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NOTE: Candidates need to have Broker Dealer & Wealth Management Industry experience.
Product Manager – Enterprise Content & Digital Readiness
Role Overview
The Product Manager drives a modern, digital-first content approach and ensures new platform features are successfully brought to market and supported across service, operations, compliance, and training teams.
The ideal profile blends enterprise content management, organizational change leadership, customer experience design, and data-driven decision making within a financial advice / wealth management environment.
Must-Have Qualifications
- 7+ years of experience in enterprise content management within financial advice / wealth management
- Proven ownership of content strategy and governance at enterprise scale
- Strong organizational change management and transformation leadership
- Experience designing digital content experiences using design thinking or Lean methodologies
- Data- and analytics-driven decision-making mindset
- Demonstrated leadership of both direct-report and matrixed teams
- Ability to partner effectively with product, engineering, operations, service, compliance, and marketing stakeholders
- Strong executive-level communication and presentation skills
Nice to Have
- Background supporting digital platform launches or release readiness
- Experience driving self-service and customer enablement strategies
- Comfort operating in fast-paced, highly cross-functional environments
- Entrepreneurial mindset with a bias for action
Key Responsibilities
- Define, own, and execute an enterprise content management strategy and governance model
- Lead organizational change to modernize customer-facing content and communications
- Drive end-to-end digital content experience design using design thinking and Lean methods
- Partner with product, engineering, service, operations, compliance, marketing, and training teams to support digital launches
- Enable self-service and improved customer experiences through digital content strategies
- Support go-to-market and release readiness for new digital capabilities
- Lead and develop a small team (direct and matrixed) focused on content enablement and execution
Interested candidates may submit their resumes online or call at 310-906-4780 for further information regarding the position. Bottom of Form
