Product Manager, Advisor Technology
About the Role
Global Advisers is seeking a Product Manager, Advisor Technology in Los Angeles, CA to own the roadmap for internal advisor and client technology, converting business needs into clear product requirements, priorities, testing plans, and measurable improvements. The role is designed for professionals who can exercise sound judgment, work collaboratively, and maintain high standards of accuracy, client service, and professional conduct.
Responsibilities
- Gather requirements from advisors, operations, compliance, investment, and client-service teams.
- Prioritize product improvements based on business value, risk, user impact, and implementation effort.
- Write requirements, acceptance criteria, and release plans.
- Coordinate development, testing, launch, training, and post-release review.
- Track product usage, defects, workflow friction, and opportunities for automation.
- Ensure product changes respect security, privacy, compliance, and records requirements.
Qualifications
- Bachelor's degree or equivalent professional experience.
- Four or more years of product management, business analysis, financial technology, or related experience.
- Strong requirements, prioritization, stakeholder-management, and communication skills.
- Ability to understand technical tradeoffs without losing sight of business outcomes.
- Experience delivering cross-functional software initiatives.
Preferred Qualifications
- Experience with wealth-management, financial-planning, CRM, or portfolio technology.
- Agile product-management or project-management certification.
Skills for This Role
Product Management, Project Management, Process Design, Automation & Workflow, Cross-Functional Leadership, Data Analysis, Quality Assurance & Testing
How We Evaluate Candidates
Global Advisers operates as a meritocracy. We evaluate candidates against the requirements of the role, demonstrated capability, judgment, initiative, professionalism, and the quality of their work.
Employment Notices
Equal Employment Opportunity
Global Advisers provides equal employment opportunity to qualified applicants and employees without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state, or local law. Employment decisions are based on merit, qualifications, performance, and legitimate business needs. Global Advisers does not tolerate unlawful discrimination, harassment, or retaliation.
Reasonable Accommodation
Global Advisers is committed to providing reasonable accommodation to qualified applicants with disabilities during the recruiting and application process. If you need an accommodation to apply for a role, contact careers@globaladvisers.com. Requests for accommodation are considered in accordance with applicable law.
Employment Information
Role requirements, compensation, benefits, work arrangements, licensing requirements, and employment eligibility are position-specific and subject to applicable law. Any background, credential, or licensing review is conducted only as appropriate for the role and in accordance with applicable federal, state, and local requirements.