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About the Role

Equitable Advisors' Wealth Management team is seeking an experienced senior product leader to drive high-impact work that shapes how we serve clients and financial professionals nationwide. The Digital Product Management Director will own the strategy, roadmap, and delivery of digital experiences that power financial planning, client engagement and overall satisfaction across our digital ecosystem—spanning mobile, web, and client-facing platforms. This role offers the scope and impact you're looking for.

Responsibilities

Lead the design and delivery of client-facing digital experiences—including mobile applications and web platforms—that bring financial planning and wellness to life, ensuring intuitive, high-quality client journeys across the full advisor and client lifecycle.
Own the end-to-end client experience, translating client needs, expectations, and business strategy into scalable, mobile-first solutions that deliver on client promises and support financial planning, financial health, and long-term well-being.
Drive AI and data integration across the platform, embedding intelligent, personalized capabilities and connected data flows that anticipate client needs, elevate engagement, and enable advisors to deliver proactive, tailored advice.
Leverage metrics, analytics, and client insights to drive outcomes, defining and tracking KPIs (engagement, adoption, satisfaction, retention) to measure experience quality, validate that client expectations are met, and continuously optimize the roadmap.
Apply deep industry knowledge and competitive intelligence, benchmarking against leading wealth management and fintech peers to inform product strategy, partner selection, and roadmap prioritization, ensuring our client experience reflects best-in-class standards.
Manage in-house teams and third-party suppliers, overseeing mobile and platform integrations, feature delivery, and operational execution to ensure solutions are reliable, compliant, and aligned with enterprise standards and client commitments.

Requirements

10+ years of Product management experience marked by progressively increasing responsibilities and continuous career advancement.
Proven success in team leadership and people management.
Product Management experience within the financial services, investment or wealth management industries.
Strong financial literacy and planning competency, with the ability to synthesize information, identify opportunities for improvement, and translate insights into actionable recommendations.
Demonstrated expertise in technology, digital platforms, and emerging AI‑enabled tools, particularly how they can enhance productivity, advisor effectiveness, and client experiences.
Prior direct experience partnering with Cyber, Fraud, Privacy, Marketing and Sales to deliver high traffic solutions across public and authenticated domains.
Excellent communication and collaboration skills, with the ability to work effectively across cross‑functional teams.
An organized, detail‑oriented mindset, capable of managing multiple workstreams, supporting execution against deadlines, and contributing to readiness initiatives.
Curiosity and a learning‑oriented approach, with a willingness to ask questions, challenge assumptions, and continuously improve workflows, processes, and standard operating procedures.
CFP, advanced planning designations, or sales experience, a plus.
Key understanding of Client and Advisor Journeys across lifecycle and memorable moments.
Analytical and critical thinking skills, with the ability to evaluate data, processes, and tools to identify insights, risks, and opportunities for improvement.
Strong written and verbal communication skills, enabling clear documentation of findings and effective collaboration with functional stakeholders.
Technical and digital fluency, including comfort with core productivity tools and the ability to quickly learn new systems, platforms, and AI‑enabled technologies.
Program coordination and execution skills, with the ability to prioritize tasks, manage details, and support multiple initiatives in a fast‑paced, team‑oriented environment.

Skills

Coaching Others
Continuous Learning
Cross-functional Collaboration
Decision Making and Critical Thinking
Design Thinking
Industry Knowledge
Results Orientation

Location

Remote
Hybrid

Work Type

Remote
Hybrid

Experience Level

Senior
10+ years of Product management experience

Salary/Compensations

$281,000 - $321,000

Benefits

Medical
Dental
Vision
401(k) plan
Paid time off

About the Company

At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader.
We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact.
Join Equitable and pursue a career with purpose.

Equal Opportunity

Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.