• Define the product strategy and roadmap • Manage the team of PO’s, BA’s and Designer to help execute the product vision • Manage the product throughout its lifecycle from concept to end-of-life • Collect, manage, maintain traceability of requirements from all stakeholders across product releases • Write Product Requirements and Market Requirements documents • Work with internal and external stakeholders and third parties to assess and establish partnerships • Be the recognised expert in business on the product, the market, relevant technology, the competition • Develop core positioning and messaging for the product • Perform product demos to customers and develop relationships in key clients (if B2B) • Lead the virtual product team to ensure delivery of agreed objectives • Monitor, report and improve product performance • Run trials and MVPs, develop and deliver go to market launch plans • Commission market and competitor research • Develop and deliver training to technical sales support • Collate feedback from sales and customers • Represent the voice of the customer in senior level management meetings • Evangelise the product internally and externally

• Develop the life sciences sponsored B2B and B2B2C user experience, creating optimal user journeys that maximize adoption and successful outcomes. • Define and prioritize the product roadmap, balancing short-term deliverables with long-term strategic initiatives to drive sustainable growth and competitive advantage. • Own the end-to-end product development lifecycle, from zero to one innovation through optimization, overseeing delivery, timeline management, and resource prioritization while mitigating risks. • Own product analytics and measurement for your domain, including defining KPIs, analyzing user behavior and conversion funnels, designing customer-facing dashboards, and using data to drive prioritization and experimentation. • Partner with engineering to translate market and business needs into clear product requirements, ensuring high quality feature delivery and customer expectations are met. • Collaborate across sales, marketing, customer success, and operations to align market needs, customer insights, and product direction while driving successful delivery. • Foster a culture of high standards, growth, and accountability, promoting shared ownership of product, customer, and business outcomes.

• Own the product strategy and execution across Admin & IAM, Enterprise Security, and Customer Insights. • Define and maintain a cohesive roadmap that balances customer needs, regulatory requirements, and business priorities. • Ensure strong alignment across domains so admin, security, and insights experiences feel integrated and intuitive. • Translate company and enterprise strategy into clear outcomes and priorities for product teams. • Personally lead product discovery and definition for complex, high-impact enterprise initiatives (e.g., permissions evolution, admin configuration, security controls, or enterprise insights). • Act as Directly Responsible Individual (DRI) for cross-domain efforts that require tight coordination across Admin, Security, and Customer Insights. • Partner deeply with Engineering and Design on problem framing, solution tradeoffs, and delivery sequencing especially in areas with high technical or regulatory complexity. • Engage directly with enterprise customers and stakeholders (IT, Security, Admins) to validate needs, test solutions, and inform prioritization. • Model strong product craft by focusing on outcomes, driving roadmap and prioritization discussions. • Step in as a hands-on contributor when needed to unblock teams, accelerate progress, or raise the quality bar. • Lead, mentor, and support a team of Product Managers across multiple domains. • Set clear expectations around ownership, outcomes, and decision-making. • Foster a product culture grounded in customer trust, clarity, and secure-by-design thinking. • Support PM growth through regular coaching, feedback, and career development.

At Facet, we are revolutionizing financial planning by putting our members at the heart of everything we do. We are seeking a Member Experience Specialist who thrives on direct interaction—someone who can turn a complex financial process into a seamless, supportive conversation. In this role, you are the primary voice and face of Facet. You will spend your day engaging deeply with members via phone, email, and Zoom, acting as a dedicated guide through the technical hurdles of investment rollovers and account transfers. You won’t just be answering questions; you’ll be building trust, providing "white-glove" technical walkthroughs, and ensuring every member feels confident and supported as they act on their financial plan. Your Day-To-Day Responsibilities: - High-Touch Member Support: Serve as the frontline expert for members, providing high-energy, professional, and empathetic support across phone, email, and live video (Zoom). - Virtual Guided Onboarding: Lead members through screen-share sessions to troubleshoot app issues and facilitate complex investment transfers (ACATs/Rollovers) in real-time. - Active Pipeline Management: Maintain a rigorous follow-up cadence, proactively calling and emailing members with status updates on their money movements to ensure they are never left wondering. - Communication Excellence: Manage a high volume of member inquiries with a focus on responsiveness, clarity, and "closing the loop" on every ticket. - Calendar & Meeting Mastery: Strategically manage your schedule to maximize availability for member calls, ensuring a frictionless booking experience for those who need your help. - Feedback Loop: Act as the "Voice of the Member" by documenting common pain points discovered during live interactions and collaborating with Product teams to solve them. - Service Recovery: Proactively reach out via phone to members who have reported less-than-ideal experiences (low CSAT/NPS) to listen, learn, and resolve their concerns.