What are the responsibilities and job description for the Senior Product Manager position at Cambridge Investment Research, Inc.?
Job Summary
Key Deliverables and Responsibilities
Cambridge Investment Research is seeking a Senior Product Manager to own outcomes for a complex, enterprise‑scale product supporting multiple teams and stakeholders. This role is accountable for defining product strategy, setting priorities, and delivering measurable improvements in adoption, reliability, user experience, and time‑to‑value—within a highly governed financial services environment.
You will work closely with Software Engineering, UI/UX Design, and business leaders to translate customer and enterprise needs into a clear roadmap and prioritized portfolio of work.
Why Cambridge? Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.
You can find more details about our comprehensive benefits package here.
Company Overview: At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.
Cambridge is an internally controlled, growth-focused independent broker-dealer with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.
Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial advisors are women, and 17% of our advisors are under 40.
Join us to help financial advisors succeed, make an impact, and discover your Something Wonderful. For further information about Cambridge, please visit https://www.joincambridge.com/
Work Environments
This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule. Cambridge is not considering remote candidates at this time.
Recruiting Agencies: This position is being managed directly by Cambridge’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.
Key Deliverables and Responsibilities
Cambridge Investment Research is seeking a Senior Product Manager to own outcomes for a complex, enterprise‑scale product supporting multiple teams and stakeholders. This role is accountable for defining product strategy, setting priorities, and delivering measurable improvements in adoption, reliability, user experience, and time‑to‑value—within a highly governed financial services environment.
You will work closely with Software Engineering, UI/UX Design, and business leaders to translate customer and enterprise needs into a clear roadmap and prioritized portfolio of work.
- Own product outcomes: Define and manage OKRs/KPIs, maintain a product scorecard, and make evidence‑based trade‑offs to achieve outcomes (not just ship features)
- Set product strategy & roadmap: Create and communicate a clear product vision, strategy, and roadmap aligned to enterprise priorities
- Lead discovery: Validate problems, segment users, define value hypotheses, and incorporate research, analytics, and stakeholder input
- Prioritize enterprise demand: Manage intake and prioritization using transparent criteria (value, risk, effort, dependencies, compliance)
- Translate strategy to execution: Define epics, outcomes, acceptance criteria, standards, and decision guardrails
- Partner cross‑functionally: Orchestrate delivery with engineering, platform, security, risk/compliance, governance, and operations teams
- Instrument & improve: Ensure products are observable (adoption, reliability, performance, quality, compliance, time‑to‑value) and continuously improved
- Mentor product talent: Coach and develop Product Managers and contribute to advancing product maturity across the organization
- Significant experience owning product strategy, roadmap, and outcomes for complex products or platforms
- Proven ability to define OKRs, instrument products, and manage to outcomes
- Strong product strategy fluency in enterprise and/or regulated environments
- Ability to influence without authority across engineering, security, risk/compliance, and business teams
- Executive‑level communication and storytelling skills
Why Cambridge? Our comprehensive benefits package is designed to support your health, well-being, and work-life balance. We offer paid time off, paid holidays and floating holidays, medical, dental, and vision coverage, short- and long-term disability, and company-paid life insurance. Associates also enjoy volunteer time off, wellness incentives, and additional benefits that support you both personally and professionally.
You can find more details about our comprehensive benefits package here.
Company Overview: At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have nearly 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values—integrity, commitment, flexibility, and kindness—we put financial advisors first in every decision we make.
Cambridge is an internally controlled, growth-focused independent broker-dealer with $254 billion in assets under advisement and $1.97 billion in annual revenues. We rank among the largest and fastest-growing firms in the industry, providing financial advisors with the flexibility, resources, and support to thrive. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.
Our community of over 4,000 producing financial advisors includes diverse business models—RIA, corporate RIA, hybrid, fee-only, and brokerage—and offers a broad selection of investment solutions with no proprietary products. At Cambridge, we are committed to building a diverse, inclusive, and empowering workplace, where 60% of our associates and 18% of our financial advisors are women, and 17% of our advisors are under 40.
Join us to help financial advisors succeed, make an impact, and discover your Something Wonderful. For further information about Cambridge, please visit https://www.joincambridge.com/
Work Environments
This role offers a hybrid schedule, requiring three days weekly in the office. Applicants should be located near one of our hubs (Fairfield, IA or Phoenix, AZ) and must be willing to work this schedule. Cambridge is not considering remote candidates at this time.
Recruiting Agencies: This position is being managed directly by Cambridge’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Fees will not be paid for unsolicited submissions. Your respect for this process is appreciated.
Salary : $100,000 - $115,000