Product Manager (Advisor Services)

Social Capital Resources; Tampa (FL); On-site; USD 110,000 - 160,000; Full time

Job summary

Social Capital Resources in Tampa is seeking a Product Manager to drive the Advisor Services platform, integrating custody, trading, billing, reporting, and client portals for RIAs and wealth managers.

You will own the product strategy and roadmap, translate complex regulatory and operational needs into clear requirements, and collaborate with engineering, compliance, and sales to deliver a unified, scalable experience.

Qualifications

• Bachelor's degree or equivalent with 5+ years in PM, engineering, or consulting.
• Strong written, verbal and collaboration skills.
• Experience in brokerage, custody, wealth management, or fintech.
• Knowledge of ACATs, model portfolios, rebalancing, and client portals.
• Translate complex requirements into actionable product plans.
• Cross-functional collaboration with Engineering, Operations, Compliance, Legal, Risk, Sales and client teams.
• Understand regulatory and disclosure requirements in broker-dealer or RIA.
• Product-minded operator for advisor experience and infrastructure.
• Simplify custody, trading, billing, reporting workflows.
• Familiar with advisor workflows and client onboarding.

Responsibilities

• Own product strategy and roadmap for Advisor Services.
• Define advisor and client experience across web and mobile.
• Translate needs into detailed requirements and stories.
• Build capabilities for onboarding, ACAT, rebalancing, billing, reporting.
• Unify digital account opening, custody, trading, billing, and client portal.
• Mentor team members to meet objectives.

Skills

Product strategy

Roadmap planning

Cross-functional

Brokerage knowledge

ACATs knowledge

Wealth management

JIRA

Confluence

Regulatory knowledge

Client onboarding

Communication skills

Education

Bachelor's degree

Tools

JIRA

Confluence

Job description

Financial Services Firm in Tampa, Florida is seeking a Product Manager to assist with the growth of their Advisory Services business!

Responsibilities:

• Assist with building an Advisor Services platform and a modern advisor custody and technology platform designed to support RIAs, independent advisors, wealth managers, and affiliated advisor businesses.
• Own the product strategy and roadmap for Advisor Services, including advisor onboarding, client account opening, custody workflows, account maintenance, trading, portfolio management, billing, reporting, and service tools.
• Define the core advisor and client experience across web and mobile, including advisor dashboards, household/account views, client portals, document workflows, approvals, and operational task management.
• Translate advisor needs into detailed product requirements, user stories, process flows, and implementation plans for Engineering, Design, Operations, Compliance, and Risk teams.
• Build product capabilities that improve advisor efficiency, including digital onboarding, ACAT/account transfer workflows, model portfolio support, rebalancing workflows, billing automation, performance reporting, and third-party integrations.
• Responsible for building a product that will bring together digital account opening, custody, trading, portfolio management, billing, reporting, advisor workflows, integrations, and a client-facing portal into a unified platform experience.
• Mentor employees to help them achieve individual & team objectives

Qualifications:

• Bachelor's degree or equivalent 5+ years of experience in Product Management, Engineering, or Consulting
• Strong written, verbal and collaboration skills
• Experience building or managing product capabilities within brokerage, custody, wealth management, advisor technology, fintech, or institutional financial services.
• Knowledge of ACATs, model portfolios, rebalancing, fee billing, performance reporting, householding, advisor permissions, and client portal design.
• Ability to convert complex business, operational, regulatory, and technical requirements into clear product requirements and execution plans.
• Experience working cross-functionally with Engineering, Operations, Compliance, Legal, Risk, Sales, and client-facing teams.
• Understanding of regulatory, supervisory, disclosure, books and records, and client communication requirements in a broker-dealer or RIA environment.
• Product-minded operator who understands both the advisor experience and the operational infrastructure required to support it.
• Able to simplify complex custody, trading, billing, reporting, and service workflows into intuitive product experiences.
• Strong understanding of advisor workflows, client onboarding, account structures, trading, reporting, billing, operational processes, and service tooling.
• Proficiency in JIRA, Confluence, or similar product/project management tools.
• Excellent written and verbal communication skills, with the ability to drive alignment across senior stakeholders and technical teams.
• Direct experience with RIA custody, advisor services, wealth management platforms, portfolio management systems, or broker-dealer clearing infrastructure.
• Familiarity with platforms such as Altruist, Schwab Advisor Services, Fidelity Institutional, Pershing, Orion, Black Diamond, Tamarac, Addepar, or similar advisor technology ecosystems.