Senior Product Manager

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

Summary/Function

D.A. Davidson, an employee-owned Financial Services firm, is seeking an exceptionally sharp, motivated, and seasoned Sr. Product Manager to join our Digital Product organization. The Sr. Product Manager works on a cross functional team to create meaningful and simple experiences for their product’s customers. They own the direction-setting, discovery, and prioritization of customer wants and needs. 

The Sr. Product Manager role is highly collaborative working closely with several key partners. The Sr. Product Manager articulates, translates, and executes the long-term strategy and vision of the product through tactical strategies and solutions to drive necessary business outcomes. This requires the right alignment and regular, transparent communication to ensure both roles deliver on their goals.

Digital Product Managers at D.A. Davidson are customer obsessed in defining and delivering the strategy and vision required for digital experiences to stay ahead of constantly evolving economic, competitive, technological, and customer needs. Ensures a data-driven approach to prioritize “building the right thing” that maximizes results for both end users and internal business partners. Relentlessly focused on ongoing measurement and optimization of digital experiences that support seamless self-service and human-assisted customer interactions. Advocates for reusability of capabilities to drive cost-effective scale and speed to market.

Additionally, the Sr. Product Manager works closely with stakeholders, end users, and functional and technical team members to rapidly deliver quality solutions to customers.

Primary Qualifications:

Required:

•Bachelor's degree or equivalent work experience 

•Certified Scrum Product Owner (CSPO) or similar certification 

•10+ years relevant business experience 

•Prior experience leading digital experience teams

•Expertise in Customer Relationship Management (CRM) experience, preferably Microsoft Dynamics and/or Salesforce. 

•Understand fundamentals of iterative development, software development process and procedures 

•Expertise in the principles of Agile Product Management, stakeholder management, market and user research, technology management, and process design 

•High level of organization and attention to detail 

•Passion and understanding of new technology and trends 

•Excellent communication, collaboration, and influence skills among all organizational levels; strong facilitation and executive communications skills 

•Expert in defining high-quality business requirements and proficient in Agile story writing 

Preferred:

•Proven success developing business cases, roadmaps, product execution strategies for complex or large-scope products 

•Ability to prioritize work against enterprise, division, and product strategies. Can effectively communicate rationale and impact for prioritization choices 

•Expertise with foundational product management tools, techniques and principles across discovery, design, build, release, and measure cycle 

•Strong leadership skills to coordinate and motivate product teams, even outside direct reporting relationships 

•Demonstrated experience with user interface design and best practices for usability 

•Experience working in large, complex organizational initiatives 

•Advanced skills in MS Office Suite with particular emphasis on Excel and PowerPoint 

Primary Duties:

PRODUCT P&L

•Enable business line product profitability and performance by explicitly connecting digital product objectives, key results and roadmap to business line goals and profitability targets. Balances short- and long-term outcomes of digital product portfolio to ensure timely return on investments.

PRODUCT STRATEGY, VISION, AND PLANNING

•Leverages market and competitive insights, customer needs, and internal business priorities to establish a digital product vision. Vision includes definition of best-in-class, future-state user experience journey and role of experience in delivering competitive differentiation.

•Defines the multi-year digital product strategy including target markets, user segments, user problems to be solved, monetization, technical capabilities, build vs. buy decisions etc.

•Aligns digital product vision across other enabling functions to establish an integrated delivery roadmap. Regularly re-evaluates priorities during planning to optimize capacity against user and business value creation. 

DIGITAL PRODUCTS AND PLATFORMS

•Integrates digital products, platforms and capabilities to drive business value through an enhanced user experience. Advocates for the reusability and modernization of digital platforms and capabilities across the enterprise to improve speed to market, operational efficiency, risk / compliance adherence etc. Continuously evaluates the external vendor market for new digital platforms and capabilities by discovering, curating and recommending build vs. buy decisions.

PRODUCT BUILD & DEVELOPMENT

•Drives digital product development by actively managing the roadmap through the agile delivery lifecycle.

•Actively engages Product, Design, and Technology to execute the product strategy and continuously improve ways of working to maximize efficiency and value creation (business and user). 

•Ensures user needs are being met through an iterative approach to digital product development, including definition of MVP.

•Works alongside technical partners to define business / solution architecture leading to build vs. buy decisions, re-usability, performance and reliability.

CHANNEL ALIGNMENT AND MANAGEMENT

•Enables the cross-channel strategy (e.g., web, mobile, voice, in person etc.) by delivering integrated digital solutions that drive adoption, engagement and growth across both digital and human customer interactions.

•Partners to ensure digital solutions maximize the use of enterprise digital platforms and capabilities and adhere to all design and development standards (design system, performance, reliability, code quality) for the benefit of the user experience.

ADOPTION

•Prove out the digital experience solution by measuring customer engagement, flow completion and share of digital transactions. Analyze awareness, setup, activation, ongoing usage to identify drop off points, hypothesize solutions, test and optimize to increase digital adoption and retention, creating loveable experiences that drive raving fans.

CUSTOMER EXPERIENCE RESEARCH, INSIGHT AND EXECUTION

•Identifies initial and ongoing digital product-market fit through partnering with cross-functional teams to deliver best-in-class research deliverables such as research briefs, personas, story maps, prototyping, product chartering, and mapping experiences.

•Leads and influences research initiatives to achieve a deep understanding of target users and market to build optimized customer experiences that achieve maximum results for accelerated customer demand. Leads consistent review of market trends, economic environments, user research, and testing to continuously improve customer experiences.

•Establishes data and feedback mechanisms throughout the customer journey to ensure voice of customer is used to guide execution of the digital product roadmap. Ability to establish and monitor dashboards and control plans for ongoing optimization of the customer experience across various modes of interaction.

GO TO MARKET

•Collaborate with other enabling functions (e.g., marketing, training, operations, go to market, etc.) to develop a go-to-market strategy on digital products & platforms launched to position and promote digital awareness, engagement, adoption and revenue growth across digital + human interactions.

PERFORMANCE MEASUREMENT AND OPTIMIZATION

•Develops north star metric (NSM) to connect business outcomes to customer value and unify the team and stakeholders against a singular goal. Continuously measures actual results against target NSM in order to manage performance and drive progress against product vision and strategy. Leverage NSM and leading indicators to optimize execution and ensure teams remain focused on highest value work.

ANALYTICS

•Partners with finance to define and influence budget and key performance indicators to drive digital engagement and growth. In addition, partners to define the target segment and value proposition for the digital product and leverages analytics to continuously optimize awareness and consideration. Influence future state marketing technology roadmap to enable and support growth.

Additional Responsibilities Include:

•Team up with user experience (UX) research in the discovery phase, including internal and external interviews, workshops, and demos.

•Partner with user experience (UX) design experts to create a differentiating experience.

•Collaborate with business line stakeholders, UX, and engineers, to define product roadmap.

•Oversee scrum team backlogs, ensuring it accurately reflects value and complexity.

•Explain business drivers and provide clarification to business analysts and engineers.

What we offer:

Competitive base salary and performance related bonuses plus excellent benefits and perks including, but not limited to:

•Medical, Dental and Vision

•Company 401(k) and profit-sharing contributions 

•Generous sick, vacation, and maternity/parental leave

•Paid holidays

•Professional Development Opportunities

•Tuition Reimbursement ($15,000 lifetime cap)

•Discounted personal insurance including home, auto and recreational vehicles

•Charitable gift-matching program

•Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work

The potential base pay hiring range for this role is $136,000 - $177,000. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. This role is eligible to participate in applicable D.A. Davidson variable compensation programs.

D.A. Davidson has been in business since 1935! As an employee-owned company, our success is driven by our high standards of business ethics, integrity and the belief that our Associates are our most important assets. We hope you will consider joining us! 

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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