Director of Product Management, Advisor Technology Ecosystem
Tempe, AZ
Category: Product Management
Industry: Financial Services
Reference ID: JN -012026-105009
Date Posted: 01/12/2026
Shortcut: http://careers.eliassen.com/n2056M
Description:
Onsite in Tempe, AZ
Our client provides an independent advisor platform that empowers financial professionals to deliver comprehensive securities and investment advisory services. The organization combines integrated business management technology and personalized consulting to drive scale and efficiency. The role supports a best‑in‑class digital ecosystem for advisors while aligning technology strategy to firm objectives.
This is a full-time, permanent opportunity, offering a competitive salary and comprehensive benefits package. Qualified applicants must be willing and able to work on a w2 basis.
Salary: $150,000 - $165,000/ yr. w2
Responsibilities:
Responsibilities
- Drive the advisor technology strategy with a focus on innovation and scalability.
- Evaluate, select, and integrate Wealthtech tools to enhance advisor productivity, client engagement, and operational efficiency.
- Align product strategy with business objectives in partnership with executive leadership.
- Recruit, develop, and lead product owners and consultants while fostering accountability, collaboration, and innovation.
- Lead integration of third‑party solutions into the advisor platform ensuring interoperability, scalability, and security.
- Oversee vendor relationships, QBRs, contract negotiations, and performance management.
- Establish KPIs to measure adoption, satisfaction, and ROI of technology investments.
- Drive continuous improvement using advisor feedback and market research.
- Partner with Technology, Operations, Compliance, and Advisor Experience teams for deployment and support.
- Represent the advisor voice in product decisions while balancing business needs and user experience.
- Communicate product strategy, milestones, and progress to senior stakeholders.
- Monitor developments in advisor technology and recommend adoption timing to maximize impact and efficiency.
- Ensure solutions remain scalable to support growth.
Experience Requirements:
Experience Requirements
- 5+ years of business or technical architecture experience.
- 7+ years in a technical or business leadership role.
- Background in business architecture, enterprise technology strategy, or wealth management platforms.
- Experience with vendor evaluation, integration design, and compliance requirements.
- Proficiency with Confluence, Jira, and Lucid Suite.
- Strong communication skills to engage executives, advisors, and technology teams.
- Ability to balance strategic vision with practical execution.
- Experience establishing and managing KPIs for product adoption, satisfaction, and ROI.
Education Requirements:
Education Requirements
- Bachelor’s degree in Business, Finance, Technology, or a related field.
- MBA preferred.
W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality.
Please be advised- If anyone reaches out to you about an open position connected with Eliassen Group, please confirm that they have an Eliassen.com email address and never provide personal or financial information to anyone who is not clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact InfoSec@eliassen.com.
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Eliassen Group is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status. Eliassen Group’s Affirmative Action Plan (AAP) is available for inspection by any employee or applicant for employment upon request, during normal business hours of Monday through Friday, 8:30am to 5:30pm EST. Interested persons should contact Phaedra Wells at pwells@eliassen.com for assistance. It is unlawful in Massachusetts and Maryland to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Applicants with disabilities that believe they require an accommodation or assistance with a position, please email our HR team at hradmin@eliassen.com. This email inbox is designed exclusively to assist job seekers whose disability prevents them from being able to apply online. Emails sent for other purposes will not receive a response.
Please be advised that a number of fraudulent job postings have been released under the Eliassen Group brand.
Unfortunately, fraudulent job postings can happen. If anyone reaches out to you about an open position connected with Eliassen Group, never provide personal or financial information to anyone who is not clearly associated with Eliassen Group
If anyone seemingly from Eliassen Group has ever requested this personal information in the past or does so in the future, please contactInfoSec@eliassen.com.
Please ensure that you are working directly with us by confirming the following:
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