NextPath Workforce Solutions is currently seeking a Data & Analytics Product Manager to join our client’s team. This is a remote position with a direct hire employment type.
SALARY: $180,000 – 220,000 + bonus % (depending on experience)
Unfortunately, at this time our client is unable to sponsor or transfer visas. Only candidates authorized to work in the US without sponsorship should apply.
REQUIREMENTS:
- WealthTech Experience and Advisor Technology Experience
- Advisor Data Expertise Required – Hands-on experience with advisor and wealth management data, including:
- AUM (Assets Under Management)
- Households
- Performance Reporting
- Billing & Revenue Reporting
- Flows / Net New Assets
- Advisor Compensation
- Client Accounts
- Wealth Management KPIs
- Wealth Platform & Custodian Experience
- Experience working with data from platforms such as:
- Schwab Advisor Services
- Fidelity Institutional
- Pershing
- Addepar
- Orion
- Black Diamond
- Tamarac
- Envestnet
- Advisor360°
- Data & Analytics Product Ownership – owned the strategy, roadmap, prioritization, and adoption of data, analytics, reporting, or business intelligence products.
- Product Management Background – Product Management, Product Ownership, or Platform Product Leadership experience, including:
- Product Roadmaps
- User Stories
- Agile Methodologies
- Jira / Confluence
- Cross-Functional Stakeholder Management
- Ability to Translate Business Needs into Data Products – gather business requirements, define product requirements, prioritize initiatives, and deliver solutions that drive measurable business outcomes and user adoption.
RESPONSIBILITIES:
• Define and own the product vision and North Star for data and analytics experiences
• Develop and manage the multi-year product roadmap aligned with company strategy
• Establish clear product outcomes, OKRs, and success metrics focused on adoption and business impact
• Serve as the executive voice for data and analytics in planning and prioritization
• Own the end-to-end data and analytics roadmap, balancing value, impact, and platform investments
• Collaborate with Engineering on sequencing and dependencies
• Drive adoption and impact of analytics products, ensuring decisions, KPIs, and storytelling are consistent and trustworthy
• Treat the data platform as a foundational product with clear consumers, capabilities, and outcomes
• Define requirements for data availability, quality, governance, and AI readiness
• Partner with teams on enablement strategies including training, communications, and demos
• Establish feedback mechanisms and evolve the product roadmap based on usage insights
• Communicate changes, value, and success metrics for each release
NEXTPATH WORKFORCE SOLUTIONS:
NextPath is a strategic talent partner connecting skilled professionals with organizations driving innovation and growth. Our recruiting team brings more than 80 years of combined experience delivering workforce solutions that align the right talent with the right opportunities. We work with leading companies across the country, offering flexible engagement models including contract, project-based, contract-to-hire, and direct hire roles.
If this role isn’t an exact fit, we have a range of clients with matches not always posted. Reach out by sending your resume to apply@nextpathcp.com to connect with a recruiter.
We are an Equal Opportunity Employer
View all open jobs: http://www.nextpathcp.com
#LI-Remote
#LI-DV1