Senior Product Manager

insightsoftware is a global provider of reporting, analytics, and performance management solutions that unlock the potential of business data and transform the way finance and data teams operate. We empower leaders from over 32,000 organizations to make timely and intelligent decisions. Our comprehensive solutions span Financial Planning and Analysis (FP&A), Controllership, and Data and Analytics.

We deliver finance teams the insights required to navigate any economic climate and drive greater financial intelligence, while increasing productivity, visibility, accuracy, and compliance. Learn more at insightsoftware.com.

Job Description

Job Summary

We are seeking an experienced Senior Product Manager to own the Broker Integrations domain within Certent Equity Management. This role requires deep expertise in Brokerage Operations and Integrations as well as Product Management experience. You will be responsible for defining product strategy, writing detailed requirements, and driving execution for multiple types of Broker offerings that Certent supports.

This is a hands‑on, execution‑focused role requiring both domain expertise and the ability to translate business needs into clear, implementable requirements for engineering teams.

Key Responsibilities

Product Strategy & Roadmap

• Own the product roadmap for Broker‑related new offerings and enhancements, balancing Broker partner needs, our customers’ needs, competitive positioning, regulatory requirements, and platform scalability
• Define multi‑quarter feature priorities based on revenue impact, broker partnership requirements, competitive positioning and technical dependencies
• Conduct competitive analysis of competitive brokerage offerings
• Partner with Sales, Customer Success, and broker partners to identify feature gaps to deliver best in class solutions

Requirements Definition & Documentation

• Write comprehensive Product Requirements Documents (PRDs) with detailed functional specifications, user workflows, edge cases, and acceptance criteria
• Conduct technical detail review sessions with engineering teams before development begins to ensure alignment of requirements and implementation risks
• Define system integrations and UI/UX models with precision appropriate for financial transaction integrations and financial services usage
• Partner with Security and Compliance teams to ensure features and integrations meet regulatory and Broker security requirements

Cross‑Functional Collaboration

• Partner with Admin and other Certent Product Managers to ensure fit and integration compatibility
• Collaborate with Professional Services on Broker implementations, identifying best practices for timely implementations
• Work with Product Marketing on Broker offering positioning, feature launches, and sales enablement materials
• Coordinate with Compliance and Legal teams on regulatory issues and other challenges working with broker‑dealers

Customer & Partner Engagement

• Lead customer discovery sessions to understand pain points, workflows, and feature requirements
• Conduct demos and training for broker partners and internal teams
• Support Sales in competitive evaluations, RFP responses, and proof‑of‑concept engagements with new Broker recruiting efforts
• Participate in Bank of America, UBS, and other broker partner business reviews

Required Qualifications

• 5+ years in product management roles, preferably in B2B SaaS environments
• 3+ years of experience in the Equity Management space
• Proven track record of delivering complex SaaS features, enhancements, or modules from concept to launch
• Proven experience in developing and managing software products and integrations, preferably related to equity management
• Exceptional communication and collaboration abilities with the aptitude for influencing and building consensus among stakeholders
• Strong attention to detail, organization, and prioritization skills

Technical & Domain Knowledge

• Deep understanding of equity compensation principles, including stock options, RSUs, ESPP, performance awards, and international equity programs
• Deep understanding of Broker transactional environments, especially the FIX protocol
• Deep understanding of Broker processes of inquiry execution and settlement of participant transactions

Education

• Bachelor’s degree in Business, Finance, or related field required

Preferred Qualifications

• CEP (Certified Equity Professional) Level 1 certification or higher
• MBA or similar advanced degree is preferred
• Experience with Agile/Scrum methodologies and product management frameworks
• Experience with platform migrations, system implementations, or large‑scale transformation projects

The salary range in United States of America for this position is 124,000.00 to 156,000.00 USD Annual. Your specific offer within this range will be determined by your skills, experience, and qualifications. For non‑sales roles, you may be eligible for a bonus.

For sales roles, this range includes a commission target. We are committed to pay transparency and fair compensation practices. If you have questions about our compensation approach, please don't hesitate to ask during the interview process.

Additional Information

All your information will be kept confidential according to EEO guidelines.

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At insightsoftware, we are committed to equal employment opportunity regardless of race, color, ethnicity, ancestry, religion, national origin, gender, sex, gender identity or expression, sexual orientation, age, citizenship, marital or parental status, disability, veteran status, or other class protected by applicable law. We are proud to be an equal opportunity workplace.

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