• Own the Opportunity Engine roadmap from discovery through delivery • Define requirements for growth action types from Share of Wallet to referral • Make decisions on scope, sequencing, and tradeoffs with clarity and speed • Partner daily with engineering, design, data, and business stakeholders • Run agile ceremonies and ensure your pod has what they need to deliver • Coordinate across Technology, Business Intelligence, Sales, and Field Enablement teams • Manage relationships with external partners • Integrate AI capabilities into advisor workflows to drive growth • Use data and machine learning to drive recommendation • Leverage AI to make yourself and your team more effective at building • Define success metrics and track progress toward client excellence and net revenue retention goals • Partner with BI to build dashboards that show pipeline health by advisor, market, and division • Continuously improve based on pilot feedback and usage data

• Leverage strong product intuition and analytical skills to build a shared vision & roadmap for first-time use experiences, considering user needs, business goals, conversion metrics, and technical feasibility • Own and optimize trial experiences, sign-up flows, onboarding journeys, and activation moments that drive users from initial interest through first meaningful value across the customer journey • Identify and implement first-time use patterns and components that can be deployed uniformly to existing products and optimize time-to-value for new products • Collaborate with Engineering, Design, and Growth partners to rapidly test, learn, and iterate on experiences that improve activation rates, conversion, and early engagement • Understand customer problems, friction points, and behavioral patterns through qualitative research, user testing, and quantitative analysis to inform experience design • Partner with Marketing, Sales, and Customer Success teams to ensure seamless handoffs and consistent messaging throughout the early customer journey • Collaborate with Growth Enablement teams to leverage experimentation platforms, analytics infrastructure, and feature flagging to test hypotheses and measure impact • Conduct discovery efforts and analyze qualitative and quantitative data to inform decision-making and iterate on solutions, driving measurable improvements in trial activation, conversion rates, time-to-value, and early retention • Roll up your sleeves and obsess over every detail of the first-time experience—from copy and design to sequencing and timing—to create moments of delight that drive adoption • Conduct discovery efforts, and analyze qualitative and quantitative data to inform decision-making and iterate on solutions, driving measurable improvements in performance, efficiency of development, cross-sell, account security and user experience • Roll up your sleeves and dig into the details while obsessing over a simple, intuitive experience for both our customers and internal teams

• Driving product strategy, roadmap development, and execution of product development initiatives • Managing the end-to-end product lifecycle from concept through launch • Writing product requirements, user stories, and acceptance criteria • Prioritizing product backlog based on business value and user impact • Collaborating with cross-functional teams including developers and designers • Partnering with engineering and data stakeholders for AI-enabled initiatives • Facilitating product planning sessions and backlog grooming • Managing dependencies between multiple product squads • Monitoring performance metrics and user feedback

• Own and continuously improve the account setup journey • Define and track key onboarding metrics • Conduct regular customer research • Build comprehensive competitive intelligence • Partner with Risk and Compliance • Design segmented onboarding journeys • Create and maintain product documentation • Collaborate with Customer Support