Dynasty Financial Partners · 1 week ago
Senior Product Manager - Wealth Technology
United States
Full-time
Remote
Senior Level
5+ years expDynasty Financial Partners is developing an integrated platform for customer-facing teams, and they are seeking a Senior Product Manager to define strategy and oversee commercialization. The role involves collaboration with the Engineering team in an agile environment, managing the product roadmap, and ensuring alignment between business goals and technical execution.
AdviceConsultingFinanceFinancial ServicesWealth Management
Responsibilities
Partner daily with engineering leads and developers to clarify requirements, unblock delivery, and ensure technical trade-offs are well understood
Participate in design reviews, backlog grooming, and sprint planning to confirm user stories and acceptance criteria are clear and testable
Validate developed solutions against business objectives and UX standards before release; champion quality through demos, UAT, and regression sign-off
Define the product north star, value proposition, and multi-year strategy; translate them into quarterly OKRs and KPIs
Own the multi-release roadmap, sequencing high-impact capabilities like AI-driven features, workflow automation, data sync, and embedded service experiences
Manage a defined backlog ensuring that all devops are tickets have sufficient requirements and acceptance criteria, and are prioritized based on product and team key results
Establish a prioritization framework balancing user value, business outcomes, risk, and technical feasibility
Foster a culture of shared ownership between product and engineering—where developers understand the 'why' and PMs understand the 'how.'
Adoption, enablement & go-to-market
Build enablement (tours, guides, webinars, training plans) and maintain a crisp 'what/why/how' release cadence for customers and internal teams
Create structured feedback loops (advisory councils, betas, in-product surveys) and turn insights into roadmap decisions
Qualification
Required
At least 5 years of experience leading and managing the product function for a large-scale application
Proven success driving adoption through sustained user-centered product innovation
A strong history of relationship building and collaboration with Engineering organizations
Ability to lead projects and establish effective working relationships across a complex startup environment
Highly adept at informing product direction through data-driven analysis and direct user study
Possesses an intuitive grasp of the small but crucial details that elevate product functionality into compelling and even magical experiences for end users
Collaborative orientation and exceptional communication skills
A player-coach leadership mentality with proven success at developing product management talent
Passion for the wealth industry and the Dynasty Financial Partners experience
Advanced degree in relevant field or highly relevant experience in lieu of education
Benefits
Health Insurance
Dental insurance
Vision insurance
Retirement plan 401(k)
401(k) matching
Paid Time Off
FSA/HSA benefits plans
Disability benefits
Voluntary Life Insurance
Basic Life Insurance
Company
Dynasty Financial Partners
Dynasty Financial Partners provides wealth management solutions and business services to financial advisory firms.
51-200 employees
H1B Sponsorship
Dynasty Financial Partners has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2022 (1)
Funding
Current Stage
Growth StageTotal Funding
$50MKey Investors
Abacus LifeEnvestnet
2025-08-12Corporate Round
2024-10-08Private Equity
2022-12-16Private Equity
Leadership Team
Frank Coates
Chief Technology Officer
Recent News
2025-12-12
Morningstar.com
2025-12-11
Company data provided by crunchbase