• Own the end-to-end product lifecycle for the de-identified data platform, from ingestion and normalization through de-identification, modeling, and delivery • Define and maintain the product roadmap in alignment with corporate strategy and commercialization goals • Translate strategic objectives into clear product requirements, documentation, and execution plans • Partner with Engineering and Data teams to prioritize and deliver scalable, high-quality platform capabilities • Collaborate with Data Modelers to design normalized, extensible data structures that support real-world evidence use cases • Establish data quality standards, validation frameworks, and certification checkpoints • Operationalize data rights and compliance workflows in partnership with Legal and Privacy teams • Apply AI tools to improve product development velocity, enhance data mapping and validation workflows, and elevate documentation standards • Identify opportunities to embed AI-driven automation into core platform capabilities • Drive cross-functional alignment across Strategy, Data, Analytics, Engineering, Legal, and Commercial stakeholders • Support onboarding of external partners through structured delivery processes, documentation, and defined SLAs

• Own and prioritize the product backlog for life insurance and annuity agency management solutions, ensuring alignment with business objectives and regulatory requirements. • Collaborate with Sales/Distribution, Operations, Compliance, Finance, BI, UX and IT teams to define and refine product requirements supporting life and annuity sales, servicing and agency management workflows. • Facilitate backlog grooming, user story development, and acceptance criteria definition in an Agile environment. • Translate complex life and annuity business needs into well-defined user journeys, functional requirements, user stories, and workflow designs. • Drive product capabilities across key areas including: Agent recruiting, onboarding, contracting, and licensing, Illustrations and product comparison, Application intake (eApp and hybrid), Underwriting and requirements management, Suitability and best interest workflows, Policy issuance, delivery, and funding, Post-issue servicing and in-force management, Agency practice and performance management, Commissions, advances, chargebacks, and reporting. • Participate in Agile ceremonies including sprint planning, backlog refinement, reviews, retrospectives, and demos. • Partner closely with engineering and UX teams to ensure solutions are intuitive, scalable, and aligned with real-world agent and operations workflows. • Work with QA teams to ensure testing strategies adequately cover critical life and annuity business scenarios, compliance rules, and edge cases. • Support user acceptance testing (UAT), partnering with sales, underwriting, and operations teams to validate new capabilities prior to release. • Monitor product performance, adoption, and operational metrics to identify opportunities for continuous improvement. • Stay current on life insurance and annuity industry trends, carrier practices, and regulatory changes impacting product design and distribution. • Lead Voice of the Customer initiatives with our sales/distribution partners to ensure we continually received feedback and insights from our core cohorts.

• Lever is a user-centered design product. This means you will be speaking with users regularly and collaborating with other teams to accomplish goals. • As the Product Manager, you will develop deep understanding and empathy for users and it is also your responsibility to define the priority of work and communicate the value and purpose to internal stakeholders and customers.

• Own the end-to-end product strategy across our distribution ecosystem – including independent agents (direct + via comp raters), hosted and API partnerships, and direct onboarding flows. • Drive roadmap clarity across multiple teams: ensure every PM knows the problem they are solving, the impact they are targeting, and how to measure success. • Partner with Engineering, Design, Analytics, Business Development, and State Management to bring new distribution products and experiences to market. • Set and maintain northstar metrics and OKRs across channels – balancing conversion, cost, partner needs, and long-term customer value. • Push the organization to move fast: remove blockers, simplify decision-making, and enforce high standards for shipping quality work. • Manage and develop a team of 4-6 Product Managers across IA, Partnerships, and DTC onboarding. • Coach PMs on problem definition, experimentation, hypothesis generation, and product craft. • Establish a culture of rigor – teaching “why” before “how” and driving teams to own outcomes rather than output. • Partner with cross-functional leaders to continually raise the bar on product quality, collaboration, and execution. • Help scale the distribution product organization as Root grows into new markets and partner ecosystems.