Role: Product Manager - New Digital Web
Duration: 6 months with potential for extension/conversion
Location: Remote
People can sit remotely- preference would be near a major service center- Majority of the team is in the Central Time Zone- Austin or Dallas would be ideal. Funding good through the end of the year- potential for extension
Our Opportunity
This team is responsible for defining, delivering, and managing digital solutions, including critical work to digitize paper forms. We are obsessed with solving client needs. We focus on delivering best-in-class experiences to make every interaction simple and easy. We collaborate with user experience and design, business and technology partners across the enterprise to build experiences our clients are passionate about.
In this role, you will work closely with stakeholders throughout the firm to elicit and evaluate their needs and help determine how best our team can deliver excellent solutions. You will also play an integral role in working with our internal team members across our entire product suite to help build and manage our opportunity backlog.
If you have a passion for digital products, the ability to deeply analyze and document stakeholder needs, and superior written and verbal skills to communicate effectively at all levels of the organization, we want to talk with you!
The Team Is Responsible For
- Strategy - Setting ambitious and clear product vision for designing re-usable utilities across multiple journeys.
- Execution - Owning all aspects of technology product development, including definition, creation, development, and implementation through a prioritized backlog of product features.
- Client Focus - Developing a deep understanding of the target market, building close relationships with key stakeholders, and helping define business strategy.
- Digital Experiences - Collaborating with design, technology, and business partners to build digital experiences that our clients are passionate about.
What You'll Do
Requirements Gathering & Definition
- Lead requirements gathering for new digital web form capabilities, translating business needs and BA analysis into defined form logic (data elements, validations, conditional flows, and exception handling)
- Ensure requirements reflect end-to-end client and operational journeys and align to digitization goals (reduce NIGO, simplify experience)
- Partner with UX and Technology to refine requirements into scalable, reusable solutions aligned to platform standards
- Collaborate with cross-functional teams (Product, UX, Technology, Operations, Client Experience) to define target user experiences and supporting requirements
Strategy, Prioritization & Backlog Management
- Analyze top-volume and high-impact paper forms to inform digitization opportunities and sequencing decisions
- Partner with stakeholders to inform prioritization based on volume, impact, complexity, and feasibility
- Translate business priorities and requirements into clear feature definitions and delivery sequencing
Cross-Functional Execution & Delivery
- Partner with UX, Technology, Operations, and Client Experience to define and deliver digital form solutions
- Drive alignment across teams to ensure shared understanding of scope, priorities, and timelines
- Support rollout of digital web form capabilities, including sequencing and readiness planning
Risk, Reporting & Governance
- Identify dependencies, risks, and tradeoffs across workstreams and drive resolution
- Track and communicate progress, outcomes, and risks to leadership
- Ensure delivery aligns with OKRs, metrics, and overall program goals
What You Have
- Experience as a Product Manager supporting digital or operational initiatives.
- Experience as a Product Manager or Product Owner supporting digital products or platforms
- Strong ability to define strategy, manage backlogs, and drive execution
- Experience partnering across Product, Technology, UX, Operations, and Client Experience
- Strong communication skills with the ability to influence and align stakeholders
- Proven ability to manage multiple priorities and deliver results
- Experience with forms digitization, workflow automation, or enterprise platforms preferred
- Financial services experience is a plus but not required.
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