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Advisor360° · 1 day ago

Product Manager, Financial Planning

Needham, MA

Full-time

Hybrid

Senior Level

$161K/yr - $183K/yr

5+ years exp

Advisor360° is a leading SaaS platform in the fintech space, transforming how wealth management firms operate and serve their clients. The Senior Product Manager will be responsible for managing the product lifecycle of the Financial Planning offering, ensuring customer value and commercial impact through effective execution and collaboration across teams.

Information TechnologySaaSSoftwareTrading PlatformWealth Management

No H1B

Responsibilities

Drive measurable impact by defining success metrics and ensuring every release delivers meaningful customer and business value

Manage and prioritize digital financial planning product enhancements and new features, balancing goal-based planning capabilities, cash flow modeling, scenario analysis, and other critical planning features that advisors need

Assess when to build proprietary planning capabilities versus integrate with best-in-class financial planning providers (eMoney, MoneyGuidePro, RightCapital), making strategic recommendations based on customer needs, technical feasibility, and business impact

Collaborate with financial planning vendors and technology partners to ensure seamless integrations, negotiate product roadmaps, and advocate for our customers' needs within partner ecosystems

Serve as the internal and external authority on financial planning best practices, speaking fluently about Monte Carlo simulations, tax-efficient strategies, retirement planning, estate planning, and other core planning concepts with customers and stakeholders

Translate complex financial planning methodologies into clear product requirements, ensuring engineering teams understand the nuances of advisor workflows and client planning needs

Lead product discovery, iteration planning, and delivery to ensure timely, high-quality results

Author clear and concise requirements, user stories, and vision documents that guide development and stakeholder expectations

Analyze planning feature adoption, advisor engagement metrics, and client outcome improvements to validate success and inform future priorities

Actively engage with advisory firms, enterprise clients, and industry forums to gather feedback, demonstrate thought leadership in financial planning, and ensure our solution meets evolving market needs

Qualification

Financial planning expertiseProduct management experienceAgile methodologiesData analysis skillsFinancial planning softwareCommunication skillsInterpersonal skillsProblem-solving skills

Required

5+ years of experience in financial services or enterprise SaaS

Direct experience with goal-based financial planning services or technology is required, including understanding of financial planning methodologies and best practices

Deep understanding of user needs, business strategy, and how to align the two

Demonstrated success delivering high-impact features from concept to launch

Strong analytical skills and experience using data to drive product decisions

Ability to translate complex problems into elegant solutions

Excellent communication and interpersonal skills; builds trust with cross-functional teams

Proficient in Agile methodologies, with hands-on experience managing backlogs and sprint planning

Comfortable working autonomously while actively collaborating with partners across the organization