Digital Onboarding Product Manager - Financial Services

Beacon Hill Staffing Group LLC

Irvine, Northern (CA, KY)

Hybrid

USD 100,000 - 140,000

Full time

14 days+

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Job summary

Beacon Hill Staffing Group LLC is seeking a Digital Product Manager for Digital Solutions to lead the new institutional onboarding platform. You will transform manual onboarding into scalable digital workflows and self-service experiences for institutional and advisor users.

You will gather business requirements, create user stories, manage backlogs, and partner with architecture, engineering, UX, and data teams to define and deliver capabilities, while coordinating integrations with enterprise

Qualifications

5+ years of Digital Product Management experience in financial services, asset management, wealth management, or retirement services.
Hands-on experience with institutional onboarding, or advisor onboarding.
Experience transforming manual operational workflows into client-facing digital products or self-service platforms.
Strong background in product lifecycle management, including requirements gathering, user stories, backlog management, Agile/Scrum, and release planning.
Experience designing digital front-end solutions and integrating with enterprise platforms such as Appian, Salesforce, Aladdin, Charles River, or similar systems.
Strong stakeholder management skills with the ability to serve as the voice of the business.
Experience using AI-assisted product discovery, prototyping, wireframing, or requirements tools is a plus.
Experience delivering advisor-facing or institutional-facing digital products.
Knowledge of portfolio construction or investment operations platforms.
Experience with Salesforce integrations.
Familiarity with AI-powered prototyping and rapid product discovery tools.

Responsibilities

Lead the end-to-end delivery of a new digital onboarding platform for institutional and advisor users.
Convert manual onboarding and operational processes into scalable digital workflows and self-service experiences.
Gather business requirements, create user stories, manage product backlogs, and prioritize features.
Partner with business, architecture, engineering, UX, and data teams to define and deliver product capabilities.
Drive product execution across discovery, design, development, testing, deployment, and post-launch enhancements
Coordinate integrations with enterprise platforms and internal systems to support seamless onboarding.
Facilitate sprint planning, roadmap alignment, dependency management, and cross-functional communication.
Ensure digital solutions improve user experience while meeting business and operational requirements.