Digital Product Manager - Institutional Onboarding Platform

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

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