Product Manager for Client Onboarding Solutions

Lead innovative onboarding solutions as a Product Manager for a wealth management platform. Drive client confidence and activation through strategic development and collaborative execution.

In this vital role, you will define and implement the onboarding vision and roadmap. Your work will focus on enhancing interactions between advisors and clients, requiring a background in fintech and strong empathy for customer needs. Engage with cross-functional teams to ensure high-quality service delivery.

Key Responsibilities:
• Own product outcomes from strategy to execution
• Design onboarding experiences that boost client adoption
• Discover opportunities through advisor and stakeholder engagement
• Partner with teams for customer-centric launches
• Mentor Product Managers to foster growth

Requirements:
• 7+ years in product management required
• 3+ years in wealthtech or related fields
• Deep understanding...