Sr. Product Manager, Client Portal

Be a part of the team behind our success!  At Advisor Group, we support more than 11,300 financial professionals, the people who help everyday Americans achieve their dreams. We’re a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Digital Platform Opportunity in Financial Services

Senior Product Manager, Client Portal

Location:         20 E. Thomas Road, Phoenix, AZ 85012

                          2300 Windy Ridge Parkway, Atlanta, GA 30330

                          877 Executive Center Drive West, St. Petersburg, Florida 33702

                          7755 3rd Street North, Oakdale, MN 55128

                          10 Exchange Place, Jersey City NJ 07302


The Senior Product Manager, eQuipt Client Portal, will work as a business lead within the Scrum Team and will be responsible for representing the Product Owner in prioritizing, refining, and delivering user stories within each sprint. You will play a meaningful role with the VP of Platform Integration and Innovation in competitive research, identifying new features and functionality for the Client Portal web application, prioritize backlog items, participate in focus groups, collect input from internal stakeholders, and collaborate on wireframes and prototypes. You will also work across the organization, including but not limited to operations, training, marketing, and sales when new features are to be released and to drive awareness and adoption of the application and new features being deployed.


  • Competitive research and analysis
  • Definition/design of:
    • User personas
    • Product features
    • Journey maps
    • Product backlog
    • User stories
    • Key metrics to track adoption and ROI
    • Go to market plan
  • Act as business lead within the scrum team and work closely with the scrum master, business analyst and development team
  • All other duties as assigned.

Education Requirements:

  • Bachelor’s degree in finance, business, marketing, graphic design, or computer science is required.

Basic Requirements:

  • Minimum of 5 years working in financial services; either in: asset management, banking, broker/dealer, RIA, or FinTech companies.
  • Minimum of 2 years of direct product management experience working in an Agile Scrum framework.
  • Experience with end-investor facing technology (robo platforms, data aggregation, personal financial management apps, advisor facing technology (new account opening platforms, workflow systems, user maintenance systems, client relationship management apps, trading and wealth management platforms), or back office systems for a financial firm.
  • Leadership – the scrum team will look to you for servant leadership
  • Attention to detail – User stories will depend on how clearly you articulate business rules and acceptance criteria
  • Business acumen – we need someone who understands the industry we operate in, the industry peers we compete with, and the internal functions of an independent broker/dealer and RIA
  • Effective communication – this person will need to clearly convey vision and purpose to the Scrum Team, internal representatives, and to the clients of the firm
  • Self-Management – this person will need to be comfortable working with minimal supervision and be able to provide leadership and direction to the scrum team(s)
Equal Opportunity Employer

Advisor Group is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.


Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Advisor Group.

Unqualified Applications

Advisor Group does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Work Location

Unless expressly listed for the position, neither relocation benefits nor remote work arrangements are available for the position. Attendance at assigned business location on designated work schedule is required.

Recruiting Agencies

Advisor Group only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.