What are the responsibilities and job description for the Director, Product Management - Tax and Financial Planning position at Carson Group Holdings, LLC?
Job Description
Job Description
Who We Are
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple : always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska : Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.
Who We Want
We are seeking an experienced and strategic Director, Product Management to lead our efforts in tax planning and financial planning solutions. This is a critical role where you will drive the vision, strategy, and execution of our tax-focused product offerings, ensuring alignment with client needs and market opportunities.
This role requires a deep understanding of tax strategies, financial planning principles, and the ability to translate advisor needs into product solutions. You will collaborate with cross-functional teams including engineering, design, marketing, and compliance to deliver innovative and impactful products.
What To Expect
- Strategic Leadership : Work with senior leadership to develop and implement the product strategy and roadmap for tax planning, tax overlay, and related financial planning solutions.
- Market Analysis : Conduct in-depth market research to identify trends, customer needs, and competitive opportunities within the tax and financial planning space.
- Product Development : Partner with engineering to create and refine product features that simplify tax strategies for clients and advisors.
- Stakeholder Collaboration : Work closely with internal and external stakeholders, including financial advisors to gather insights and ensure product-market fit.
- Regulatory Expertise : Stay updated on tax regulations and integrate compliance requirements into product designs.
- Performance Monitoring : Define key performance metrics for product success and analyze data to continuously improve offerings.
What You Need
5 years of product management experience
Deep understanding of tax planning and strategies.
Comfortable leading new initiatives and new product development
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
The total rewards expected for this role include :
Salary : $145,000 - $182,500
