Manages assigned advisory offers from concept through launch and steady-state operations, including roadmap planning, backlog management, and ongoing enhancements.
Maintains ongoing accountability for offer backlogs, roadmaps, and operating cadences, including prioritizing and grooming product backlogs, developing and updating multi-horizon roadmaps, and establishing regular stakeholder forums.
Serves as the product owner, leading internal teams to build, test, and refine offer capabilities.
Maintains accountability for offer performance, alignment to strategy, and delivery against milestones.
Conducts research and gathers data to perform market analyses and for assigned offers.
Executes and supports go-to-market plans for new and enhanced offers, coordinating approvals across Legal, Compliance, and other internal partners.
Tracks business performance for assigned offers, including revenue, profitability, adoption, and client outcomes.
Partners across Advisory departments, Sales, Operations, Marketing, Technology, Finance, Legal, and Compliance to deliver high-quality, scalable offers.

Bachelor’s degree or equivalent combination of education and relevant experience.
5+ years of total relevant work experience in offer management, product management, consulting, strategy, or a related discipline.
FINRA Series 7 and Series 66 licenses to be obtained and maintained within six (6) months of assuming the role.
Experience supporting advisory, consulting, or client-focused financial services offerings.
Proven track record of researching, identifying, and prioritizing market and client needs.
Strong analytical and strategic thinking skills with the ability to translate insights into actionable recommendations.
Ability to work effectively across functions and influence without formal authority.
Demonstrated ability to manage multiple initiatives, analyze data, and communicate insights clearly to diverse stakeholders.

Competitive compensation
Annual bonus eligibility
A generous retirement plan
Hybrid work schedule
Health and wellness benefits, including online therapy
Paid time off for vacation, illness, medical appointments, and volunteering days
Family care resources, including fertility and adoption benefits

Offer Manager, Advisory Services

Key skills