Role: Senior Product Manager
A nationally recognized, employee-owned RIA is building its product team from scratch, and these two seats complete it.
AT A GLANCE
Roles: Senior Product Manager, Analytics & Reporting Senior Product Manager, Client Onboarding
Reports to: Chief Product Officer (newly appointed)
Location: Remote, US-based, with in-person team sessions every 6-8 weeks (usually Chicago or Philadelphia/Princeton)
Type: Full-time, exempt
Recruiting partner: Harrison Gray Search
WHY NOW
Advisors at this fee-only RIA work across 15 to 20 systems every day. The firm is fixing that with a single, firm-owned advisor platform: one data layer, one advisor experience. A pilot is live today, and firm-wide rollout is planned for early 2027.
A newly appointed Chief Product Officer is building the product organization that will deliver it. Most of the team is in place. These two roles finish it, and each owns a major area of the platform:
• Analytics & Reporting: Move firm reporting from analyst-built Power BI reports to a self-service experience that leaders actually use.
• Client Onboarding: Rebuild the path from first conversation to funded account so it feels personal, not like paperwork.
You'll have real autonomy, direct access to executives, and the chance to shape a product while it's still being defined.
ROLE 1: ANALYTICS & REPORTING
You'll own the platform's reporting area, where advisors and firm leaders go to understand how the business is doing. Today those reports are built by BI analysts in Power BI. Your job is to set the strategy and roadmap that makes them far more self-service. Your main customers are advisory leadership, with finance, billing, and operations close behind.
What you'll do
• Set the direction. Own the vision, roadmap, and priorities for reporting and analytics, and lead the shift from analyst-built reports to self-service.
• Define success. Set OKRs for adoption, usage, and time to insight, tied to the firm's strategic goals.
• Make the big calls. Build business cases, trade-off analyses, and resourcing asks, including build-vs-buy decisions on reporting tools.
• Be the go-to partner for leadership. Learn the metrics and decisions that matter, turn competing requests into a defensible roadmap, and run workshops, demos, and roadmap reviews up to the executive level.
• Streamline the BI engine. Work with BI analysts to fix how reporting work is requested, prioritized, built, and delivered. Replace one-off reports with reusable, self-service capabilities.
• Create one source of truth. Set standards for report design and metric definitions, and partner with data engineering and governance so reports draw on reliable data.
• Ship it. Write requirements, user stories, and acceptance criteria; own the backlog; and lead sprint planning, testing, UAT, and releases.
• Build trust in the data. Partner with Compliance, InfoSec, and Legal on access, permissions, and privacy from day one, and own audit readiness for analytics work.
There are no direct reports at the start. As the team grows, you'll mentor PMs or APMs in analytics and may lead their hiring.
How you'll know it's working
• More people use firm reporting, and more of them serve themselves.
• Reporting requests turn around faster, and the backlog shrinks.
• Firm-level metrics are trusted and consistent across business areas.
• Solutions meet regulatory requirements with minimal audit or compliance escalations.
• Executives see you as the credible, independent voice of the analytics product.
What you bring
• Product management, business analysis, or product ownership experience at an RIA, wealth manager, broker-dealer, or wealthtech company, plus familiarity with the firm-level metrics advisory leadership relies on.
• Around 5+ years of software product management, including owning a reporting, analytics, or data product with minimal oversight. Less experience is fine if you have a strong wealth background and an exceptional track record.
• Enough working knowledge of Power BI (or a similar BI platform) to partner credibly with analysts and shape what they build.
• A clear view of how metrics work across advisory, finance, billing, and operations, and how reporting should evolve beyond filling requests.
• Solid grounding in the software development lifecycle and product methods.
• Strong analytical, communication, and stakeholder skills, including influencing executives.
• Comfort working independently in an ambiguous, early-stage setting.
• A bachelor's degree in Computer Science, Information Systems, Business, Finance, or a related field. An MBA or advanced degree is a plus.
BI leaders, this means you too. If you've owned a reporting roadmap and balanced competing requests across many stakeholders, apply even without a product manager title.
Bonus points
• You've led a move from analyst-built reporting to self-service analytics.
• You know wealth metrics such as AUM, revenue, billing, and advisor productivity.
• You've worked with the Microsoft data stack (Power BI, Fabric) or a modern data lake or warehouse.
• You've used Tamarac, Orion, Salesforce, eMoney, or MoneyGuide as reporting data sources.
• You have an advisor background or a CFP, CRPC, or similar designation.
• You've mentored or informally led other product managers.
ROLE 2: CLIENT ONBOARDING
You'll own every step from new prospect to funded account. Right now that journey takes too long and involves too much back and forth for clients, advisors, and staff. The firm wants to rebuild it around each client's vision, values, and goals, collecting paperwork along the way, instead of letting CRM workflows or custodian fields drive the experience.
The journey you'll own today
1. Prospects arrive through digital leads and referral networks.
2. Advisors reach out and hold several conversations.
3. The team collects prior tax returns and statements from previous account holders.
4. Client service associates trade information back and forth with the client.
5. Proposal documents go out, and clients sign.
6. Accounts are opened at the custodian and funded.
What you'll do
• Map the current state. Trace onboarding end to end and find where time, effort, and errors pile up.
• Design the future state. Own the vision, roadmap, and priorities for a client-centered journey that still captures every required document and data point.
• Bring everyone along. Partner with advisors, client service associates, operations, compliance, and custodial teams, and balance their competing needs.
• Work with the systems you have. Improve current Salesforce workflows and fold in custodial requirements without letting them dictate the experience.
• Measure what matters. Track time from prospect to opened account, document turnaround, rework, and client and advisor satisfaction.
• Deliver. Write requirements, user stories, and acceptance criteria, and lead backlog, testing, and releases with engineering and outsourced developers.
• Connect the dots. Fit onboarding into the broader advisor platform as it rolls out.
What you bring
• Experience owning, redesigning, or building client onboarding or account opening at an RIA, wealth manager, broker-dealer, custodian, or wealthtech company.
• Real operational depth: document collection, proposals, e-signature, client service handoffs, and custodial account opening.
• Familiarity with Salesforce workflows in wealth management. Financial Services Cloud is a plus.
• Knowledge of custodial account-opening requirements.
• A strategic view of the client experience that goes beyond forms and required fields.
• Product ownership (or equivalent) with a record of delivering with minimal oversight.
• Strong stakeholder and communication skills, and comfort working independently in an early-stage setting.
• A bachelor's degree or equivalent experience. An advisor background or a CFP, CRPC, or similar designation is a plus.
Ops leaders and business analysts, this means you too. If you've effectively done this work without a product title, we want to hear from you.
What makes this role unique:
• Own something firm-wide. Lead a major product area at a nationally recognized RIA operating at real scale.
• Change how the firm works. Shape how leaders see and use data, or how new clients experience the firm from their first conversation.
• Sit close to the top. Report directly to the Chief Product Officer, with executive visibility and influence.
• Build, don't inherit. Join a brand-new product organization with a defined platform and a clear launch timeline.
• Work where people own the place. Join a majority employee-owned firm where colleagues are invested in the long term.
INTERESTED?
Reach out to Harrison Gray Search for a confidential conversation.