Onboarding Experience Product Manager

Elevate the onboarding process as a Lead Product Manager, shaping experiences that enhance client and advisor engagement. This vital role merges product strategy with operational excellence and customer focus.

As a Lead Product Manager, you will drive the product strategy and oversee the onboarding roadmap. You'll engage closely with advisors, enterprise partners, and internal teams to identify opportunities and challenges that inform product direction, while partnering with Design and Engineering for rapid execution.

Key Responsibilities: • Own product strategy and roadmap from inception to execution • Develop onboarding experiences for enhanced customer activation • Conduct discovery efforts with advisors to inform product design • Collaborate with various teams for successful product launches • Use insights to establish and measure success metrics

Requirements: • 7+ years in product management within SaaS or fintech • Relevant experience in wealthtech or a...