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 - Platform

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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 Manager - Platform, you will lead the platform direction for Advicent’s financial planning products in the North America markets that support high-growth objectives and client retention while also increasing the profitability of existing products. This position is responsible for providing platform strategy, roadmaps, requirements, technical support/solutions strategy for Product Management, Development and DevOps organizations as it relates to the NaviPlan SaaS platform. Furthermore, this position is responsible for recommending realistic and sustainable support options with enterprise firms, advisors and their clients in mind. 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.
  • Successfully launch new products and releases to the market through close collaboration with organizational readiness teams, leading those initiatives.
  • Takes a leadership role in identification and execution of product life-cycle management tasks across the organization.
  • Manage and mentor a team of business analysts.
  • Lead cost modeling analysis for the NaviPlan platform inclusive of core planning, client portal and API assets.
  • Perform product research with win/loss analysis, NPS, client interviews, wallet share analysis and present findings/recommendations to senior management.
  • Assist in the development and implementation of the company-wide go-to-market plan, working with all departments to execute.
  • 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 financial planning, product management or equivalent experience in related functions.
  • 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.
  • 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.
  • Experience working with agile development methodologies is preferred. 
  • Familiar with Pragmatic Marketing methodologies or other product management frameworks preferred.
  • Financial services industry expertise and Certified Financial Planner designation is a plus
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