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 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.  

Vision & Roadmap Support

• Contribute to the vision, roadmap, and delivery for Core Platform tools (e.g. AIR + Entitlements & Configuration Manager), and new product initiatives, supporting product strategy and aligning your work with business goals and customer needs.
• Conduct market, competitive, and user research to identify opportunities, inform prioritization, and drive continuous improvement in your product areas.

Product Development

• Collaborate with engineering, design, and data teams to translate requirements into features and technical deliverables.
• Support the development of platform capabilities that enable advisors and wealth firms to scale their practices efficiently.
• Develop prototypes, write clear product requirements, document user stories, and help manage backlog prioritization.

Execution & Delivery

• Drive the product lifecycle for your features and projects, from discovery through launch and iteration.
• Coordinate product launches, partnering with sales, marketing, training, and customer success to ensure successful adoption and value delivery.
• Define and monitor key metrics, leveraging data and feedback to assess product/feature success and drive improvements.

Customer Focus

• Deeply understand the needs and pain points of advisors, staff, and wealth firm leadership and other users through research, interviews, and usability testing.
• Champion customer-centric design and work with cross-functional teams to solve real user problems.

Cross-Functional Collaboration

• Work collaboratively with engineering, data science, design, and business stakeholders to ensure alignment, smooth delivery, and market success.
• Lead and participate in cross-functional meetings and communication forums, ensuring transparency and clarity around goals and progress.

Continuous Improvement

• Evaluate and suggest process improvements for how we build, deliver, and support products, advocating for best practices in Agile and the product development lifecycle.
• Mentor and support junior team members, sharing product management best practices.

Skills & Requirements

• Experience: 6+ years in product management, with experience delivering B2B SaaS, fintech, wealthtech, or other financial/banking services.

• Technical Acumen: Ability to engage in technical discussions with engineering/ data teams; experience with APIs and cloud platforms is a plus.

• Customer Empathy: Proven ability to understand user needs, synthesize feedback, and validate solutions through experimentation and testing.

• Collaboration & Communication: Strong cross-functional communication and teamwork skills, able to work effectively with engineering, design, and go-to-market teams.

• Analytical Skills: Comfortable using data to define, monitor, and analyze product and feature success; familiarity with tools like SQL, Python, or BI platforms is a must.

• Documentation: Skilled at writing requirements, developing user stories, and collaborating with engineering on feature delivery.

• Domain Knowledge: Exposure to financial services, wealth management, or developer ecosystems.

• Organization: Strong organizational skills, attention to detail, and the ability to manage projects to successful outcomes.

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 $140,000-$160,000. (+bonus)

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.