Lead Product Manager

Product Team

As the Lead Product Manager, you will direct team success providing clarity and focus for prioritized features, eliminating barriers for timely releases, and cultivating camaraderie among team members.

Full Time
Basis
Berwyn, PA
City

About Us:
Trucendent empowers advisors to deliver holistic, multi-generational legacy wealth planning with innovative technology and services that unite advisors and clients, regardless of locale, through our national network of attorneys and corporate trustee partners. We provide a digital experience for families to express their wealth management goals and an advice model that matches family objectives with appropriate trust types. The Trucendent platform intelligently automates the creation of trust recommendations and provides a communication platform for trustees, advisors, and families to collaborate.

About the Opportunity:
The successful candidate will join a growing Trucendent Experience Team that designs and builds the best experiences for our users. We value collaboration and work with our engineering and business partners to ensure we make a difference in our users’ lives and our customers' businesses. As the Lead Product Manager, you will direct team success providing clarity and focus for prioritized features, eliminating barriers for timely releases, and cultivating camaraderie among team members. You will build and support user requirements with detailed analysis. This role is perfect for a product manager looking to grow, has a high intellectual curiosity with a passion for identifying and solving customer problems.

Essential Functions

  • Maximizing the output of the development team within an Agile Scrum framework
  • Work closely with technical and design teams to understand, analyze, and refine objectives and requirements for communicating project scope estimates to leadership
  • Lead grooming and estimation sessions to develop, size, and maintain user story in gherkin format
  • Participate in Agile ceremonies, such as daily stand-ups, sprint planning, sprint reviews, and retrospectives
  • Interact with end-users, subject matter experts, and key stakeholders to elicit industry trends, explore market challenges, and validate product direction
  • Help moderate customer research sessions to validate business rules, requirements, and prototype designs
  • Work with internal and external business units to assess and streamline processes to mitigate risk, cost or service issues and generate efficiencies.
  • Collaborate with other teams to share approaches, develop best practices, and improve team capabilities to successfully migrate clients
  • Maximizing the output of the development team within an Agile Scrum framework
  • Work closely with technical and design teams to understand, analyze, and refine objectives and requirements for communicating project scope estimates to leadership
  • Lead grooming and estimation sessions to develop, size, and maintain user story in gherkin format
  • Participate in Agile ceremonies, such as daily stand-ups, sprint planning, sprint reviews, and retrospectives
  • Interact with end-users, subject matter experts, and key stakeholders to elicit industry trends, explore market challenges, and validate product direction
  • Help moderate customer research sessions to validate business rules, requirements, and prototype designs
  • Work with internal and external business units to assess and streamline processes to mitigate risk, cost or service issues and generate efficiencies.
  • Collaborate with other teams to share approaches, develop best practices, and improve team capabilities to successfully migrate clients

Day in the life of the Lead Product Manager...

  • Working closely with the Chief Experience Officer to manage the product roadmap and communicate the priorities internally and externally
  • Create user stories, process flows, and product requirements from business requirements Lead Product Manager
  • Analyze and document business and product requests coming from customers, partners, and Trucendent leadership
  • Collaborate cross-functionally, working closely with engineering and UX and creating a positive working environment and participate in scrum ceremonies
  • Demonstrate product expertise by helping with sales demos, customer onboarding, and customer adoption

Education, Skill, and Experience Required

  • Minimum 5 years of experience in product management working within an agile process

Required

  • Understanding, creating, and prioritizing detailed product requirements and user stories
  • Strong business analysis that effectively leverages data to inform opinions and solve problems.
  • Ability to clearly communicate ideas, business rationale, and implications to a variety of audiences.
  • Able to translate high level concepts into a strategy and execute tactical requirements
  • A professional, action-oriented approach to delivering excellent client service, with the talent of effectively solving escalated issues.
  • A thorough understanding of web-based applications, ability to quickly learn new software concepts.
  • Travel and flexible working hours may be required
  • Candidate must be self-motivated, adaptable and show initiative.
  • Candidate must be self-assured and react well within critical deadline situations
  • Experience building software for Financial Advisors

Nice to Have

  • Maintaining a product marketing strategy and crafting marketing deliverables
  • Experience working with an offshore development team
  • Expert Jira management skills
  • Experience building products in compliance heavy industry

Position Type and Expected Hours of Work:

The work schedule for this position will be primarily Monday through Friday during typical business hours; however, based on the operational needs of this early-stage company, some work outside of typical business hours and during weekends will be required.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required in connection with this position.

Trucendent is an equal opportunity employer and makes hiring decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by applicable law.

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