Job Description

Job Description

Our client is a fast-growing, advisor-focused financial services platform that supports independent financial professionals with modern technology, operational infrastructure, and strategic support. Their mission is to help advisors scale efficiently, deliver exceptional client experiences, and operate high-performing, future-ready businesses through a powerful and flexible digital ecosystem.

With a strong culture of innovation and partnership, our client continues to invest heavily in technology and product capabilities to support the next generation of wealth management.

The Opportunity

Our client is seeking a Director of Product Management, Advisor Technology Ecosystem to own the strategy, evolution, and performance of their advisor-facing technology partner ecosystem. This leader will be responsible for shaping the platform’s product direction, guiding third-party integrations, and ensuring advisors have access to a modern, cohesive, and high-impact digital experience.

This is a highly visible leadership role that partners closely with executive leadership, technology, operations, and business stakeholders to drive measurable outcomes for advisors and the firm.

What You’ll Be Responsible For

Product Strategy & Ecosystem Vision

• Define and execute the long-term strategy for the advisor technology ecosystem, with a focus on scalability, usability, and business impact.
• Own the roadmap for integrated third-party solutions across the platform.
• Evaluate, select, and onboard wealth technology partners that improve advisor productivity, client experience, and operational efficiency.
• Align product and ecosystem strategy with enterprise business priorities.

Leadership & Team Development

• Build, lead, and mentor a team of product leaders and domain experts.
• Create a high-performance culture focused on ownership, accountability, and continuous improvement.
• Establish clear goals, priorities, and development paths for the team.

Platform & Vendor Management

• Oversee the integration and lifecycle management of third-party technology partners.
• Lead vendor governance, including performance management, QBRs, commercial negotiations, and strategic alignment.
• Define and track KPIs to measure adoption, satisfaction, business impact, and ROI.

Delivery & Execution

• Partner with engineering and architecture teams to ensure integrations are secure, scalable, and reliable.
• Implement feedback loops with advisors and internal stakeholders to continuously improve the ecosystem.
• Use data, usage analytics, and market insights to drive prioritization and investment decisions.

Cross-Functional Leadership

• Work closely with Technology, Operations, Compliance, and Advisor Experience teams to ensure seamless delivery and support.
• Serve as the internal champion for advisor needs in all product and platform decisions.
• Regularly communicate strategy, progress, and outcomes to executive leadership.

Innovation & Market Awareness

• Stay ahead of trends in wealth management technology and advisor platforms.
• Make informed recommendations on emerging tools, platforms, and capabilities.
• Ensure the ecosystem evolves to support the firm’s growth and future operating model.

What Our Client Is Looking For

• Bachelor’s degree in Business, Finance, Technology, or a related field (MBA preferred).
• 10+ years of experience in product, platform, technology, or business architecture roles.
• At least 7 years in a senior leadership or people management role.
• Strong background in:
• Enterprise platforms, ecosystems, or large-scale technology environments
• Wealth management, financial services, fintech, or advisor platforms
• Product strategy, platform governance, and vendor ecosystems
• Proven ability to operate at both strategic and execution levels.
• Strong executive presence and stakeholder management skills.

Why This Role Is Compelling

• Executive visibility and strategic impact
• Ownership of a critical, revenue- and experience-driving platform ecosystem
• Opportunity to shape the future of advisor technology at scale
• Lead a growing, high-impact product organization

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