Lead Marketing Product Manager – Advisor Websites

Lead Marketing Product Manager – Advisor Websites

Requirements

• Business planning and analysis—with a demonstrated ability to develop a product strategy and deliver detailed business requirements based on that strategy.
• Project planning, reporting, and coordinating project activities across organizational lines.
• Understanding of project management methodologies and fundamentals of the software development lifecycle.
• Current and emerging digital best practices and trends with the ability to anticipate and evaluate their potential impact on the organization.
• Subject matter expertise in web strategy and production, UX and UI, and testing practices.
• Digital marketing/web/content platforms, technology, and languages (i.e., HTML5, CSS3, JavaScript, Sitecore, Adobe AEM).
• Search Engine Optimization (SEO) principles, practices, and strategies.
• Current web design standards, trends, and best practices, including web frameworks and content management systems.
• Website analytics tools, including Google Analytics, Google Tag Manager, or similar solutions.
• Advanced concepts, practices, and procedures of marketing and product management.
• Industry regulations related to marketing financial services.
• HTML5, CSS3, JavaScript, or other web development languages and technologies.
• Defining and documenting business and technical requirements and processes, systems analysis, business process modeling, representing stakeholders on project teams, and problem-solving with large, complex cross-functional systems and processes.
• Facilitating information-gathering sessions, ensuring that all viewpoints, ideas, and problems are included in the project specifications.
• Performing market research, identifying market segments, developing product specifications, and incorporating requirements into planning processes.
• Implementing strategies and tactical plans across organizational lines.
• Managing the dissemination of marketing and product communications.
• Delivering presentations to varied-sized groups.

Responsibilities

• Leads strategy, development, and product management for financial advisor websites; oversees all related projects and initiatives from concept through completion.
• Builds and presents business cases for additional features and enhancements of the sites and for the CMS platform powering the websites, including integrations with other internal and external platforms (social media, email marketing, CRM, etc.). Considers internal and external sources of information in defining business cases.
• Develops and leads product programs, with significant advisor impact, such as platform migrations and upgrades, or feature sunsets, in coordination with internal stakeholders and executive management. Presents business cases for resources associated with product programs.
• Partners closely with client-facing marketing managers to develop website build and support processes and procedures, develops and provides documentation, training and communications around product processes and procedures.
• Maintains and ensures consistent, positive and modern user experience across website platforms, including leading updates related to: UI/UX web best practices, Search Engine Optimization, and ADA digital standards and guidelines (i.e. WCAG 2.2).
• Accountable for product’s P&L, including financial viability, expenses, pricing decisions, and packaging considerations with seven-figure revenue and spend implications.
• Defines, or leads associates in defining success metrics and ongoing tracking approaches, and evaluates business impact of digital technology strategies, products and projects over time.
• Defines measurement and reporting requirements independently; gathers and organizes data and provides interpretation; presents results internally and externally; applies analysis to decision making independently.
• Works closely with, and influences, other technical resources (IT/engineering, external vendors and quality assurance) and the creative agency (internal) to ensure customer/client problems and needs are solved by the product(s).
• Provides in-depth analysis and interpretation of market research and identify potential product needs and solutions to develop product specifications.
• Tracks and monitors digital and web marketing trends and best practices and identifies potential product solutions and enhancements.
• Collaborates closely with internal technology teams and other internal stakeholders to develop processes and procedures that impact assigned products.
• Leads, assists and participates in product release planning and execution alongside internal technology teams.
• Serves as a functional subject matter expert (SME) in digital marketing, web best practices, and assigned products.
• Establishes and manages the administration and monitoring of timelines and budgets for product development initiatives.
• Prepares and delivers written and oral presentations to project stakeholders and presents at conferences and events.
• Coaches and mentors staff, leads the work of multiple staff members, including other leaders, supporting multiple key products and initiatives.

Preferred Qualifications

• Bachelor’s: Business Administration, Bachelor’s: Communications, Bachelor’s: Computer and Information Science, Bachelor’s: Marketing
• General Experience – 10 to 15 years
• Securities Industry Essentials Exam (SIE) – Financial Industry Regulatory Authority (FINRA)