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.
Mercer Advisors is a comprehensive financial services firm that integrates financial planning, investment management, tax, estate, and insurance to help families simplify their financial lives. With over 31,300 families served and a workforce where more than half are women, the company offers a flexible, national footprint and ranks #1 RIA firm by Barron's.
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.
Define and maintain the long-term vision and roadmap for Identity and Access capabilities across the Everway platform.
Lead the evolution from multiple legacy identity systems towards a unified platform foundation, including migration and adoption strategies.
Partner with engineering, architecture, and security teams on scalability, reliability, and build-versus-buy decisions.
Everway creates technology that helps everyone understand and be understood, building a more neuroinclusive world. They are a global community of over 800 employees spanning North America, UK, Europe, Australia, and New Zealand, with a culture that values curiosity, courage, and commitment.
Define product direction and requirements across trading, risk, CRM, and customer-facing systems in alignment with company priorities.
Partner with engineering, operations, compliance, and executive leadership to drive product discovery, workflow design, and feature definition.
Conduct ongoing competitor and industry research to identify product gaps and opportunities, and help shape the platform's future evolution.
Take Profit Trader is a high-growth proprietary trading firm handling hundreds of millions of dollars in trading volume. They are dedicated to innovation, operational excellence, and empowering traders globally, operating as a fully remote organization that values individuals with an entrepreneurial spirit.
Serve as the lead advisor for a dedicated client team, delivering proactive, personalized financial advice to moderate- and high-net-worth clients.
Guide clients through portfolio strategy, financial planning, retirement income, tax-efficient savings, and education planning.
Retain and grow assets under management by building trust and coordinating with your team to ensure a first-class client experience.
Empower is a financial services company dedicated to transforming financial lives through advice, people, and technology. They foster a flexible, inclusive culture with career development and volunteer opportunities, employing thousands of associates.
Drive commercial performance of the wealth segment client book with full P&L responsibility.
Set and own wealth segment pricing strategy, client segmentation, and product development.
Optimise customer economics through data-driven lifetime value, churn analysis, and pricing experimentation.
EXANTE is a wealth tech company providing centralized trading solutions and B2B financial infrastructure via its proprietary trading platform covering stocks, ETFs, bonds, futures, and options. With over 600 employees from 65 nationalities across 70 locations, it fosters a culture of rapid innovation and personal growth.
Define and execute the global product strategy for a fast-scaling payments platform.
Own the end-to-end product roadmap, balancing strategic vision with hands-on execution.
Collaborate with engineering, sales, and professional services to drive growth and product-market fit.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. They use technology to streamline the recruitment process, focusing on objective and fair candidate evaluation.
Define and drive the multi-year vision for Affirm Card across consumer experience, growth, and economics.
Build and scale a high-performing product organization, managing a team of PMs and PM leaders.
Drive business outcomes at scale, owning GMV, engagement, unit economics, and credit outcomes for the Card domain.
Affirm is reinventing credit to make it more honest and friendly, giving consumers flexibility to buy now and pay later without hidden fees or compounding interest. As a publicly traded fintech company with thousands of employees, Affirm promotes a remote-first culture and people-first values.
Define and execute product strategy for enterprise software platforms, managing the full lifecycle from vision to delivery.
Collaborate with engineering, sales, and support teams to drive cross-functional alignment and platform innovation.
Leverage customer insights and market trends to prioritize product roadmap and ensure competitive differentiation.
The company develops enterprise software platforms that enable organizations to make data-driven decisions. It fosters an inclusive and collaborative workplace culture with a focus on innovation and professional growth.