Lead Product Manager

About the Role

We’re looking for a Lead Product Manager to own Flow, our new onboarding experience designed to help advisors and clients get up and running quickly and confidently. This is a high-impact role at the intersection of product strategy, customer experience, and operational scale.

In this role, you’ll define the vision for Flow, and shape how onboarding evolves across our platform. Working closely with design, engineering, and go-to-market teams, you’ll deliver experiences that simplify complex advisor workflows. This role is ideal for someone with deep wealth management and financial services expertise, who additionally has experience mentoring and supporting the growth of other PMs as the product organization scales.

What You’ll Be Doing

• Own the strategy, roadmap, and outcomes for Flow end-to-end.
• Design onboarding experiences that drive faster activation, stronger adoption, and long-term customer confidence.
• Mentor PMs and help raise the bar for product thinking, execution, and customer empathy across the team.
• Talk to advisors, enterprise partners, and internal teams regularly to uncover friction and opportunities.