Senior Product Manager, Advisor Analytics & Insights

Senior Product Manager, Advisor Analytics & Insights

Digital Solutions Opportunity in Financial Services

Role Type: Full‑time, Exempt

Salary: $110,000 – $136,000 per year + annual performance‑based bonus

Actual compensation offered will be determined individually, based on a number of job‑related factors, including location, skills, licensure, experience, and education.

Additional benefits include health, vision, dental insurance, 401(k), paid time away, volunteer days and more.

Locations

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

Atlanta: 2300 Windy Ridge Pkwy SE, Suite 750, Atlanta, GA 30339

La Vista: 12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic has returned to the office on a hybrid schedule requiring a minimum of 4 days weekly in the office. Applicants should be located at one of our hubs listed above and must be willing to work this schedule.

Summary

Osaic is redefining digital experiences for financial professionals, creating solutions that help advisors, their teams, and their clients thrive in a rapidly evolving market. As a Senior Product Manager, Digital Solutions, you will lead the discovery and delivery of innovative digital products, translating complex problems into actionable solutions that delight customers and drive business impact.

In this role you own the end‑to‑end product lifecycle for dashboards, performance insights, portfolio analytics, growth metrics, and practice intelligence tools—from early‑stage exploration and rapid prototyping to validated concepts and scalable production solutions—to empower advisors to make informed, data‑driven decisions. You collaborate closely with design, engineering, and business partners, leveraging modern tools and AI‑assisted workflows to accelerate learning, test hypotheses, and make data‑informed decisions, ensuring each product initiative delivers measurable value.

We seek a product manager who thinks strategically, acts decisively, and thrives in dynamic, fast‑moving environments. You bring curiosity, analytical rigor, and a passion for creating exceptional customer experiences, shaping the future of digital solutions in financial services. At Osaic, you’ll influence the market, drive innovation at scale, and work with some of the brightest minds in the industry.

Education Requirements

• Master’s degree preferred.
• Bachelor’s degree required.

Responsibilities

• Own product discovery and strategy. Define and communicate a clear product vision, strategy, and roadmap grounded in customer needs, business objectives, and validated learning.
• Lead early‑stage discovery through rapid experimentation. Use research, prototyping, and AI‑assisted tools to test hypotheses, explore solution options, and reduce risk before engineering investment.
• Translate complex problems into clear, testable product concepts. Leverage lightweight prototypes, interactive models, and structured artifacts to align stakeholders and teams on intent and outcomes.
• Partner closely with design and engineering. Evolve validated concepts into scalable, production‑ready solutions, ensuring clear handoffs while preserving engineering ownership of implementation.
• Lead the end‑to‑end product lifecycle. From ideation through launch and post‑launch optimization, balancing speed, quality, and long‑term platform considerations.
• Act as the voice of the customer. Synthesize market research, competitive insights, usability testing, and direct customer feedback into actionable product decisions.
• Define success metrics and analyze performance. Use qualitative and quantitative data to measure outcomes, inform prioritization, and guide iteration.
• Manage trade‑offs across scope, cost, schedule, and customer impact. Make principled decisions that balance business goals with technical feasibility.
• Communicate product progress and insights to senior leadership. Use clear narratives, data, and visual artifacts to influence strategic direction.
• Stay current on industry trends and emerging technologies. Include AI‑enabled product practices to continuously improve discovery, delivery, and customer experience.
• All other duties as assigned.

Basic Requirements

• 7+ years of product management experience. Demonstrated ownership of product strategy, discovery, and delivery in complex or fast‑paced environments.
• Strong product discovery and problem‑framing skills. Translate ambiguity into testable hypotheses and actionable product direction.
• Comfort with rapid prototyping and experimentation. Use modern tools (e.g., design, no/low‑code, or AI‑assisted tools) to explore and validate ideas, not to replace engineering.
• Strong analytical capability. Define metrics, interpret data, and use insights to drive product decisions.
• Excellent communication and storytelling skills. Present product strategy, trade‑offs, and outcomes to senior leaders.
• Demonstrated ability to lead cross‑functional collaboration. Partner effectively with design, engineering, business, and operational stakeholders.
• Working knowledge of modern product development methodologies. (Agile, Scrum, Kanban) and how they apply across discovery and delivery.

Preferred Requirements

• Financial services industry experience. Particularly with independent broker/dealers, RIAs, or advisor‑facing platforms.
• Experience using AI‑assisted tools to accelerate product discovery. Generating prototypes, simulating workflows, or exploring edge cases during early concept development.
• Experience building portfolio analytics, performance reporting, or practice management dashboards. Familiarity with financial data domains including trades, holdings, client segmentation, billing, and compensation.
• Experience embedding analytics within CRM, portfolio management, or advisor workstation platforms.
• Strong technical fluency. Collaboration with engineering teams and informed decision‑making around feasibility, architecture trade‑offs, and sequencing (without owning production code).
• Hands‑on experience with customer research and usability testing. Translating insights into product direction and prototype iteration.
• Proven ability to influence without authority. Driving alignment across diverse teams and competing priorities.
• Comfort operating with high autonomy. Demonstrating judgment, initiative, and accountability in ambiguous problem spaces.
• Servant leadership mindset. Guiding and clarifying scrum teams while offering thought leadership within your product domain.

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities, genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.