million in funding, Maven has a strong culture recognized by awards like Fortune Best Places to Work.

US Unlimited PTO

  • Own product roadmap and backlog for a core area of the Verifiable platform, driving iterative improvements across APIs, AI agents, and front-end experiences.
  • Partner with engineering, design, and cross-functional teams to identify opportunities and ship AI-powered credentialing products with speed and quality.
  • Engage directly with customers and stay current on AI tooling and health tech trends to inform product strategy and execution.

Verifiable is a provider credentialing and network monitoring platform, delivering AI, API, and software solutions to help healthcare organizations optimize operations at enterprise scale. The company has grown to nearly 150 employees in 5 years, secured $47M in total funding, and values a scrappy, high-ownership culture where everyone takes end-to-end responsibility for meaningful work.

US

  • Manage and develop a team of Services Advisors, driving performance and accuracy in scoping services engagements.
  • Identify and implement AI-powered tools to automate manual work and speed up scoping and estimating.
  • Present scope of work directly to customers, build strong relationships with Sales and Services stakeholders, and manage active opportunity pipelines.

Applied Systems transforms the insurance industry with innovative software and services. With over 40 years of experience, the company fosters a culture built on values, teamwork, and diversity, making it a place where teammates can grow and have fun.

US

  • Partner with advisors to support proposals and client consultations, ensuring consistent application of Mariner's investment platform.
  • Serve as a primary point of contact between Investment Strategy team, advisors, and internal strategies, fostering collaboration.
  • Represent Mariner Investments as a client-facing authority across all client segments, from emerging affluent to UHNW.

Mariner Wealth Advisors is a wealth management firm serving clients from emerging affluent to ultra-high net worth. The company fosters a collaborative culture with a focus on professional growth and work-life balance.

US Canada

  • Own the roadmap and execution for customer workflow products, driving AI-native development and cross-functional collaboration.
  • Define product requirements and success metrics while conducting continuous customer research to validate decisions.
  • Partner with engineering and analytics teams on technical decisions, scalability, and integration strategies.

Jobgether is an AI-powered job matching platform that connects candidates with hiring companies through objective skill-based reviews. It is a growing technology company focused on transforming employment access, with a culture emphasizing curiosity, ownership, and collaboration.

$143,962–$143,962/yr
Global Unlimited PTO

  • Own the core product roadmap and define the 12–18 month strategy across Zipline's platform pillars.
  • Lead and develop a high-performing PM team, coaching them in strategic thinking and autonomous decision-making.
  • Champion AI-first product thinking, integrating AI into the core platform as a fundamental capability, not a bolt-on.

Zipline is a well-funded, rapidly growing SaaS company transforming how frontline teams work. We empower the world’s leading brands across retail, healthcare, logistics, and beyond to connect, align, and inspire their employees. We are a fully remote company with passionate employees across the U.S., Canada, and around the globe.

$135,000–$175,000/yr
Global

  • Define and execute on the product roadmap, prioritizing features and communicating timelines proactively.
  • Design interaction patterns for AI-assisted planning and automation, integrating AI agents into user workflows.
  • Lead cross-functionally with engineering, CS, sales, and marketing to ensure product direction alignment.

Distru is the #1 ERP in the Cannabis Industry, processing $3B in annual sales through its platform. The company is a fully remote and global team building software to streamline the supply chain for cannabis, with a strong culture rated 5/5 on Glassdoor.

US

  • Embed inside a Forward Deployed Experience Pod, working shoulder-to-shoulder with the client to redesign workflows around AI.
  • Own the workflow, KPIs, and alignment for your pod, measuring outcomes against KPIs, not features shipped.
  • Break complex business problems into composable, shippable work that can be delivered in days.

Valtech is an experience innovation company that helps brands unlock new value through data, AI, creativity, and technology. With over 6,000 employees, they foster a culture of creativity, diversity, and autonomy.

Global

  • Lead, coach, and develop three product managers to elevate their output.
  • Deliver the product roadmap from rules-based coaching to AI-adaptive personalized experiences.
  • Navigate cross-org complexity and align with Samsung Health HQ on nutrition pillar delivery.

We are pioneering the future of everyday care and health, connecting food, health, and home across the Samsung ecosystem. We are a remote-first team of more than 100 people in over 30 countries, united by our commitment to innovation and impact.