• Define and champion a clear, multi-year product vision and strategy for the platform and integrations, aligned with overall business objectives. • Mentor and develop at least one direct report, fostering a culture of excellence and growth within the product team. • Conduct thorough market, customer, and competitive analysis to identify new integration opportunities and unmet needs. • Develop and manage a product roadmap that balances foundational infrastructure projects, new integration development, and long-term strategic goals. • Effectively present product strategy, insights, and recommendations to the executive leadership team and other key stakeholders. • Demonstrate expert technical acumen by translating complex API specs and technical documentation into detailed user stories, functional requirements, and business solutions. • Oversee the entire product development lifecycle for all integrations, from initial discovery and technical design to launch and iteration. • Collaborate closely with engineering to build scalable, reliable, and high-quality platform services and integrations. • Proactively identify and resolve potential issues, risks, and dependencies across multiple internal and external systems to ensure seamless integration. • Own the relationship with external integration partners, ensuring smooth implementation and interoperability. • Define and track key performance indicators (KPIs) for platform health, integration performance, and product success. • Use data-driven insights to optimize the product, prioritize features, and make sound investment decisions. • Act as the subject matter expert and primary advocate for the platform and its critical role within the organization. Build strong, collaborative relationships with cross-functional teams, including engineering, design, marketing, and sales, to ensure successful launches.

• Define and champion a clear, multi-year product vision and strategy for the platform and integrations, aligned with overall business objectives. • Mentor and develop at least one direct report, fostering a culture of excellence and growth within the product team. • Conduct thorough market, customer, and competitive analysis to identify new integration opportunities and unmet needs. • Develop and manage a product roadmap that balances foundational infrastructure projects, new integration development, and long-term strategic goals. • Effectively present product strategy, insights, and recommendations to the executive leadership team and other key stakeholders. • Demonstrate expert technical acumen by translating complex API specs and technical documentation into detailed user stories, functional requirements, and business solutions. • Oversee the entire product development lifecycle for all integrations, from initial discovery and technical design to launch and iteration. • Collaborate closely with engineering to build scalable, reliable, and high-quality platform services and integrations. • Proactively identify and resolve potential issues, risks, and dependencies across multiple internal and external systems to ensure seamless integration. • Own the relationship with external integration partners, ensuring smooth implementation and interoperability. • Define and track key performance indicators (KPIs) for platform health, integration performance, and product success. • Use data-driven insights to optimize the product, prioritize features, and make sound investment decisions. • Act as the subject matter expert and primary advocate for the platform and its critical role within the organization. Build strong, collaborative relationships with cross-functional teams, including engineering, design, marketing, and sales, to ensure successful launches.

• 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.