Empower innovation through effective product management, driving strategic direction and execution of technical data products. Collaborate cross-functionally to enhance user experience and optimize performance metrics for success.

Tackle strategic product management for a technical product line, engaging stakeholders to define features and ensure delivery of capabilities while driving product performance and improvements across the organization.

Drive client engagement by conducting proactive outreach, guiding account setup, and resolving issues. Collaborate with teams to enhance onboarding outcomes and ensure a seamless client experience throughout the lifecycle.

Optimize product strategies and lead cross-functional collaborations to enhance technical product performance while driving marketable capabilities and data governance within a dynamic environment.

Accelerate growth in Affluent Wealth Management by collaborating with leaders and advisors to enhance productivity through strategic coaching and education in financial planning and practice management. Significant travel required.