Careers @ Advicent

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Advicent Solutions is the leading provider of software-as-a-service (SaaS) technology solutions for the financial services industry. Our products include Web-enabled marketing communications, needs-assessment and financial planning tools. More than 250,000 financial professionals, including dozens of the world’s largest financial institutions, use Advicent’s solutions to help them grow their business, create exit barriers and stay top of mind.

Our team is revolutionizing the financial planning industry. Come join us!

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Product Manager - Financial Planning

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Advicent is a financial technology (FinTech) company embarking on the next phase of our growth journey.  Through our innovative product capabilities and dedicated services we are able to help thousands of financial professionals and their clients understand and impact their financial future. Our mission? To one day enable everyone to achieve this same goal.
Position Purpose As a Product Manager of Financial Planning, you will lead the product direction for Advicent's financial planning products in the North American markets that support high-growth objectives and client retention while also increasing the profitability of existing products. What you’re accountable for
  • Leverages market research and critical thinking to develop a clear product strategy including target markets, market size, competitive analysis, and pricing model for assigned products.
  • Identifies market needs and develops comprehensive business cases to prioritize investments and establish a short and long-term product roadmap that meets those needs.
  • Engage with clients to align product roadmap with client strategies and incorporate product feedback into future roadmap.
  • Collaborate with business analysts and product development teams to define product releases and ongoing feature set decisions throughout the development process.  Ensure all development is customer ready and meets targeted needs.
  • Serve as the internal and external evangelist for your product offering, establishing product positioning and occasionally working with the sales channel and key customers.
  • Successfully launch new products and releases to the market through close collaboration with organizational readiness teams.
  • Monitor and asses the broader technology providers in the financial planning marketplace.  Develop strategies that address competitive threats and 3rd party partnerships.  Lead and support technology partnership relationships.
  • Takes a leadership role in identification and execution of Product Management or cross-functional business improvement projects and best practices.
  • Represent Advicent as a Product expert at industry tradeshows, conferences and other user group events.  
  • Determine the pricing models and levels for assigned products.
  • Lead and mentor Business Analysts in the definition of product offerings and functional requirements.
  • Lead and mentor cross-functional team members in product management methodologies and best practices.
  • Driving a solution set across teams, primarily Development/Engineering, Business Analysis, Product Marketing and Marketing Communications through market requirements, product contract, and positioning.
  • Assist in the development and implementation of the company-wide go-to-market plan, working with all departments to execute.
  • Conduct and/or support ongoing win/loss analysis and exit interviews to better understand requirements for product success.
  • Analyze key performance indicators including sales pipeline, revenue, client retention, and tech support activity to aid in decision making.
  • Seek and analyze strategic partner relationships for respective product line.
What skills are required
  • Bachelor's degree in financial planning, marketing, business, computer science/engineering or equivalent combination of education and experience.
  • Minimum 3 years financial planning, product management, or equivalent experience in related functions.
  • Financial services industry expertise and Certified Financial Planner designation is highly desired.
  • Strong business acumen, market research capabilities and analytical skills with ability to set and attain goals.
  • Solid interpersonal, written, and verbal communication skills required. Proven ability to build and cultivate positive customer relationships as well as deliver impactful presentations to large and small groups.
  • Demonstrated ability to communicate, motivate and build trust within a cross-functional team without formal authority.
  • Experience in core product management, including customer analysis, market segmentation, KPI management, operational management and roadmap development is a plus.
  • Experience with cloud hosted, web and mobile applications.
  • Worked directly with customers/partners in assessing operational strategies and product alignment.
  • Experience working with agile development methodologies is desired. 
  • Familiar with Pragmatic Marketing methodologies or other product management frameworks preferred.
  • Some (25%) North America based travel required.
To be successful at Advicent, you will
  • Always seek a meaningful outcome and maintain a sense of urgency in everything you do.
  • Be continuously curious and have an ongoing desire to disrupt the status quo.
  • Take initiative and look to expand your role.
  • Always look for ways to contribute to the team and our success.
Benefits & Perks
  • Health, dental, vision, HSA/FSA, 401K employer match
  • 4 weeks PTO, 9 paid holidays, 8 hours paid volunteer time off
  • Free access to on-site fitness center, casual dress, President's Club incentive trip for top performers, free covered parking, free caffeine (coffee and soda), monthly volunteer opportunities, employer-sponsored engagement & wellness events
  • Tuition reimbursement, industry training opportunities