Vice President of Product, Advisor Experience

Role overview Set the direction for advisor-facing product experience across a financial advisory platform, with accountability for reducing friction and giving advisors more time with clients. The role owns both a shared roadmap with a platform partner and an internal roadmap for differentiated capabilities, working closely with business and technology leaders from problem definition through launch.

Responsibilities - Define the target advisor experience and roadmap across routines, dashboards, action plans, team configuration, staffing, and experience measurement. - Establish a clear intake and prioritization process, communicate trade-offs, and make request status and decisions understandable to stakeholders. - Lead the partner relationship and joint roadmap, align priorities and dependencies, and represent internal needs in roadmap and steering discussions. - Set the internal roadmap for differentiated workflows, including AI-enabled assistance, permissions, field-level security, and advisor performance and compensation views. - Reduce unnecessary steps and handoffs in high-volume tasks and coordinate with teams responsible for related advisor and client platforms. - Define and use outcome measures, including advisor satisfaction, productivity, and platform telemetry, to assess whether changes are improving the experience.

Requirements - The source describes end-to-end product ownership, roadmap leadership, stakeholder prioritization, and cross-functional platform coordination, but does not provide a formal qualifications list.

Benefits and work setup - The role is described as having a flexible, national footprint. - Benefits include medical, dental, and vision plans; health savings and dependent care accounts; disability and life coverage; paid holidays and paid time off; and an employer-matched retirement plan. - Additional benefits listed include eight weeks of paid parental leave, adoption assistance, employee assistance, concierge services, pet insurance, and access to financial planning at preferred pricing.