Product Manager, Financial Planning

At Advisor360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement.

What sets us apart? It's not just the tech (though it's best-in-class). It's the people, the purpose, and the passion behind everything we do.

We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management.

As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. Join us, and be part of a company that's not only moving fast—but making it count.

This role is hybrid, requiring three days per week onsite in our Needham, MA headquarters.

As a Senior Product Manager, you will bring to life our Financial Planning offering, ensuring delivery of customer value and commercial impact through focused execution. This role requires strong product intuition, excellent collaboration skills, and a passion for solving customer problems through thoughtful and scalable solutions. You will be responsible for managing the product lifecycle from discovery through delivery, driving alignment across teams, and delivering outcomes that reflect both user needs and business goals. You will serve as the go-to expert for your product area and work cross‑functionally to ensure your solutions are impactful, feasible, and aligned with a broader product strategy.

Here’s What You’ll Do:

• Deliver Outcomes: Drive measurable impact by defining success metrics and ensuring every release delivers meaningful customer and business value.
• Own the Planning Roadmap: Manage and prioritize digital financial planning product enhancements and new features, balancing goal‑based planning capabilities, cash flow modeling, scenario analysis, and other critical planning features that advisors need.
• Evaluate Build vs. Partner Decisions: Assess when to build proprietary planning capabilities versus integrate with best‑in‑class financial planning providers (eMoney, MoneyGuidePro, RightCapital), making strategic recommendations based on customer needs, technical feasibility, and business impact.
• Manage Partner Relationships: Collaborate with financial planning vendors and technology partners to ensure seamless integrations, negotiate product roadmaps, and advocate for our customers' needs within partner ecosystems.
• Be the Planning Expert: Serve as the internal and external authority on financial planning best practices, speaking fluently about Monte Carlo simulations, tax‑efficient strategies, retirement planning, estate planning, and other core planning concepts with customers and stakeholders.
• Bridge Technical and Advisory Worlds: Translate complex financial planning methodologies into clear product requirements, ensuring engineering teams understand the nuances of advisor workflows and client planning needs.
• Drive Execution: Lead product discovery, iteration planning, and delivery to ensure timely, high-quality results.
• Communicate Clearly: Author clear and concise requirements, user stories, and vision documents that guide development and stakeholder expectations.
• Measure Impact: Analyze planning feature adoption, advisor engagement metrics, and client outcome improvements to validate success and inform future priorities.
• Represent the Product: Actively engage with advisory firms, enterprise clients, and industry forums to gather feedback, demonstrate thought leadership in financial planning, and ensure our solution meets evolving market needs.

What You Bring to the Table:

• 5+ years of experience in financial services or enterprise SaaS.
• Direct experience with goal‑based financial planning services or technology is required, including understanding of financial planning methodologies and best practices.
• Familiarity with financial planning software platforms (eMoney, MoneyGuidePro, RightCapital) and enterprise wealth management systems is a plus.
• CFP (Certified Financial Planner) designation is preferred but not required.
• Deep understanding of user needs, business strategy, and how to align the two.
• Demonstrated success delivering high‑impact features from concept to launch.
• Strong analytical skills and experience using data to drive product decisions.
• Ability to translate complex problems into elegant solutions.
• Excellent communication and interpersonal skills; builds trust with cross‑functional teams.
• Proficient in Agile methodologies, with hands‑on experience managing backlogs and sprint planning.
• Comfortable working autonomously while actively collaborating with partners across the organization.

Why You’ll Love Working Here:

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect:

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance‑based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.

Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.

The estimated base salary range for this position is $161,000-$183,000 + bonus & equity.

Advisor360 provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications.

Additionally, Advisor360 leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360 reserves the right to modify this information at any time, subject to applicable law.

While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time.

To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.