• Define Product Vision and Strategy: Build and communicate the medium- and long-term vision, connecting the technical roadmap directly to GB’s strategic objectives. • Stakeholder Management: Act as a strategic partner to Directors and Senior Managers, leading negotiations and aligning high-level expectations. • Architecture for Complex Solutions: Lead the definition of solutions for ambiguous and systemic business problems, ensuring scalability, integration with other Value Streams, and technical robustness. • Value-Based Prioritization (ROI): Apply advanced prioritization frameworks to make difficult trade-off decisions, defending the roadmap based on financial return and business impact. • Culture and Mentorship: Raise the team’s technical and behavioral standards by mentoring other PMs, disseminating product best practices, and structuring discovery and delivery processes. • Leadership in Planning (PI Planning): Lead the construction of strategies for OKR cycles and PI Planning, ensuring integration and dependencies across multiple teams and tribes. • Growth and Lifecycle Strategy: Look beyond individual features by designing strategies to increase adoption, retention, and the product’s impact across the franchisee/reseller lifecycle.

• The opportunity • We’re looking for 2 Product Managers to join our team, to own and drive key parts of our mission. • The Product team defines and delivers customer focused propositions for Wealth Wizards and their clients, balancing customer needs, commercial goals with regulatory requirements. • We use data and insight to prioritise, iterate, and improve - working cross functionally to create digital or hybrid journeys that build customer understanding, confidence, and action. • As a Product Manager, you will co-lead one of our cross-functional development teams (either for our Property Wealth or Connected Help Proposition) and will be responsible for your product and implementation of the overall product vision and strategy. • Both roles share a mission of helping customers make better financial decisions for their retirement, delivering on our mission of making financial advice and guidance more accessible and affordable.

• Own the strategy and roadmap for the core ROI platform • Partner closely with engineering, operations, design, and product leaders • Ensure that the ROI platform is performant, resilient, observable, and available • Own key platform health outcomes including application uptime and reliability of integrations • Create and socialize a clear ROI platform strategy and roadmap • Prioritize platform investments that unlock high-impact work • Define success metrics for platform performance • Ship meaningful improvements to platform reliability and core user experiences • Establish strong stakeholder communication practices

• Develop deep expertise in Bamboo Health's Controlled Substance products, data assets, reporting solutions, customer workflows, and regulatory landscape. • Analyze complex datasets using SQL, Tableau, and other analytical tools to identify trends, customer needs, risks, and product opportunities. • Lead the discovery, prioritization, requirements definition, and delivery of reporting and data product enhancements from concept through adoption. • Partner with customers and customer-facing teams to understand needs, manage expectations, communicate tradeoffs, and distinguish between defects, enhancements, and future opportunities. • Collaborate with Product, Engineering, Analytics, Data Engineering, Architecture, and Customer Success teams to deliver scalable, customer-focused solutions. • Translate customer feedback, business needs, regulatory requirements, and data insights into clear product requirements, user stories, acceptance criteria, and success metrics. • Support roadmap decisions by evaluating customer impact, regulatory requirements, technical feasibility, operational considerations, and business value. • Contribute to data governance, reporting, metadata, and AI-enabled product initiatives that improve customer value and operational efficiency. • Support user acceptance testing (UAT), product documentation, data definitions, and customer-facing enablement materials. • Explore opportunities to enhance workflows through AI or automation tools (e.g., document summarization, task routing, or data parsing). • Identify repetitive tasks and partner with team leads to implement scalable automation solutions.