Lead Product Manager

Our client is seeking a Lead Product Manager to own and evolve their next-generation onboarding experience designed to help advisors and clients get started with confidence. This is a highly visible role that sits at the intersection of product strategy, customer experience, and operational excellence, with the opportunity to shape a critical part of our platform as we scale.

As the product leader you'll define the vision, strategy, and roadmap for onboarding while driving experiences that simplify complex advisor workflows and accelerate customer success. You'll partner closely with Design, Engineering, Sales, Marketing, and Customer Success to deliver intuitive, high-impact solutions that improve activation, adoption, and long-term engagement.

This role is ideal for a product leader with deep wealth management or financial services expertise, strong customer empathy, and experience mentoring and developing other Product Managers within a growing organization.

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