Define and drive the product vision for the advisor digital workplace across Microsoft 365 platforms including Outlook, Teams, SharePoint, OneDrive, and Office applications
Establish and maintain a unified, scalable operating model supporting both W2 and 1099 advisor environments
Own a single consolidated M365 backlog and roadmap aligned to advisor productivity outcomes and business value
Serve as Product Owner for M365 initiatives within PI planning and execution, owning prioritization and scope decisions
Partner with Technology, EPMO, Compliance, Risk, Operations, and Service teams to manage dependencies and delivery outcomes
Lead advisor onboarding enablement including Day 1 readiness for email, collaboration, and file access
Define standardized digital workplace offerings such as role‑based provisioning and packaged M365 solutions
Own lifecycle management for third‑party tools integrated into the M365 ecosystem
Establish governance and compliance standards across email, Teams, document management, and external collaboration
Build, develop, and lead a team of product managers and product owners with clear accountability and performance expectations

10+ years of experience in product management, digital workplace, or enterprise productivity platforms
5+ years of experience owning or managing Microsoft 365 capabilities
5+ years of experience leading product managers or product owners as a people leader
Experience owning an end‑to‑end product lifecycle including intake, prioritization, roadmap management, delivery, and adoption
Experience partnering with Technology, Compliance, and Risk teams in a regulated enterprise environment

VP, Product Management – Digital Workplace Experience

Key skills