Sr Product Manager, Digital Portfolio Management

Thrivent Financial

Education
Qualifications
Benefits
Skills

Thrivent is investing in the future of our financial advisors by enhancing the digital tools and experiences that support them. As part of this transformation, we are seeking a Senior Product Manager to join our Digital Advisor Experience organization, specifically within the Account and Portfolio Management portfolio.

This role will lead the strategy, discovery, and delivery planning for a new product capability focused on Advisor Portfolio Management, Rebalancing, and Trading. You will be responsible for shaping the long-term vision of this product area, aligning it with business goals, and ensuring it delivers measurable outcomes that improve the advisor experience.

This role supports our Wealth Management business, and as such, we are seeking candidates with a strong background in Wealth Management, Investment Advisory Services, or Portfolio Management platforms. A deep understanding of advisor workflows, investment products, and regulatory considerations is essential to succeed in this role.

As a Senior Product Manager, you will:

  • Define and drive the product strategy and roadmap for a key set of capabilities within the wealth management platform.
  • Lead discovery efforts to validate advisor needs and translate them into actionable product initiatives.
  • Collaborate across product teams and business stakeholders to prioritize work that delivers the highest value.
  • Ensure alignment between product vision, customer expectations, and business objectives.
  • Establish and track KPIs to measure product success and continuously optimize performance.
  • Mentor and guide Product Owners, fostering a culture of collaboration, transparency, and continuous improvement.

This is a high-impact role suited for a seasoned product leader who thrives in a cross-functional environment and is passionate about delivering intuitive, scalable solutions that empower financial advisors.

  • Responsible for the long-term product roadmap as part of a larger business strategy. Develops a compelling product strategy through analysis of personas, use cases, customer benefits, and solution value propositions
  • Consistently and iteratively ensures that business strategies are being executed through product roadmaps
  • Leads team collaboration to manage and prioritize product roadmap and releases across multiple products
  • Collaborates to resolve conflicts in a constructive manner when they arise
  • Accountable to ensure that product teams understand the business outcomes needed, and that business outcomes are tied to a broader business goal or objective
  • Identifies and tracks Key Performance Metrics; accountable to ensure that KPIs are delivering the necessary business value. Facilitates conversations and coaching with product teams and relevant stakeholders to address gaps and necessary improvements to delivering specific KPIs
  • Ensures outcomes on the roadmap fit within capacity constraints and are prioritized and sequenced in order to maximize value to the customer. Is available to consult on broader roadmap objectives with business and technology partners. Leans into prioritization and tradeoff discussions across stakeholder groups to effectively manage decisions associated with product roadmaps
  • Engages with customers and users on a regular basis to uncover implicit and explicit needs, and translate to product hypothesis which are tested and refined to deliver solutions
  • Collaborates across product teams to develop and roll out operational plans. Facilitates conversations across product teams to ensure alignment. Coaches team members on effective product management and agile techniques to help mature the abilities of the entire team
  • Researches and identifies industry best practices and trends to increase effectiveness
  • Acquires, maintains and applies advanced knowledge of the business, its products and processes, and an academic understanding of Product Management. Leverages knowledge to coach product teams to operate effectively
  • Models Thrivent’s leadership competencies – courage, collaboration, and commitment by demonstrating resiliency, working together to make the best decisions, and holding yourself and others accountable
  • Supports and/or develops an environment in which Thrivent employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients. Shapes and/or supports a culture that represents the Thrivent purpose, promise and values, ensuring that Thrivent’s trust and reputation remain strong with its clients.

No direct personnel supervisory responsibility, however, supervises large complex product teams with cross-functional team members.

QUALIFICATIONS & SKILLS:

Required:

  • Bachelor’s degree or equivalent work experience
  • 10+ years relevant business experience, including in product owner role or similar
  • Demonstrated experience in Wealth Management, Investment Advisory Services, or Portfolio Management platforms.
  • 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

Preferred:

  • Certified Product Manager or similar certification
  • Has prior experience leading projects
  • Proven success developing business cases, roadmaps, and business unit strategy
  • Strong ability to effectively manage and resolve conflicting priorities
  • Expertise in developing and delivering product strategy, articulated in terms of value and outcomes with relevant and compelling metrics and measurements
  • Expertise with foundational product management tools, techniques and principles across discovery, design, build, release, and measure cycle. Proven success in developing and leading product teams in multiple contexts
  • Proven experience in leading and influencing cross-functional teams
  • Demonstrated experience with user interface design and best practices for usability
  • Success working in large, complex organizational initiatives
  • Advanced skills in MS Office Suite with particular emphasis on Excel and PowerPoint Experience using Product Management tools for building roadmaps, managing backlogs, gathering customer feedback
  • Adept at financial management to administer budgets across multiple products and ensure the product meets its requirements for return on investment

Pay Transparency

Thrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $136,721.00 - $184,976.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.

Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.

The following benefits may be offered: various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan/policy documents. Thrivent’s plans/policies are subject to change at any time at Thrivent’s discretion.

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

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Confirmed 18 hours ago. Posted 18 hours ago.

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