• Lead and direct complex, high‑profile initiatives across all project phases, balancing competing priorities, timelines, and resources while aligning work to the firm’s product roadmap and strategic objectives. • Serve as a primary representative for major firm‑level projects, acting on behalf of the department across Wealth Management, Operations, IT, and other divisions. Contribute expertise and support in complex projects and enhancements to D.A. Davidson's platforms and tools. • Coordinate with the Manager and stakeholders to align priorities with D.A. Davidson’s product roadmap and collect feedback. Communicate product strategy to senior leaders. • Lead release evaluation, planning, and prioritization with the advisory team and manager to resolve issues and achieve firm objectives efficiently. • Prioritize work against enterprise, division, and product strategies. Effectively communicate rationale and impact for prioritization choices. • Partner with business stakeholders to interpret branch and operations needs and translate them into clear application, workflow, and operational requirements. • Gather and analyze requirements through interviews, documentation review, surveys, and workflow analysis to identify true business needs and ensure successful project and form execution. • Ability to communicate and present technical requirements and dependencies, in person, online and over the phone. • Collaborate closely with IT, developers, and external vendors to maintain platform stability, manage incidents and issues to ensure continuity of daily operations, define technical goals, and balance usability with performance. • Act as the primary liaison with external software vendors for requirements definition, issue resolution, and ongoing platform enhancements. • Lead development and maintenance of training resources, procedural documentation, and ongoing training for the internal D.A. Davidson team. • Perform additional duties and special projects as assigned.

• Own the product vision and roadmap for BOXED. • Define and own core product metrics including activation, retention, and monetization. • Drive execution, coordinating with Engineering and Design. • Translate customer insights into product strategy. • Partner cross-functionally with Engineering, Design, Marketing, CX, and Operations.

The Opportunity As a Product Manager - Senior Manager, you will lead the charge in developing cutting-edge software solutions and driving product innovation to meet the evolving needs of clients. Within our Internal Firm Services practice, you will be at the forefront of managing commercial and internal products, sitting at the intersection of business, user experience, and technology to solve customer and end-user challenges. Your role will encompass the entire product lifecycle, from definition and planning through production, release, and end-of-life, confirming that products meet market demands and drive business growth. As a Senior Manager, you will leverage your skills and network to deliver quality results, motivating and coaching teams to solve complex problems. You will apply sound judgment, recognizing when to take action and when to escalate, while developing and sustaining diverse and inclusive teams. Your commitment to excellence will contribute to the success of our firm. In this role, you will validate outcomes with clients, share alternative perspectives, and act on client feedback. You will direct teams through complexity, demonstrating composure in challenging situations, and initiate open and honest coaching conversations at all levels. Responsibilities - Leading the design, development, and management of product activities from definition through end of life - Driving product innovation by combining technical skills with creative thinking to meet client needs - Managing the product lifecycle, including modifications, upgrades, and maintenance - Overseeing commercialization, go-to-market planning, and sales for commercial products - Collaborating with cross-functional teams to align product strategy with business objectives - Conducting competitive analysis and customer needs analysis to inform product strategy - Developing and executing product roadmaps and strategic plans - Applying agile methodology to enhance product development processes - Building and nurturing relationships with stakeholders to support product success - Coaching and mentoring teams to solve complex problems and drive business growth - Utilizing analytical thinking to identify opportunities for product improvement - Validating outcomes with clients and incorporating feedback into product enhancements - Crafting and conveying clear, impactful messages that tell a holistic story - Demonstrating composure and sound judgment in ambiguous and challenging situations What You Must Have - At least a Bachelor's degree - At least 6 years of experience What Sets You Apart - Excelling in Agile Methodology and Product Management - Demonstrating skills in Business Case Development and Competitive Analysis - Utilizing Product Lifecycle Management and Product Strategy effectively - Applying systems thinking to identify underlying problems and opportunities - Directing teams through complexity with composure in challenging situations - Initiating open and honest coaching conversations at all levels - Validating outcomes with clients and acting on feedback The salary range for this position is: $91,000 - $321,500. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. Learn more about how we work: https://pwc.to/how-we-work For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines

• Analyze science, engineering, business, and other data processing problems to implement and improve computer systems • Analyze user requirements, procedures, and problems to automate or improve existing systems • Review computer system capabilities, workflow, and scheduling limitations • May analyze or recommend commercially available software