At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement. 

What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do. 

We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management. 

As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. 

Join us and be part of a company that's not only moving fast—but making it count. 

The Product Manager II is responsible for product planning, product marketing and customer engagement for their product. This includes managing the product throughout the Product Lifecycle, gathering and prioritizing product and customer requirements, defining the product vision, and working closely with engineering, to deliver winning products. The Product Manager works with sales, marketing and support to ensure revenue and customer satisfaction goals are met. The Product Manager’s job also includes ensuring that the product and marketing efforts support the company’s overall strategy and goals.  

Key responsibilities: 

• Independently coordinates research and analysis to inform strategic roadmap priorities for their product area and is recognized SME in that domain 

• Manages on-time execution, takes charge of project prioritization, collaborates with development and design teams, and ensures alignment with roadmap goals 

• Effectively and persuasively documents, presents and communicates product concepts such as requirements and vision readouts to all audiences, from development to ELT.   

• Manages and is accountable for end-to-end product and functional launches for their product area. Collaborates closely with Training, Marketing, ILs and CS&O teams to produce and execute effective market entry strategies, ensures training materials are ready, and aligns messaging with the roadmap. 

• Independently defines, monitors and analyzes qualitative and quantitative product performance metrics, collaborating with cross-functional teams to gather data and insights for performance assessment. Actively participates in and drives performance and monitoring improvement initiatives.  

• Manages and engages with clients independently, being a key client SME in their product area. Works to develop and maintain a collaborative, empathetic relationship. Is mindful of client-level strategic initiatives at executive and functional level and strives to be seen as a proactive partner. 

• Leads cross-functional meetings and actively fosters communication among stakeholders to achieve project success and alignment of goals across teams. 

• Continuously evaluates, proposes and assists in implementing changes to the SDLC and other processes by collaborating across teams and promoting adoption 

• Actively mentors and guides junior team members, providing expertise and support in their growth and development within the product management domain 

Requirements, skills, and knowledge:

• Bachelor’s degree. 6+ years’ experience with financial services software, as either supplier or user  

• Well-rounded understanding of the needs of financial advisors and their clients  

• Experience in creating and delivering a great customer experience  

• Ability to understand and participate in technical discussions  

• Fundamental analytical and conceptual thinking skills  

• Experience working directly with customers/clients  

• Excellent verbal and written communication skills in order to communicate and collaborate effectively with all levels of the organization  

• Ability to consistently provide a high level of attention to detail  

• Strong organizational skills. Ability to manage and deliver successful results within a project timeline  

• Understanding of Scrum concepts and Agile principles  

• Ability to present, with confidence, new solutions for existing problems to colleagues and managers  

It’s not just about work—it’s about building a career and enjoying the ride!

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.

The estimated base salary range for this position is $184,000-$208,000. 

Advisor360° provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications. 

Additionally, Advisor360° leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360° reserves the right to modify this information at any time, subject to applicable law.

While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or transfer sponsorship for employment visas at this time. 

To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.