Digital Product Manager - Digital Solutions

Beacon Hill Staffing Group, LLC; Irvine (CA); On-site; USD 120,000 - 150,000; Full time

Job summary

Beacon Hill Staffing Group, LLC is seeking a Digital Product Manager to lead a new digital onboarding platform for institutional and advisor users within the financial services space. You will convert manual onboarding into scalable digital workflows and manage end-to-end product delivery.

Collaborate with business, architecture, engineering, UX and data teams; create user stories, backlog, and roadmaps; drive sprint planning and ensure a superior user experience while meeting regulatory and

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 onboarding 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 integrating with enterprise platforms such as Appian, Salesforce, Aladdin, Charles River, or similar systems.

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.

Skills

Digital product management

Financial services domain

Stakeholder management

Agile/Scrum

AI-assisted discovery

Tools

Appian

Salesforce

Aladdin

Charles River

AI prototyping tools

Job description

Digital Product Manager - Digital Solutions

Preferred Industry Experience: Broker Dealer / Wealth Management / Fixed Income

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.

Beacon Hill Technologies, a premier National Information Technology Staffing Group, provides world class technology talent across all industries utilizing a complete suite of staffing services. Beacon Hill Technologies' dedicated team of recruiting and staffing experts consistently delivers quality IT professionals to solve our customers' technical and business needs. Beacon Hill Technologies covers a broad spectrum of IT positions, including Project Management and Business Analysis, Programming/Development, Database, Infrastructure, Quality Assurance, Production/Support and ERP roles.

Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com .

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.

We look forward to working with you.Beacon Hill. Employing the Future™