"Alerted.org

Director of Product Management, Advisor Technology Ecosystem

Tempe, AZ

**Type:** Permanent

**Category:** Product Management

**Industry:** Financial Services

**Reference ID:** JN -012026-105009

**Date Posted:** 01/12/2026

**Shortcut:** http://careers.eliassen.com/n2056M

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Description:

_Onsite in Tempe, AZ_

Our client provides an independent advisor platform that empowers financial professionals to deliver comprehensive securities and investment advisory services. The organization combines integrated business management technology and personalized consulting to drive scale and efficiency. The role supports a best‑in‑class digital ecosystem for advisors while aligning technology strategy to firm objectives.

_This is a full-time, permanent opportunity, offering a competitive salary and comprehensive benefits package. Qualified applicants must be willing and able to work on a w2 basis._

Salary: $150,000 - $165,000/ yr. w2

Responsibilities:

Responsibilities

+ Drive the advisor technology strategy with a focus on innovation and scalability.

+ Evaluate, select, and integrate Wealthtech tools to enhance advisor productivity, client engagement, and operational efficiency.

+ Align product strategy with business objectives in partnership with executive leadership.

+ Recruit, develop, and lead product owners and consultants while fostering accountability, collaboration, and innovation.

+ Lead integration of third‑party solutions into the advisor platform ensuring interoperability, scalability, and security.

+ Oversee vendor relationships, QBRs, contract negotiations, and performance management.

+ Establish KPIs to measure adoption, satisfaction, and ROI of technology investments.

+ Drive continuous improvement using advisor feedback and market research.

+ Partner with Technology, Operations, Compliance, and Advisor Experience teams for deployment and support.

+ Represent the advisor voice in product decisions while balancing business needs and user experience.

+ Communicate product strategy, milestones, and progress to senior stakeholders.

+ Monitor developments in advisor technology and recommend adoption timing to maximize impact and efficiency.

+ Ensure solutions remain scalable to support growth.

Experience Requirements:

Experience Requirements

+ 5+ years of business or technical architecture experience.

+ 7+ years in a technical or business leadership role.

+ Background in business architecture, enterprise technology strategy, or wealth management platforms.

+ Experience with vendor evaluation, integration design, and compliance requirements.

+ Proficiency with Confluence, Jira, and Lucid Suite.

+ Strong communication skills to engage executives, advisors, and technology teams.

+ Ability to balance strategic vision with practical execution.

+ Experience establishing and managing KPIs for product adoption, satisfaction, and ROI.

Education Requirements:

Education Requirements

+ Bachelor’s degree in Business, Finance, Technology, or a related field.

+ MBA preferred.

_Recruitment Transparency Notice_

_Eliassen Group values transparency in our recruitment practices. Please be advised that Eliassen Group utilizes artificial intelligence (AI) tools as part of its initial application screening process. You may receive email and SMS notifications from the Eliassen Virtual Recruiting Team (_** **[email protected]_** **_, 781-808-2924) inviting you to complete a brief voice screening as part of your application process. These tools assist our hiring teams in different ways, including but not limited to, assistance in reviewing application materials to help identify candidates whose qualifications most closely match the requirements of the position. All AI-assisted evaluations and responses are reviewed by human recruiters before any hiring decisions are made. The use of AI in our process is intended to support fairness, efficiency, and consistency, and Eliassen Group takes measures to prevent bias or discrimination in connection with its hiring practices. By proceeding, you acknowledge, agree, and consent to Eliassen Group’s use of these tools, including AI tools, as part of the application and hiring process._

_Skills, experience, and other compensable factors will be considered when determining pay rate. The pay range provided in this posting reflects a W2 hourly rate; other employment options may be available that may result in pay outside of the provided range._

_W2 employees of Eliassen Group who are regularly scheduled to work 30 or more hours per week are eligible for the following benefits: medical (choice of 3 plans), dental, vision, pre-tax accounts, other voluntary benefits including life and disability insurance, 401(k) with match, and sick time if required by law in the worked-in state/locality._

_Please be advised- If anyone reaches out to you about an open position connected with Eliassen Group, please confirm that they have an Eliassen.com email address and never provide personal or financial information to anyone who is not clearly associated with Eliassen Group. If you have any indication of fraudulent activity, please contact_ [email protected]_ _._

_About Eliassen Group:_

_Eliassen Group is a leading strategic consulting company for human-powered solutions. For over 30 years, Eliassen has helped thousands of companies reach further and achieve more with their technology solutions, financial, risk & compliance, and advisory solutions, and clinical solutions. With offices from coast to coast and throughout Europe, Eliassen provides a local community presence, balanced with international reach. Eliassen Group strives to positively impact the lives of their employees, clients, consultants, and the communities in which they operate._

_Eliassen Group is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status._

_Don’t miss out on our referral program! If we hire a candidate that you refer us to then you can be eligible for a $1,000 referral check!_