Eliassen Group · 3 days ago
Director of Product Management, Advisor Technology Ecosystem
Tempe, AZ
Full-time
Onsite
Director/Executive
$150K/yr - $165K/yr
7+ years expEliassen Group is seeking a Director of Product Management for their Advisor Technology Ecosystem. This role involves defining and executing the advisor technology strategy across a wealth management platform, leading vendor relationships, and mentoring a team of product owners while ensuring scalable and secure delivery.
ConsultingRecruitingStaffing Agency
Responsibilities
Drive the advisor technology strategy with a focus on innovation and scalability
Evaluate, select, and integrate Wealthtech tools to enhance advisor productivity, client engagement, and operational efficiency
Align product strategy with business objectives in partnership with executive leadership
Recruit, develop, and lead product owners and consultants while fostering accountability, collaboration, and innovation
Lead integration of third‑party solutions into the advisor platform ensuring interoperability, scalability, and security
Oversee vendor relationships, QBRs, contract negotiations, and performance management
Establish KPIs to measure adoption, satisfaction, and ROI of technology investments
Drive continuous improvement using advisor feedback and market research
Partner with Technology, Operations, Compliance, and Advisor Experience teams for deployment and support
Represent the advisor voice in product decisions while balancing business needs and user experience
Communicate product strategy, milestones, and progress to senior stakeholders
Monitor developments in advisor technology and recommend adoption timing to maximize impact and efficiency
Ensure solutions remain scalable to support growth
Qualification
Required
5+ years of business or technical architecture experience
7+ years in a technical or business leadership role
Background in business architecture, enterprise technology strategy, or wealth management platforms
Experience with vendor evaluation, integration design, and compliance requirements
Proficiency with Confluence, Jira, and Lucid Suite
Strong communication skills to engage executives, advisors, and technology teams
Ability to balance strategic vision with practical execution
Experience establishing and managing KPIs for product adoption, satisfaction, and ROI
Bachelor's degree in Business, Finance, Technology, or a related field
Preferred
MBA preferred
Benefits
Medical (choice of 3 plans)
Dental
Vision
Pre-tax accounts
Other voluntary benefits including life and disability insurance
401(k) with match
Sick time if required by law in the worked-in state/locality
Company
Eliassen Group
Eliassen Group provides strategic consulting solutions for business, clinical, and IT sector.
1001-5000 employees
H1B Sponsorship
Eliassen Group 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
2025 (56)
2024 (56)
2023 (42)
2022 (48)
2021 (50)
2020 (61)
Funding
Current Stage
Late StageTotal Funding
unknown2018-11-05Acquired
Leadership Team
Delores Lenzy-Jones
CFO Partner
Jason Kline
SVP, and Head of Agile Practice
Recent News
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