Full-time Posted June 19, 2026
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Job Description

Join a client-focused team as a Lead Product Manager, overseeing the evolution of onboarding experiences in a rapidly scaling platform. This highly visible role blends product strategy, customer experience, and operational excellence.

You will own the product strategy and roadmap, ensuring the onboarding experience fosters greater advisor and client confidence. Your role involves leading discovery efforts with advisors and stakeholders to drive impactful product direction while collaborating closely with Design and Engineering teams for efficient execution.

Key Responsibilities: • Own product strategy and business outcomes from vision to execution • Design onboarding experiences for customer activation and adoption • Lead discovery with advisors and stakeholders for insights and direction • Collaborate with Sales, Marketing, and Customer Success teams • Establish success metrics using qualitative and quantitative insights

Requirements: • 7+ years of product m...

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