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Sr. Director, Product Management - PlatformsApply

Company: Edelman Financial Engines
Location: Santa Clara
Posted on: May 3, 2021

Job Description:



At Edelman Financial Engines, we believe every hardworking American deserves to move their financial life forward, and were growing our team so we can help more clients every day.

As the Sr. Director of Product Management Platforms, you will lead a group of talented Product Managers with responsibility for the platforms that run our business. At Edelman Financial Engines (EFE), product managers use an agile management mindset to lead cross-functional teams called squads that own a product (like the Client Portal or Trading Platform) and have the skills necessary to deliver effective solutions for our financial planners and clients. Effective solutions are:
Valuable, meaning our users are better off using it and choose to adopt, Viable, meaning the solution works within the constraints of our business model, Usable, meaning users can figure out how to use it, and Feasible, meaning our engineers have the skills and technology to implement it.
This position reports to the Head of Product and is a core member of the Product leadership team. You will collaborate closely with partners in technology, operations, and the business.

Responsibilities:
Develop constructive relationships with senior stakeholders across operations, the business, and Product & Technology that help us understand, influence, and execute against company priorities Manage a team of Squad Leaders to maintain and prioritize and portfolio of near- and long-term product roadmaps that achieve our business objectives Work with Squad Leaders to shepherd products through stakeholder reviews, including legal, compliance, and investment management Raise the standards for our Squad Leaders, ensuring we take accountability for our teams and the outcomes they drive Represent EFE externally on projects with key partner engagement
Requirements:
8-10 years of product management experience, preferably with platform products Professional experience in financial services, especially financial planning, investment management, defined contribution plans, or financial advice is a plus Strong user orientation and understanding of needs for clients, planners, and internal customers Experience managing a team of product managers and/or engineers Strong relationship-building skills and the ability to influence and collaborate across the organization and at all levels Proven analytical and creative problem-solving skills BA/BS required; MBA preferred
About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors not just the wealthy deserve access to personalized, comprehensive financial planning and investment advice. Today, we are Americas top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barrons2 with 170+ planner offices across the country and entrusted by more than 1.2 million clients to manage more than $213 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every clients situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For more information, visit www.EdelmanFinancialEngines.com and www.FinancialEngines.com

For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully and reach out to Jill OConnell (857-305-8555 or joconnell@edelmanfinancialengines.com) with any questions.

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy, marital, domestic partner, or civil union status, national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

1 Ranking and status for 2019. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/);

2 The 2019 Top 50 Independent Advisory Firm Ranking issued by Barrons is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.

The 2020 Americas Best RIA Firms Independent Advisory Firm Ranking issued by Barrons is qualitative and quantitative, including assets managed, technology spending, staff diversity, succession planning, the size and experience of teams, and the regulatory records of the advisors and firms. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.
The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (July 2020). The FT 300 is based on data gathered from RIA firms, regulatory disclosures and the FTs research. The listing reflected each practices performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practices future performance. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.

All information provided through Insights is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third partys views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Edelman Financial Engines. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice.

Neither Edelman Financial Engines, a division of Financial Engines Advisors L.L.C., nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.

2021 Edelman Financial Engines, LLC. Edelman Financial Engines is a registered trademark of Edelman Financial Engines, LLC. All advisory services offered through Financial Engines Advisors L.L.C. (FEA), a federally registered investment advisor. Results are not guaranteed.


Keywords: Edelman Financial Engines, Santa Clara , Sr. Director, Product Management - PlatformsApply, Other , Santa Clara, California

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