Harrison Gray Search

Job Description Senior Product Manager Reports To: Chief Product Officer Department: Product Location: Remote, US-based. Periodic in-person team sessions, approximately every six to eight weeks, most often in Chicago or the Philadelphia/Princeton area. Compensation: $130,000 to $195,000 base, commensurate with experience Type: Exempt, full-time THE OPPORTUNITY Harrison Gray Search is partnering with a nationally recognized, fee-only, majority employee-owned RIA to identify a Senior Product Manager. Our client is investing meaningfully in its technology platform to support a growing, geographically distributed advisor base, and this role owns the roadmap for one of the firm's core product pods. It sits at the intersection of business strategy, advisor experience, and engineering execution, and reports directly to the Chief Product Officer. The firm recently appointed its Chief Product Officer and is building its product organization from the ground up. The central initiative is an internal advisor platform that consolidates the 15 to 20 systems advisors use daily (portfolio management, financial planning, custodial, CRM, and meeting tools) into a single firm-owned data layer and advisor experience, with an AI-driven intelligence layer on top. A pilot launches this fall, with firm-wide rollout planned for early 2027. These are the first product hires in that organization. The firm is hiring for up to three Senior Product Managers, each aligned to a distinct pod: the core advisor platform, business analytics and reporting (including Power BI dashboarding and marketing/digital lead data), and the AI intelligence layer (agents, model governance, and cost optimization). Candidates should indicate which pod best fits their background. POSITION SUMMARY The Senior Product Manager leads the roadmap, development, and enhancement of technology solutions that support the wealth management business. As a privately held Registered Investment Advisor, our client is committed to delivering exceptional client experiences through innovative technology, operational excellence, and fiduciary-driven advice. The Senior Product Manager operates with a high degree of autonomy, sets and defends priorities directly with business leadership, and partners with engineering (in-house and outsourced), operations, compliance, and advisors across a growing and geographically distributed advisor base. This role requires seasoned product management judgment, the ability to navigate ambiguity in an early-stage product organization, and a strong understanding of financial services technology and regulatory constraints. DUTIES AND RESPONSIBILITIES Product Strategy & Roadmap Own and defend the product vision, roadmap, and priorities for the assigned pod's internally developed and third-party integrated applications Set pod-level OKRs and align initiatives with the firm's strategic objectives, advisor needs, client experience goals, and regulatory requirements Identify and champion opportunities to automate workflows, improve operational efficiency, and create competitive differentiation through technology Develop and present business cases, trade-off analyses, and success metrics for major product initiatives, including resourcing asks Product Development Translate ambiguous or competing business requirements into clear product requirements, user stories, acceptance criteria, and functional specifications Own backlog prioritization for the pod based on business value, customer impact, technical feasibility, and regulatory considerations Partner with engineering leads, including outsourced development partners, throughout the Agile development lifecycle, including scoping and sequencing multi-quarter initiatives Lead sprint planning, backlog refinement, testing, user acceptance, and product releases for the pod Establish quality bars and iterate based on continuous feedback and usage data Stakeholder Management Serve as the pod's primary liaison between business leadership and technology teams Act as the product partner to the pod's business-leadership counterpart, jointly accountable for adoption outcomes Engage advisors, operations, compliance, client service, and executive leadership directly to gather feedback and validate priorities Facilitate workshops, product demonstrations, and roadmap reviews for cross-functional and executive audiences Communicate product strategy, timelines, risks, and release plans to stakeholders at all levels, including executive leadership User Experience & Process Improvement Analyze advisor workflows across a diverse, geographically distributed advisor base and identify opportunities to simplify processes and improve usability Leverage customer feedback, analytics, and operational metrics to drive product enhancements and prioritization decisions Champion user-centered design principles and drive adoption of new capabilities across offices Vendor & Platform Management Own relationships with third-party technology providers and integration partners relevant to the pod, including contract and renewal discussions Evaluate new technology solutions, lead build-vs-buy analysis, and recommend enhancements to the firm's technology ecosystem Direct API integrations and data exchange between portfolio management, CRM, custodial, financial planning, and reporting systems Compliance & Risk Management Partner with Compliance, Information Security, and Legal teams to ensure the pod's products meet applicable regulatory requirements Incorporate security, privacy, and governance requirements into product planning from the outset of major initiatives Own audit readiness and documentation for the pod's technology initiatives LEADERSHIP RESPONSIBILITIES No formal direct reports. As the product team scales, provides mentorship, technical and product guidance, and work-in-progress review for Product Managers or Associate Product Managers within the pod, and may lead hiring and onboarding for pod-level product roles. ROLE-SPECIFIC PERFORMANCE STANDARDS Own pod-level roadmap outcomes and OKRs, delivering high-quality software products on time and within scope Improve operational efficiency through automation and workflow optimization across the pod's product area Enhance client and advisor experience through intuitive digital capabilities, measured by adoption and satisfaction metrics Ensure solutions comply with required and desired regulatory compliance, with minimal escalations from audit or compliance review Represent the pod credibly and independently in front of executive leadership QUALIFICATIONS Education Bachelor's degree in Computer Science, Information Systems, Business, Finance, or a related field. MBA or advanced degree a plus. Experience Product management, business analysis, or technology product ownership experience within an RIA, wealth management, broker-dealer, or wealthtech organization. Familiarity with how advisors work and what advisory leadership needs from technology is required. 5+ years of software product management experience is the target, including demonstrated ownership of a product area or roadmap with minimal oversight. The firm will consider less experienced candidates with a strong wealth background and exceptional track record. Strong understanding of software development lifecycles and product management methodologies, with experience shaping process for a team rather than only following it Excellent analytical, communication, and stakeholder management skills, including experience presenting to and influencing executive stakeholders Experience translating complex, sometimes competing business requirements into technical solutions and defensible trade-offs Demonstrated ability to operate independently in an ambiguous, early-stage environment Preferred Qualifications Hands-on experience with advisor technology platforms such as Tamarac, Orion, Salesforce, eMoney, MoneyGuide, trading, document management, and client portals Knowledge of custodial platforms and financial data integrations, including data aggregation or data lake initiatives For the analytics pod: Power BI and digital marketing analytics experience For the intelligence pod: experience shipping AI agents or LLM-based features, including governance, model tuning, and cost management Experience mentoring or informally leading other product managers Experience integrating or migrating technology stacks following an acquisition or merger COMPENSATION & BENEFITS Base salary of $130,000 to $195,000, commensurate with experience Annual team-based incentive/bonus opportunity Equity ownership opportunity following demonstrated performance in the role Comprehensive medical, dental, and vision coverage effective day one HSA/FSA options, company-paid life, AD&D, and disability 401(k) with company match (Roth and Traditional) Generous PTO, at least 10 paid holidays, parental leave, summer hours WHY THIS OPPORTUNITY Direct roadmap ownership for a core product pod at a nationally recognized RIA at meaningful scale . click apply for full job details