Product Manager

Company Overview:

Brookstone Capital Management, a rapidly growing national Turnkey Asset Management Platform (TAMP) with over $12B in Assets Under Management (AUM), provides personalized and comprehensive wealth management services to over 700 Advisors and 50,000 clients. Brookstone have been one of the fastest-growing TAMPs in the country since its inception by providing a comprehensive, and flexible open-architecture platform. Brookstone has found success by being laser-focused on providing an all-inclusive support system that will help Advisors start, build, and grow their Advisory businesses. We are experiencing hyper growth and looking to add talented people across numerous teams.

Position Overview:

The Product Owner (PO) is responsible for defining, prioritizing, and delivering product features for the Advisor and Client Portals that align with business goals and customer needs. Working closely with cross-functional teams—including engineering, design, QA, and business stakeholders—the PO ensures the product roadmap is clear, actionable, and continuously refined to maximize value. The successful candidates will be high-energy, team-oriented, collaborative individual. Must be able to successfully operate as a hands-on contributor in a fast-paced, team-oriented, and deadline-sensitive environment.

Key Responsibilities:

Product Vision & Strategy

• Define and communicate the product vision and strategy aligned with company goals.
• Develop and maintain the product roadmap, ensuring clear prioritization based on business value.
• Conduct market, customer, and competitor research to inform product decisions.

Backlog Management

• Create, refine, and prioritize the product backlog with clear acceptance criteria.
• Break down features into user stories and ensure they are ready for development.
• Continuously review and adjust priorities based on changing needs, feedback, and business direction.

Cross-Functional Collaboration

• Act as the primary liaison between business stakeholders and the development team.
• Facilitate effective communication to ensure alignment on requirements and expectations.
• Collaborate with UX/UI teams to deliver user-centered designs.

Sprint Planning & Execution

• Participate in Agile ceremonies including sprint planning, grooming, reviews, and retrospectives.
• Provide timely clarifications to the development team to unblock progress.
• Validate completed work to ensure it meets requirements and delivers intended value.

Customer & Stakeholder Engagement

• Gather, analyze, and synthesize customer feedback to improve product performance and user experience.
• Present product updates, release plans, and metrics to stakeholders.
• Manage expectations and ensure transparency around timelines and priorities.

Performance Measurement

• Define and track KPIs to measure product success.
• Analyze data to identify trends, opportunities, and areas for improvement.
• Drive continuous improvement through experimentation and feedback loops.
• Analyze requirements, specifications, and user stories to understand testable features.
• Perform manual testing including functional, regression, usability, compatibility, and exploratory testing.

Qualifications

• Bachelor’s degree in Business, Computer Science, Engineering, or related field (or equivalent experience).
• 2–5 years of experience as a Product Owner, Product Manager, or similar role.
• Strong understanding of Agile/Scrum methodologies.
• Ability to write detailed user stories and acceptance criteria.
• Experience writing and executing test cases and test plans.
• Excellent communication, stakeholder management, and analytical skills.
• Experience with tools such as Jira, Azure DevOps, Trello, or similar.
• Ability to balance technical constraints with business priorities.

Preferred Skills (Nice-to-Have)

• Certification: CSPO, PSPO, SAFe PO/PM, or equivalent.
• Experience with UX/design thinking principles.
• Familiarity with data analytics tools (GA, Mixpanel, Tableau, etc.).
• Background in software development or technical environments.

Why Join Us:

At Brookstone Capital Management, we offer a collaborative work environment where innovation is encouraged, and your ideas are valued. Join us in making a lasting impact on the future of individuals by helping them attain their financial goals and personal dreams. We offer competitive compensation, benefits, and opportunities for professional growth.

Position: Full-time

Location: Wheaton, IL (100% work in office - not a remote/hybrid position)

Benefits: Medical, Dental, Vision, 401(k) w/match, Life, and PTO (paid vacation, sick, and personal time off)