Product Manager

Job Summary and Opportunity:

At Axos Advisor Services, we have a singular goal: to provide RIAs with individualized attention, intuitive technology, and knowledgeable support to better serve their clients and take their businesses to the next level.

Today, a comprehensive financial solution is instrumental for advisors to enhance their value with existing clients and build value with new clients. As a subsidiary of Axos Financial, a digital-first financial services company challenging the status quo and liberating clients from constraints of traditional approaches, we’re dedicated to expanding our powerful solutions enabling RIAs to offer an even wider range of solutions and services to their clients.

The role of Product Manager is pivotal in driving both customer facing and back-office solutions, better meeting the needs of clients by executing on the product vision. You will provide product leadership throughout the software development life-cycle, including product launch and go-to-market.

This is a critical role that requires close partnership cross-functionally, including with sales, service, operations, technology, compliance and marketing. This role allows you to showcase a mix of talents, including business analysis, process mapping, requirements writing, team leadership and go-to-market planning to drive adoption.

Responsibilities:

Analysis

• Utilize business metrics, client data, application usage data and other sources to inform business decisions related to product requirements.
• Work with business partners to define and document workflows, process maps and data flows to illuminate needed changes to accomplish project objectives.
• Work closely with colleagues, product leadership and clients to understand needs and communicate potential solutions
• Create user personas based on an in-depth understanding of the market and use cases

Planning

• Prioritize backlog based on development approach, business impact, project risk and client needs
• Socialize product roadmaps and plans among key stakeholders
• Communicate priorities to delivery team and track execution

Executing

• Create wireframes or mock-ups to support the vision
• Convert client needs and product plans into product requirements
• Write user stories defining specific requirements and specify the acceptance criteria for each user story
• Serve as the product owner for the Scrum team(s), directly participating in Sprint planning activities and providing regular feedback to the development team
• Conduct product release planning sessions in partnership with IT and PMO
• Ensure operating and support structures are in place for the product (including documentation, training, and staffing)
• Develop plans for product launch including collaboration with marketing and client services

Ongoing Management

• Obtain client and key stakeholder feedback on projects
• Regularly review and communicate statuses, adoption and effectiveness of projects
• Order and groom the product backlog continuously

Requirements:

• Bachelor’s degree in Business Administration, Finance, or related
• 1+ year's in product management or a related role, with a strong preference for experience working with platform and software solutions for financial advisors
• Exceptional ability to articulate business and product needs and solutions at various levels and to various groups, including IT, service teams, clients, and vendors
• Excellent written and verbal communication skills with a knack for summarizing detailed information clearly and concisely
• Strong problem-solving skills and a talent for identifying root causes and implementing solutions
• Ability to work and excel within an agile development organization
• Ability to prioritize multiple, competing requirements and manage multiple workstreams simultaneously
• A strong action orientation and drive for results
• Comfort operating in changing and, at times, ambiguous environments
• Travel: Limited (approximately 10 – 15% depending on the business need)

• Experience in the RIA segment

Axos Employee Benefits Include:

• Compensation for this position includes a Semi-Annual Bonus Plan
• 3 weeks’ Vacation, Sick leave, and Holidays (about 11 a year); Medical, Dental, Vision, Life insurance and more
• HSA or FSA account and other voluntary benefits
• 401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
• Employee Mortgage Loan Program and free access to Self-Directed Trading

APPLY DIRECTLY FOR CONSIDERATION: