Digital Product Manager - Digital Solutions

Beacon Hill; California (MO); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Medical, dental & vision

401(k) matching

Paid time off

Job summary

Beacon Hill seeks a Digital Product Manager to lead the onboarding platform for institutional and advisor users in a financial services context. You will convert manual onboarding into scalable digital workflows, gather requirements, and drive end-to-end delivery with cross-functional teams.

Ideal candidates excel in Agile environments, have strong stakeholder management, and familiarity with enterprise platforms like Appian, Salesforce, Aladdin, or Charles River.

Qualifications

• 5+ years in Digital Product Management in financial services or wealth management.
• Hands-on onboarding experience for institutional or advisor users.
• Transform operational workflows into digital, self-service platforms.
• Strong product lifecycle and backlog management skills (Agile/Scrum).
• Experience designing front-end digital solutions and integrating with enterprise platforms.

Responsibilities

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

Skills

Digital product mgmt

Financial services

Agile/Scrum

Stakeholder mgmt

Onboarding platforms

AI prototyping

Requirements gathering

Platform integration

Job description

PREFERED INDUSTRY EXP: BROKER DEALER/ WEALTH MANAGEMENT / FIXED INCOME

Digital Product Manager - Digital Solutions

Must-Haves

• 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.

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents:

Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Benefits Information:

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.