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Director Product Management

Product Management | Boston, MA | Full Time

Job Description

Director of Product Management

Our team is seeking a collaborative software product leader who understands how to build products people love and seeks to create user experiences that go above and beyond expectations. Our Director of Product Management will drive the roadmap and development for our portfolio of cloud software applications.

We’re looking for someone with a strong customer focus and a proven track record of building user-facing SaaS products — someone who thrives in cross-functional roles, loves working side-by-side with leaders, engineers, and other internal and external team members, and can confidently lead several workstreams at once. Our ideal candidate will have an experimental, data-informed approach and make clear strategic decisions with the customer’s best interest in mind.

Our Mission & Vision:

At Blueleaf we believe that anyone who wants a financial advisor should have access to one. A great one. But there are not enough great advisors to go around. Our mission is to expand access to high-quality financial advice for clients by simplifying the wealth management business for advisors

Those advisors need better tools, in order to serve more clients, effectively. We’re changing the industry by taking traditional functions like investment and business reporting, rebalancing, trading, billing, client interface, embedding them with communication, and wrapping those functions in automation and intelligence. Blueleaf delivers a lower cost back office, improved investment outcomes, and leads the industry in the advisor/client experience.

The Job

Reporting to the CPO, the Director of Product Management is a player/coach who will take ownership over our portfolio of products, be a partner to the Director of Engineering, collaborate on our firm and product vision, and lead and develop our product team to deliver an industry-leading experience that wealth management firms love.

In this role you will:

  • You will create and evolve a full product strategy for our application portfolio, codifying this with a simple to articulate vision and strategy with sustainable and compelling differentiation based on customer needs, competitive analysis and technology trends.

  • Collaborate in developing the platform strategy for the Blueleaf Platform, our cloud-based software platform for building wealth management solutions.

  • Lead, manage and develop the product team to collaborate across stakeholders to deliver well-scoped solutions that delight customers.

  • Build a deep understanding of Blueleaf’s competitors as well as customer and business needs that you then translate into product strategy and roadmaps. 

  • Craft a compelling product vision with clearly defined customer problems and the planned solutions (value propositions) to address them.

  • Seek ongoing insights from data, research, and face-to-face customer meetings. 

  • Run collaborative user research studies to create better user experiences. 

  • Identify new product solutions that have a meaningful impact for the business and our customers.

  • Lead product development from end to end: Write specs and user stories, build wireframes and prototypes, write test plans and release checklists. Guide the team’s work with clear direction and purpose, keeping a well-prioritized backlog and optimizing for efficiency in execution. 

  • Coordinate risk management, dependencies, and resources with cross-functional counterparts pulling in exec support as needed. 

  • Ship well-crafted, customer-focused solutions at a timely pace.

What You’ll Bring

The ideal candidate will have a solid understanding of product management fundamentals and be a skilled leader. Ideally, you’d bring:

  • 6+ years of product management experience leading, shipping, and iterating on successful products with cross-functional teams across a multi-product portfolio.

  • 2+ years managing and developing other product managers and teams

  • You have built B2B SaaS Software and are able to creatively find paths to deliver scalable complex software in about one-half the time most competent people feel is possible. 

  • An experimental approach: You love taking an iterative approach with rapid prototyping and capturing customer feedback as early and as often as possible. 

  • Focused leadership: You lead with purpose, persuasion, and consistent execution. 

  • A highly collaborative mindset: You don’t buy into the idea of a PM as the sole visionary. You know how to create an inclusive, forward-thinking product management environment and proactively seek diverse perspectives. 

  • Creative problem solving: You’re resourceful, resilient, and adaptive — you stay positive and motivated while working through roadblocks. 

  • Strong presentation and facilitation skills: You can communicate ideas with a clear and convincing narrative. You lead engaging meetings, brainstorms, and workshops with poise. 

  • Exceptional communication skills: You’re an inclusive and proactive communicator. You can work well with teams and cross-functional partners of varying disciplines, across multiple locations. You also have deep familiarity with a variety of planning and communication tools. 

  • Sharp decision-making: You can balance multiple feedback loops and integrate them into customer-focused decisions and product priorities. 

  • A university degree (BS or MS) in Electrical Engineering, Computer Science, or a related degree or equivalent experience is a plus.

  • A customer-obsessed and data-driven approach to development, to ensure vision, priorities, features and key decisions are thoughtful, and well informed, based on research.

  • A desire to work in a fast-paced, changing environment, balancing short-term execution and agility with building a vision and framework for the long-term

  • Familiarity with or experience in wealth management would be an asset.

Important Note: Although we list out what we generally look for, we are very likely missing other attributes and skills that you have that could make you a great fit, but are not currently listed. Research has shown this especially applies to women and other marginalized groups, who tend to apply only if they check 100% of every box, versus men who apply if they hit roughly 60%. The point we’re getting at, it doesn’t hurt to take a chance and apply!

What You’ll Receive

  • The opportunity to contribute meaningfully and significantly at a growth-stage startup

  • Colleagues and leaders that want to see you be successful personally and professionally

  • Regular development plans and ongoing learning and educational resources

  • Great office space in Boston, MA but have a "Work where you're happy" approach with colleagues on 3 continents.

  • Competitive compensation and benefits including equity

  • Unlimited holidays

About Blueleaf

We are a profitable, seed-funded company backed by investors who funded Mint.com, Dropbox, Bank Simple, and Betterment. Currently, we process over $55 Billion every day.

To Apply: Send us your resume with a short introduction telling us about the accomplishment that you’re most proud of and the best day you've ever had at work. (And anything else you think we should know.)

(No recruiters, please. Direct inquiries only)

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, gender, sexual orientation, age, marital status, veteran status, or disability status.