Bachelor's degree in business, technology, or related field; advanced degree preferred.
8+ years of experience in digital product management or technology delivery.
Experience in wealth management, financial services, or fintech is strongly preferred.
Proven track record in developing product strategies and delivering measurable outcomes.
Strong experience across the product lifecycle from discovery to performance management.
Experience collaborating with cross-functional teams.
Leadership experience in product teams is preferred.
Responsibilities
Define and execute the advisor experience product roadmap based on advisor needs and business value.
Engage with Financial Advisors to identify pain points and improve digital experiences.
Lead product discovery, requirements gathering, and backlog management in collaboration with stakeholders.
Align business and technology partners on product priorities and delivery commitments.
Establish KPIs for product adoption and advisor satisfaction, driving continuous improvement based on feedback.
Identify opportunities to leverage emerging technologies to enhance advisor workflows.
Promote consistent product management practices and develop product talent.
Benefits
Paid Parental Leave
Generous Paid Time Off
Eligibility for a $2,000 referral bonus
Professional Development Assistance Plan
Focus on work-life balance to enhance performance and workplace atmosphere.
Full Job Description
The Director of Advisor Experience Product is responsible for defining and executing the product strategy and roadmap for Janney's advisor-facing digital experiences. This role reports to the Head of Digital Product Management and focuses on delivering intuitive, integrated, and efficient digital products that improve advisor productivity, streamline workflows, and enhance the ability of Financial Advisors to serve clients.
This leader partners with Financial Advisors, business leadership, Technology, Operations, and Risk the Director translates advisor needs and business priorities into product capabilities and measurable outcomes. The Director of Advisor Experience Product leads the product lifecycle from discovery and prioritization through delivery, adoption, and continuous improvement, ensuring alignment with Janney's broader digital product strategy.
What you are good at:
Product Delivery: delivering intuitive, integrated, and efficient digital products that improve advisor productivity, streamline workflows, and enhance the ability of Financial Advisors to serve clients.
Advisor Experience & Discovery: translates advisor needs and business priorities into product capabilities and measurable outcomes.
Product Strategy & Roadmap: leading the product lifecycle from discovery and prioritization through delivery, adoption, and continuous improvement, ensuring alignment with Janney's broader digital product strategy.
Responsibilities:
Product Strategy & Roadmap: Define Janney's digital product and experience and execute on the advisor experience product roadmap, prioritizing initiatives based on advisor needs, business value, strategic alignment, and technology dependencies.
Advisor Experience & Discovery: Engage Financial Advisors and their teams to understand workflows, identify pain points, and translate insights into improved digital experiences and capabilities.
Product Delivery: Lead product discovery, requirements, backlog management, prioritization, and delivery in partnership with Technology, Operations, and business stakeholders.
Stakeholder Partnership: Align business and technology partners around product priorities, delivery commitments, dependencies, and desired outcomes.
Adoption & Performance: Establish and monitor KPIs for product adoption, advisor satisfaction, productivity, usability, and business impact; use feedback and analytics to drive continuous improvement.
Innovation & Modernization: Identify opportunities to leverage automation, AI, data, and emerging technologies to simplify advisor workflows and enhance the digital experience.
Product Leadership: Promote consistent product management practices, collaborate across the Digital Product Management organization, and develop product talent as applicable.
What you have:
Bachelor's degree in business, technology, or a related field required; advanced degree preferred.
8+ years of progressive experience in digital product management, product strategy, or technology delivery.
Wealth management, financial services, or fintech strongly preferred.
Proven experience developing product strategies and roadmaps and delivering digital products with measurable business outcomes.
Strong experience across the product lifecycle, including discovery, prioritization, delivery, adoption, and performance management.
Experience partnering with cross-functional business and technology teams.
Product team leadership experience preferred.
Strong understanding of digital product management, user experience, agile delivery, and digital platforms.
Ability to translate advisor and business needs into actionable product strategies and priorities.
Excellent communication, stakeholder management, and influencing skills.
Strong analytical, problem-solving, and decision-making capabilities.
Ability to balance user experience, business value, technology constraints, and regulatory requirements.
Understanding of emerging technologies, including AI and automation, and their practical business applications.
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee's life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus and Professional Development Assistance Plan designed to help you make the most of your life at work and at home-today and in the future. Explore further.
About Janney Montgomery Scott LLC
Janney Montgomery Scott LLC is a full-service financial services firm that provides investment banking and brokerage services to individual and institutional investors. The company offers a range of services including wealth management, investment advisory, corporate finance, and fixed income trading. Janney Montgomery Scott LLC was founded in 1832 and is headquartered in Philadelphia, Pennsylvania. The company has over 1,800 employees and operates in over 100 locations across the United States.
