Shape the future of advisor technology by leading product management initiatives that enhance advisor workflows, improve client outcomes, and drive adoption of innovative AI-native tools through effective collaboration and strategy execution.

Lead the charge in shaping technology solutions for advisor experiences, driving product innovation while collaborating closely with business leaders and engineering to enhance advisor tools and client outcomes over a 12-18 month roadmap.

Champion the technology product roadmap for advisor tools, collaborating with stakeholders to identify and solve key business challenges. Drive AI-native digital solutions that enhance advisor capacity and elevate client outcomes with measurable impact.

Shape the future of project management by leading complex, large-scale initiatives. Drive collaboration across teams, ensuring timely delivery of high-quality solutions that meet diverse business needs and adapt to changing scopes and risks.

Lead the charge in driving complex projects that affect multiple areas, ensuring on-time delivery within scope and budget, while fostering collaboration and communication among diverse stakeholders to achieve strategic business goals.