We are seeking an experienced Product Manager to join our growing Product team and help bring to life EP Wealth’s digital strategy, managing a suite of experiences. Reporting to the Head of Product, this role will play a pivotal part in enhancing the end-to-end client experience by designing, delivering, and optimizing digital platforms that empower advisors that elevate service across all client segments. This is a unique opportunity to shape how clients interact with their financial lives - through intuitive, personalized, scalable, AI-powered solutions.
This is a hands-on, execution-focused role within a high-impact Product team. You’ll partner with stakeholders across advisory, service, operations, compliance, and data to shape client-centric solutions that improve advisor workflows, client engagement, and firm-wide productivity.
Duties and Responsibilities
Drive strategic or support operational planning for products to ensure they meet advisor, client and service and support team needs.
Partner with stakeholders across Advisory, Service, Operations, Compliance, and Technology to define product experience, write and review user stories, and detailed requirements that address the unique needs of EP’s client segments - including UHNW, HNW, and emerging wealth.
Lead experience design and discovery efforts - including stakeholder interviews, process and workflow audits and definition, and client and advisor journey mapping - to identify opportunities to optimize service models, automate tasks, and personalize digital interactions across the advisor-client lifecycle.
Translate high-level business and service goals into structured problem statements, business cases, prioritization frameworks, and tactical product backlogs aligned with EP’s broader digital roadmap and strategic objectives.
Manage the end-to-end lifecycle of product initiatives, from defining scope and success metrics through UAT and post-launch iteration - with a strong focus on Salesforce, agentic AI, integrations, and platform orchestration.
Work closely with engineering, enterprise architecture, and data teams to configure, connect, and deploy off-the-shelf tools that support a seamless and scalable EP Digital Platform experience.
Support increment and lead sprint planning, backlog refinement, QA, and delivery operations as we establish an Agile team, balancing speed of execution with attention to downstream advisor and client impact and benefit realization.
Monitor product usage, adoption, and experience gaps - leveraging analytics and field feedback to prioritize enhancements that improve workflow efficiency and client satisfaction.
Lead product launches and platform rollouts through clear enablement plans, including training documentation, advisor communications, and cross-functional go-to-market coordination.
Serve as a connector between Product, Technology, and Business teams, ensuring clarity of scope, impact, and execution expectations at every stage.
Participate in platform evaluations, vendor selection, and integration design efforts, helping EP make strategic “buy over build” decisions that balance speed, flexibility, and cost-efficiency.