• Manage a product roadmap across several different business objectives and distribution channels, ensuring that we are executing against the highest impact items at any given time, and delivering things on time. • Figure out how to leverage AI to improve our customer experience and internal processes to execute our implementation pipeline successfully. • Work closely with external partners on new and existing implementations; earn and maintain trust by building good relationships. • Work closely with internal stakeholders to understand feature gaps and solution around them; earn and maintain trust by building good relationships. • Rapidly test sound hypotheses through new merchandising experiments at different points in the customer journey to increase revenue • Use data to identify user behavior and purchase patterns, which directly lead to hypotheses around opportunities that can be measurably validated/invalidated through simple experiments • Launch new partnerships, end to end: from sales pitch to design to development to customer service to optimization. This person will launch things from the ground up and grow them into mature products. • Work with customer service to understand and identify customer problem trends • Work with back-end and front-end engineers, designers, legal, and many other stakeholders to launch innovative features quickly and bug-free • Learn and use a diverse set of analytics and AI tools

• Manage a product roadmap across several different business objectives and distribution channels, ensuring that we are executing against the highest impact items at any given time, and delivering things on time. • Figure out how to leverage AI to improve our customer experience and internal processes to execute our implementation pipeline successfully. • Work closely with external partners on new and existing implementations; earn and maintain trust by building good relationships. • Work closely with internal stakeholders to understand feature gaps and solution around them; earn and maintain trust by building good relationships. • Rapidly test sound hypotheses through new merchandising experiments at different points in the customer journey to increase revenue • Use data to identify user behavior and purchase patterns, which directly lead to hypotheses around opportunities that can be measurably validated/invalidated through simple experiments • Launch new partnerships, end to end: from sales pitch to design to development to customer service to optimization. This person will launch things from the ground up and grow them into mature products. • Work with customer service to understand and identify customer problem trends • Work with back-end and front-end engineers, designers, legal, and many other stakeholders to launch innovative features quickly and bug-free • Learn and use a diverse set of analytics and AI tools

• Manage & Optimize Core Rails: Oversee performance and reliability of existing payment rails • Build the Future of Payments: Lead discovery and implementation of new payment methods • AI-Accelerated Execution: Leverage AI tools to draft specifications and analyze data • Strategic Roadmap: Define long-term payments strategy balancing compliance, partner requirements, and user experience

• Works as a key team member on a cross functional team, responsible for continuous delivery of value to the customer through compelling and empowering customer experiences • Collaborate with Product Manager and stakeholders to ensure work prioritization is aligned with D.A. Davidson’s priorities and overall product roadmap as well as to provide product development feedback and direction. Leans into the work of developing and socializing the product strategy with senior leaders across the company • Continuously innovates and evolves the product in alignment with strategic priorities. Is responsible for creating, maintaining, and evolving the product roadmap • Maintain and refine product backlog: Create user stories and acceptance criteria and prioritize all stories to ensure work focuses on those with maximum business value that align with product strategy • Ensure stories clearly communicate the customer and stakeholder needs to meet key business objectives and strategies for the product. Is available for consultation during agile team planning and grooming sessions as needed. Coaches team members on effective product management and agile techniques to help mature the abilities of the entire team • Facilitates efforts across other product teams to align product roadmaps and sprint plans, in an effort to focus on delivering the maximum business value to the organization • As a functional leader of an agile team, ensures the team is aligned around similar goals and objectives and attending all team meetings • Engages with customers and users on a regular basis to uncover implicit and explicit needs • Develop and track key value drivers that measure effectiveness of product discovery and overall product performance, and communicate these to stakeholders and business leaders on a regular basis • Foster a sense of urgency to achieve goals and leverage resources to overcome unexpected obstacles • Inspire others to achieve challenging goals and high standards of performance while committing to the organization’s direction (Product/Agile/DevOps) • Supports and/or develops an environment in which D.A. Davidson employees and colleagues are focused on continuous improvement, exceptional employee engagement, and an unwavering commitment to our clients