Our client is looking for an experienced Product leader to Head their Product Management Group in order to drive strategy and delivery of both marketing services and marketing technology platform. In this role, the Head of Product Management would have both Product Management groups – marketing services and marketing technology as direct reports. The position will be on the Executive Team and report directly to the CEO.



  • You are experienced with product management and maintain a deep knowledge of agile methodologies, product strategy and user experience.

  • You understand the importance of the financial advisor experience to improve impact and success for advisors.

  • You understand the available marketing service tactics related to client acquisition, conversion and retention for financial advisors ranging from workshops to appointment and email and social media.

  • You have excellent leadership, communication and relationship building skills.

  • You are a curious person that adapts quickly and enjoys a dynamic and constantly evolving environment.

  • Strong understanding of APIs, Dev Portals- including experience working on products with developer facing interfaces and shipping elegant customer-facing products.

  • 10+ years of demonstrated experience in platform product management.

  • Experience in FinTech or Wealth Management.

  • 5+ years’ experience in product management related to Marketing Technologies or platforms.

  • Understand software development life-cycle principles and online services management.

  • Experience working with diverse teams and partners across complex organizations to achieve results.

  • Strong project management skills and demonstrated ability to coordinate multiple parties to deliver a product



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