Product Director - Financial Adviser Technology

SimplyBiz PLC; Greater London; Remote; GBP 120,000 - 170,000; Full time

Job summary

Defaqto in the UK is seeking a Product Director for Adviser Technology to define and deliver the vision, strategy, and commercial performance across a portfolio of SaaS products.

Reporting to the Chief Product Officer, you''ll lead market intelligence, roadmap, and investment decisions, ensuring exceptional customer outcomes and sustainable growth while staying compliant with UK financial adviser regulations.

Qualifications

• Experience leading a SaaS product portfolio.
• Strong track record delivering end-to-end product strategy.
• Experience in UK financial adviser sector.
• Ability to operate in a fast-paced, customer-centric environment.

Responsibilities

• Own the product strategy, planning and delivery for the Adviser Tech portfolio.
• Drive roadmap prioritisation and investment cases.
• Measure performance and drive product profitability.
• Collaborate with ExCo and senior stakeholders.

Skills

Product leadership

SaaS product management

P&L ownership

Stakeholder management

Regulatory knowledge

Job description

Product Director - Financial Adviser Technology

Department: Product

Employment Type: Permanent - Full Time

Location: Remote - UK

Reporting To: Chief Product Officer

Description

Lead the product strategy for a market-leading portfolio of financial adviser technology solutions that help financial professionals make smarter decisions every day.

Role Overview: Reporting to the Chief Product Officer, the Product Director will define and deliver the vision, strategy, and commercial performance of Defaqto's Adviser Technology product portfolio. You will bring together multiple SaaS products into a compelling market proposition, ensuring exceptional customer outcomes and sustainable business growth.

Working closely with senior stakeholders, including the Executive Committee, you will drive investment decisions, roadmap prioritisation, and product innovation. This is a highly strategic role for a commercially minded product leader who thrives in fast-paced, customer-centric technology businesses.

Essential Requirement: Experience in the UK financial adviser sector.

What you'll do

As Product Director, you will own the product strategy, planning, investment, delivery and ongoing performance for a portfolio of Defaqto’s financial adviser SaaS products. Once you've got to grips with the product range, your initial primary focus will be to deliver a coherent portfolio proposition for the market.

You will have responsibility for maximising the overall performance of the products in terms of numbers of financial decisions influenced and revenue / product profitability, as well as identifying opportunities to extend or enhance the product range and bring new products to market.

• Ownership of the product and portfolio vision and strategy including roadmap prioritisation
• Delivery of market and customer intelligence
• Ownership of the portfolio P&L along with product investment cases
• End-to-end product performance measurement and improvement

What you'll need to succeed:

Essential requirements:

• Experience working in the UK financial advice sector with a strong working knowledge of the regulatory landscape in which they operate.
• Experience as a Head of Product, Product Director or Senior Product Manager in a small to medium sized firm is essential.
• Demonstrable success in the development and growth of an outstanding SaaS product.
• Experience managing a portfolio of tech products.
• Proven success in the delivery of high-quality digital user experiences that have delighted end users and performed ahead of the competition.
• Appreciation and understanding of high-quality user-centric product design.
• Detailed knowledge of the marketing, sale, expansion, operation, and support of digital products.
• Entrepreneurial mind-set - we'll be looking out for examples of this on your CV and during the selection process.
• Experience owning the P&L for a SaaS product and for creating financial forecasts and investment cases to govern the allocation of resources within the business.
• While you will have a small team working closely with you and your emphasis will be at the strategic level, you will also need to roll your sleeves up and get stuck in, which is why it is essential you have experience in a small to medium-sized business.

Your approach to work:

• Relationship building, networking and influencing – your key stakeholders will include the ExCo.
• Happy working at pace
• Collaboratively

Important to know:

Location: This is a UK-based remote working role with a requirement to be in the London or Haddenham offices at least a couple of times per month. We can also offer hybrid working from either of these offices.

Right to Work:

Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.