Product Manager

• Lead the Advisor Hub product family and own Advisor Hub ACP
• Manage and coach three Product Owners
• Set product direction and measurable outcomes with the Director of Product Management
• Lead product discovery and coach Product Owners in customer, user, data and stakeholder research
• Partner with Product Designer, Tech Lead and engineers to balance value, viability, desirability and feasibility
• Break opportunities into small, testable increments and develop practical release plans
• Own prioritization and the product backlog for the assigned area
• Collaborate with compliance, privacy, operations, marketing, finance and technology partners
• Develop Product Owners and strengthen discovery and product judgment
• Communicate product direction, evidence, trade-offs and results to stakeholders
• Champion Aviso’s customer-centric product model and remove organizational barriers
• Monitor investor needs, industry trends and the competitive landscape to identify opportunities

Senior Product Manager

• Implement the product management practice roadmap by translating priorities into tools, workflows, templates, guidelines, and rollout plans
• Establish and maintain standards for documenting market problems, collecting customer and market insights, managing PLM-to-purchase-order data, updating the roadmap, receiving and triaging requests, setting priorities, and managing cross-functional handoffs
• Configure and improve SharePoint, Confluence, Azure DevOps, CRM, Wrike, Microsoft 365, Power Automate, dashboards, and AI-enabled workflows
• Create templates, checklists, examples, how-to guides, playbooks, and self-service guidance
• Establish information structures and reference sources for product assets, market and product knowledge, roadmaps, personas, Jobs-to-be-Done, capabilities, and documentation
• Collaborate with Product, Product Marketing, R&D, Sales/Commercial, and Operations teams to test workflows, identify friction points, and refine implementation
• Drive adoption through onboarding, office hours, training, examples, release notes, and targeted communications
• Ensure compliance with expectations for information handling, access, quality, traceability, and human accountability
• Measure adoption and process health, and improve practices based on evidence

Product Management Specialist

• Shape domain direction using market signals, customer insight, and competitor analysis
• Propose strategic bets, positioning updates, and roadmap sequencing changes tied to business outcomes
• Own backlog health by prioritizing and preparing sprint-ready work with clear scope, acceptance criteria, dependencies, and sequencing
• Align Product, Engineering, Support, Sales, and Implementation on priorities, timing, tradeoffs, customer commitments, release impact, and messaging
• Engage users and customers, including dispatchers, technicians, and service managers, to validate problems and test assumptions
• Partner with Engineering to evaluate solution options and make tradeoff decisions across customer value, effort, risk, scalability, and time to value
• Lead or coordinate triage for priority customer and product issues and follow up on prevention actions
• Support UAT, regression validation, and release-impact reviews
• Monitor Microsoft Dynamics 365 Business Central and related platform releases for compatibility risks and product opportunities
• Approve completed work against acceptance criteria and intended customer outcomes before release
• Review customer-facing documentation, internal support notes, release communications, and enablement materials
• Monitor adoption and service KPIs and use findings to adjust roadmap, backlog, discovery, and enablement decisions

Product Owner

• Shape domain direction using market signals, customer insight, and competitor analysis
• Propose strategic bets, positioning updates, and roadmap sequencing changes tied to business outcomes
• Own backlog health by prioritizing and preparing sprint-ready work with clear scope, acceptance criteria, dependencies, and sequencing
• Align Product, Engineering, Support, Sales, and Implementation on priorities, timing, tradeoffs, customer commitments, and messaging
• Engage users and customers, including dispatchers, technicians, and service managers, to validate problems and test assumptions
• Partner with Engineering to evaluate solution options and make tradeoff decisions across customer value, effort, risk, scalability, and time to value
• Lead or coordinate priority customer and product issue triage, stakeholder communication, and prevention actions
• Support UAT, regression validation, and release-impact checks
• Monitor Microsoft Dynamics 365 Business Central platform releases for compatibility risks and product opportunities
• Review customer-facing documentation, internal support notes, release communications, and enablement materials
• Monitor adoption and service-performance KPIs and use outcome trends to adjust roadmap and backlog decisions
• Approve completed work against acceptance criteria and intended customer outcomes before release

• Own product roadmap planning and delivery
• Translate company business objectives into an actionable product strategy and roadmap
• Prioritize features, enhancements, and new market opportunities using data-driven, customer-centric frameworks
• Conduct continuous competitive analysis and user research
• Work closely with Engineering and Operations to translate market needs and client feedback into product direction
• Lead the full product lifecycle: discovery, prioritization, requirements, launch, and post-launch iteration
• Write product requirements, define user personas, design basic wireframes, and validate features
• Partner with Sales and Marketing to coordinate product launches, refine pricing models, and enable customer-facing teams
• Implement product management processes and data analytics tracking
• Communicate the roadmap internally and externally
• Foster a culture of rapid experimentation, product thinking, and customer value
• Report directly to the Chief Technology Officer

• Define and execute the vision and strategy for Webflow's access control, identity, and governance capabilities
• Scale capabilities to Webflow's largest and most strategic customers
• Represent the needs of largest customers and work with go-to-market teams to shape the enterprise motion
• Translate field insights into product direction
• Lead a cross-functional team of engineers and designers to execute product vision and deliver impact
• Partner with product and engineering teams to promote access control principles across Webflow

Staff Product Manager, Governance

• Own and execute the Profit Share program
• Ensure accuracy and completeness of Common Share Dividends, Investment Share Dividends, and Patronage payouts
• Make strategic recommendations for the evolution of the holistic loyalty strategy
• Ensure loyalty strategy alignment with the Value Proposition and target member segments
• Coordinate member- and employee-facing campaigns supporting Profit Share and deposit-gathering programs
• Collaborate with Marketing, Communications, Sales Effectiveness, Operations, and delivery teams
• Recommend enhancements to existing Profit Share and deposit-gathering programs
• Use available data to monitor, evaluate, and improve program results
• Implement, refine, and measure the use of the value proposition and target member segments in member lifecycle strategies
• Employ modern banking product planning, customer journeys, and product development processes
• Monitor and evaluate markets, trends, and competitive dynamics
• Identify and assess opportunities or enhancements to existing programs

Product Manager – Loyalty and Value Proposition

• Own product strategy, roadmap, and outcomes for provider experience and clinical operations
• Develop deep understanding of providers and internal operational teams through research, data, workflow observation, and close partnership
• Lead initiatives from discovery through launch, measurement, and iteration
• Use AI and other tools to make ideas tangible and move quickly from problems to testable solutions
• Translate complex clinical, operational, technical, and regulatory needs into clear product direction and scalable workflows
• Partner with engineering and design to shape solutions, make trade-offs, and deliver high-quality experiences
• Identify and validate where AI can improve provider or clinical workflows while balancing value, safety, feasibility, and business impact
• Create alignment across Clinical, Customer Support, Product, Engineering, Data, and other partners
• Build relationships with stakeholders, take ownership of in-flight work, clarify opportunities and risks, and align quarterly priorities

• Lead the end-to-end development and rollout of the organization’s new Contact Center as a Service (CCaaS) platform
• Define, prioritize, and maintain the product backlog
• Translate business requirements and stakeholder needs into user stories and acceptance criteria
• Own the product roadmap and align it with organizational priorities and delivery timelines
• Refine scope based on feedback, testing results, and evolving business needs
• Oversee multiple parallel delivery streams and coordinate prioritization and sequencing across teams
• Coordinate IT Business Analysts, IT QAs, and Developers to ensure clear requirements, robust testing, and quality releases
• Lead or participate in agile ceremonies across delivery streams
• Identify and resolve cross-stream dependencies, bottlenecks, and risks
• Partner with developers to align technical solutions with business and functional requirements
• Define test strategies with IT QAs and support UAT planning and execution
• Monitor platform performance and quality after rollout and feed lessons learned into the backlog
• Act as the key liaison between IT delivery teams and business stakeholders
• Align with architecture, infrastructure, security, and other platform teams on integration and compliance
• Partner with operations, customer service leadership, and impacted business units
• Communicate progress, risks, and decisions to sponsors, stakeholders, and leadership
• Manage change and adoption planning ahead of rollout phases

IT Product Owner – CCaaS Platform Development, Rollout

• Own product areas end-to-end from discovery and strategy through delivery, launch, measurement, and iteration
• Build customer relationships and participate in discovery calls, sales conversations, feedback sessions, and post-launch validation
• Identify customer problems and opportunities through research, product data, market trends, competitive research, and cross-functional input
• Turn ambiguous problems into product direction, priorities, requirements, prototypes, and measurable outcomes
• Partner with Engineering and UX throughout discovery and delivery
• Develop and maintain product roadmaps connecting customer needs with company strategy and business outcomes
• Prioritize opportunities using evidence, product judgment, business impact, technical feasibility, and strategic fit
• Coordinate with go-to-market teams to position, launch, and support capabilities
• Establish success criteria and measure adoption, customer value, and business impact after launch
• Challenge assumptions and use customer evidence and data to improve decisions
• Improve Product discovery, planning, communication, documentation, and delivery practices
• Use modern AI tools for research, synthesis, prototyping, analysis, and product development
• Mentor and collaborate with product team members
• Within the first year, deepen understanding of Orchestry’s customers, market, product, and Microsoft 365 ecosystem; own meaningful product areas; build relationships; validate investments; improve discovery-to-Engineering workflows; ship capabilities; and demonstrate outcomes