Product Manager (Advisor Services)

Financial Services Firm in Tampa, Florida is seeking a Product Manager to assist with the growth of their Advisory Services business!

Responsibilities:

• Assist with building an Advisor Services platform and a modern advisor custody and technology platform designed to support RIAs, independent advisors, wealth managers, and affiliated advisor businesses.
• Own the product strategy and roadmap for Advisor Services, including advisor onboarding, client account opening, custody workflows, account maintenance, trading, portfolio management, billing, reporting, and service tools.
• Define the core advisor and client experience across web and mobile, including advisor dashboards, household/account views, client portals, document workflows, approvals, and operational task management.
• Translate advisor needs into detailed product requirements, user stories, process flows, and implementation plans for Engineering, Design, Operations, Compliance, and Risk teams.
• Build product capabilities that improve advisor efficiency, including digital onboarding, ACAT/account transfer workflows, model portfolio support, rebalancing workflows, billing automation, performance reporting, and third-party integrations.
• Responsible for building a product that will bring together digital account opening, custody, trading, portfolio management, billing, reporting, advisor workflows, integrations, and a client-facing portal into a unified platform experience.
• Mentor employees to help them achieve individual & team objectives

Qualifications:

• Bachelor's degree or equivalent 5 years of experience in Product Management, Engineering, or Consulting
• Strong written, verbal and collaboration skills
• Experience building or managing product capabilities within brokerage, custody, wealth management, advisor technology, fintech, or institutional financial services.
• Knowledge of ACATs, model portfolios, rebalancing, fee billing, performance reporting, householding, advisor permissions, and client portal design.
• Ability to convert complex business, operational, regulatory, and technical requirements into clear product requirements and execution plans.
• Experience working cross-functionally with Engineering, Operations, Compliance, Legal, Risk, Sales, and client-facing teams.
• Understanding of regulatory, supervisory, disclosure, books and records, and client communication requirements in a broker-dealer or RIA environment.
• Product-minded operator who understands both the advisor experience and the operational infrastructure required to support it.
• Able to simplify complex custody, trading, billing, reporting, and service workflows into intuitive product experiences.
• Strong understanding of advisor workflows, client onboarding, account structures, trading, reporting, billing, operational processes, and service tooling.
• Proficiency in JIRA, Confluence, or similar product/project management tools.
• Excellent written and verbal communication skills, with the ability to drive alignment across senior stakeholders and technical teams.
• Direct experience with RIA custody, advisor services, wealth management platforms, portfolio management systems, or broker-dealer clearing infrastructure.
• Familiarity with platforms such as Altruist, Schwab Advisor Services, Fidelity Institutional, Pershing, Orion, Black Diamond, Tamarac, Addepar, or similar advisor technology ecosystems.