Job Description
Lead Product Manager (Client Onboarding)
A rapidly growing B2B WealthTech company is transforming how financial advisors engage with clients across the financial services and wealth management industry. Its platform enables leading financial institutions to simplify complex investment conversations through intuitive digital experiences, helping advisors build trust, improve investor understanding, delivering better client outcomes.
The organization is entering an exciting phase of growth and is investing heavily in product innovation to redefine the advisor and client experience across enterprise wealth management.
About the Role
The company is seeking a Lead Product Manager to own and evolve its flagship onboarding experience, responsible for helping financial advisors and their clients get up and running quickly, confidently, and with minimal friction.
This is...