Vice President of Product, Advisor Experience

The Company is seeking a Vice President of Product, Advisor Experience, to define and deliver an end-to-end product vision that improves advisors’ daily work and gives them more time to serve clients. The role owns advisor experience and platform roadmaps, including a joint roadmap with a strategic platform partner, and leads prioritization, intake, and build-versus-buy decisions. Responsibilities include reducing friction in common workflows, developing differentiated capabilities, and coordinating across platform teams to create a consistent experience. The leader will establish outcome measures, track adoption and productivity, partner closely with advisors and business stakeholders, and guide a cross-functional product team. Candidates should have 12 or more years of product management experience and at least five years leading product teams; senior director-level candidates may qualify with eight or more years of product experience and three or more years of leadership. The role requires experience shaping strategic vendor or platform partnerships, strong product prioritization and data-driven decision-making skills, and the ability to understand users’ workflows firsthand. Candidates should also bring familiarity with AI-enabled product development, including governance, adoption, and measuring productivity impact, along with strong communication and cross-functional relationship-building skills. Experience with advisor-facing products or workflow platforms is helpful but not required.