Careers @ Advicent

Build the future. Own your future.

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 Owner - Analytics

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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 the Product Owner, Analytics, you will lead the Advicent organization as a champion for leveraging data as a strategic asset in our business operations and product offerings. Specifically, you will lead the planning, backlog and launch of BI/analytic capabilities into our financial planning products in the North America and Canadian markets that support high-growth objectives and client retention while also increasing the profitability of existing products.

What you’re accountable for
  • Collaborate with internal and external parties on the design and direction of our products.Specifically the creation of new data driven insights to improve our partner’s financial planning experience in NaviPlan, Client Portal or API channels.
  • 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.
  • 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 that will lead to successful business cases and roadmap planning.
  • Lead the organization during-pilot efforts to build successful client-facing data analytics and visualization products
  • Develop requirements and storyboards for UX and development teams.
  • Manage product backlogs while interfacing with UX, development, and QA teams.
  • 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.
  • Accountable for Advicent’s data inventory and proper management of data assets.
  • Lead ideation sessions to develop Business and Artificial Intelligence use cases and test suitability through demo’s and Proof-of-Concepts.
  • Collaborate on the product strategy and roadmaps with other product managers.
  • 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.
  • Drive 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.
  • Represent Advicent as a Product expert at industry tradeshows, conferences and other user group events.
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 in financial planning, financial services or FinTech industries, business intelligence, analytics, or product development.
  • Experience in core product management, including customer analysis, market segmentation, KPI management, operational management and roadmap development is highly desired.
  • Experience with cloud hosted, web and mobile applications.
  • Ability to think critically and analytically on a daily basis especially when it comes to researching data and analytics market trends.
  • Demonstrated ability to communicate, motivate and build trust within a cross-functional team without formal authority.
  • Experience working with agile development methodologies is desired. 
  • Familiar with Pragmatic Marketing methodologies or other product management frameworks preferred.
  • 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.
  • Some (10%) 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