First Command Financial Services

Senior Digital Product Manager, Client Portal

First Command Financial Services$100K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required (considering equivalent experience)
  • 4-7 years in product management, business analysis, or similar roles
  • Certifications in Product Management, Agile/Scrum, or Salesforce Financial Services Cloud preferred
  • Knowledge of outcome-based product strategies and dependency management
  • Advanced skills in feature definition and discovery techniques

Responsibilities

  • Drive the vision and strategy for digital solutions in Client Relationship Management
  • Translate business needs into actionable features and maintain a prioritized backlog
  • Conduct market research to validate customer needs and inform product strategy
  • Monitor product metrics and trends for continuous value realization
  • Collaborate with cross-functional teams to ensure aligned delivery and quality

Benefits

  • Collaborative and flexible work environment
  • Opportunity for professional growth and skill development
  • Access to continued education and relevant trainings
  • Engagement with cutting-edge technologies in wealth management
  • Impactful role in shaping product solutions for client relationship management
Full Job Description
Job Description

How will this role impact First Command?

The Senior Digital Product Manager drives the vision, strategy, and execution of digital solutions for Client Relationship Management with a focus on Wealth Management & Banking. The role defines and prioritizes an outcome-based roadmap, translates business needs into actionable Features (Vision, Business Needs, Value), and partners with business and delivery teams to ensure solutions deliver measurable value, quality, and compliance readiness.

As the primary business-context Subject Matter Expert (SME), this role communicates the 'why' behind the work and ensures alignment across stakeholders and delivery teams. Operating independently, the role champions strategic roadmap and feature-definition practices, anticipates constraints and risks early, reduces churn through clear requirements and alignment, and defines and monitors product metrics tied to value realization.

Strategic Roadmap Ownership

  • Independently own product vision and an outcome-based roadmap for Client Relationship Management, aligned to business strategy and enterprise OKRs.
  • Independently identify and manage cross-product and cross-team dependencies; coordinate sequencing and release planning with stakeholders and delivery leadership.
  • Maintain visibility and traceability of prioritized opportunities and features in Azure DevOps (or equivalent) to keep roadmap, backlog, and delivery synchronized.
  • Champion strategic roadmap practices and proactively manage dependencies to improve predictability.


Feature Definition

  • Translate business needs into complete, actionable features that articulate Vision, Business Needs, Value, and acceptance intent.
  • Maintain a prioritized feature backlog that supports delivery planning through Current Sprint +2; ensure clarity, priority, and sequencing align to the roadmap.
  • Collaborate deeply with Digital Product Owner, architecture, engineering, and quality partners to validate feasibility and reduce churn through early alignment.
  • Intake and prioritize technical debt and platform enablement work; communicate tradeoffs and implications to outcomes and delivery plans.
  • Anticipate constraints (security, legal/compliance, privacy, operational readiness) and mitigate early through discovery and feature definition.
  • Champion feature definition standards and reduce rework through clearer acceptance intent and earlier alignment.


Value Assurance

  • Perform feature/solution acceptance to verify delivered work solves the original business problem and supports intended value realization.
  • Define product and experience metrics and monitor trends; use evidence to refine priorities and value-capture plans.
  • Independently escalate delivery gaps, value risks, and quality concerns early; drive resolution and prevention with delivery and stakeholders.


Alignment

  • Buildandmaintainrelationships withFirst Command business leaderstoalign product strategy with business strategy.
  • Communicate the "why" behind priorities and features; facilitate decisions and resolve misalignment across business and technology partners.
  • Act confidently as SME for business logic and value; remove friction between business and delivery teams through proactive alignment.


Discovery, Business Case & Go-to-Market

  • Conduct or partner on customer/market research and discovery to validate problems and identify opportunities for Client Relationship Management.
  • Develop business cases (hypotheses, benefits, costs, risks) and synthesize research into investment recommendations.
  • Partner with UX/CX, operations, and adoption/change leaders to ensure releases are business-ready and adoption is supported.
  • Evaluate emerging technologies and relevant innovative propositionstoidentifynew opportunities.


Product & Domain Expectations

  • Maintain deep knowledge of Salesforce Financial Services capabilities and non-functional requirements; ensure alignment to security, privacy, regulatory, and audit expectations.


Tooling & Communication Artifacts

  • Create and maintain product artifact and ensure tooling traceability from opportunity -> feature -> acceptance outcomes.


Collaboration Model

  • Sync with other Product Managers to align roadmaps, manage cross-product dependencies, and prevent overlap in ownership.
  • Partner with the Digital Product Owner by providing actionable features and aligning prioritization so the team backlog reflects business urgency.
  • Collaborate with Solution Architects and delivery leadership to validate feasibility, inform architectural runway, and ensure shared understanding of requirements and sequencing.
  • Engage Quality partners to align on intent and value, improve quality visibility, and support confident release readiness decisions.


Who will this employee lead?

  • No direct supervisory responsibility but must provide guidance to Agile teams and collaborate with cross-functional stakeholders.


What skills and qualifications does this employee need?

Education

  • Bachelor's degreerequired(may consider experience in lieu of degree)


Work Experience

  • 4 - 7years of experience in product management, business analysis, or a related field


Certifications

The preferred candidate will have one or more certifications in the following areas:

  • Product Management
  • Agileand Scrum
  • Salesforce Financial Services Cloud
  • Process Improvement
  • Financial ServicesLicenses


Required Knowledge, Skills and Abilities

Knowledge

  • Outcome-based product strategy and roadmap practices; dependency management across products/teams and OKR alignment.
  • Advanced feature definition practices and discovery techniques to reduce churn and rework.
  • Agile delivery collaboration across PO/architecture/engineering/QA; understanding of sequencing and delivery constraints.
  • Product measurement and value realization: KPI definition, trend interpretation, and evidence-based prioritization.
  • Risk, compliance, privacy, security, and operational readiness considerations in regulated environments.
  • Strong knowledge of Salesforce Sales/Financial Services Cloud and enterprise constraints to anticipate impacts and mitigate risks early.


Skills

  • Strategic storytelling and stakeholder alignment: communicate "why," tradeoffs, and outcomes; drive decisions.
  • Problem framing: translate ambiguity into clear scope, acceptance intent, and success measures.
  • Requirements clarity: write actionable features and supporting artifacts that reduce rework.
  • Cross-functional leadership: partner with PO/architecture/engineering/QA to ensure feasibility and quality.
  • Metrics fluency: define and use signals to refine sequencing and measure value realization.
  • Tool fluency: maintain traceability and transparency in ADO (or equivalent).


Abilities

  • Operate independently while maintaining accountability for outcomes, quality, and value.
  • Influence without authority across teams and stakeholders to resolve misalignment.
  • Anticipate risks and constraints early and adjust plans accordingly.


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About First Command Financial Services

First Command Financial Services, Inc. is a financial planning organization that focuses on serving the unique needs of military families. The company was founded in 1958 by a retired Air Force officer and has since grown to serve clients across the United States. First Command offers a range of financial planning services, including investment management, retirement planning, insurance, and banking. The company is committed to providing personalized service and education to help military families achieve their financial goals.
Learn more about First Command Financial Services
Size
500 employees
Industry

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