Product Director - Financial Adviser Technology
Remote - UKRemote
AI Summary
Leads product strategy for a portfolio of financial adviser SaaS solutions, owning the product vision, roadmap, P&L, and commercial performance to drive growth and customer outcomes.
About this role
Lead the product strategy for a market-leading portfolio of financial adviser technology solutions that help financial professionals make smarter decisions every day.
Role Overview:
Reporting to the Chief Product Officer, the Product Director will define and deliver the vision, strategy, and commercial performance of Defaqto's Adviser Technology product portfolio. You will bring together multiple SaaS products into a compelling market proposition, ensuring exceptional customer outcomes and sustainable business growth.
Working closely with senior stakeholders, including the Executive Committee, you will drive investment decisions, roadmap prioritisation, and product innovation. This is a highly strategic role for a commercially minded product leader who thrives in fast-paced, customer-centric technology businesses.
Essential Requirement: Experience in the UK financial adviser sector.
Role Overview:
Reporting to the Chief Product Officer, the Product Director will define and deliver the vision, strategy, and commercial performance of Defaqto's Adviser Technology product portfolio. You will bring together multiple SaaS products into a compelling market proposition, ensuring exceptional customer outcomes and sustainable business growth.
Working closely with senior stakeholders, including the Executive Committee, you will drive investment decisions, roadmap prioritisation, and product innovation. This is a highly strategic role for a commercially minded product leader who thrives in fast-paced, customer-centric technology businesses.
Essential Requirement: Experience in the UK financial adviser sector.
Key Responsibilities
As Product Director, you will own the product strategy, planning, investment, delivery and ongoing performance for a portfolio of Defaqto’s financial adviser SaaS products. Once you've got to grips with
the product range, your initial primary focus will be to deliver a coherent portfolio proposition for the
market.
You will have responsibility for maximising the overall performance of the products in terms of numbers of financial decisions influenced and revenue / product profitability, as well as identifying opportunities
to extend or enhance the product range and bring new products to market.
the product range, your initial primary focus will be to deliver a coherent portfolio proposition for the
market.
You will have responsibility for maximising the overall performance of the products in terms of numbers of financial decisions influenced and revenue / product profitability, as well as identifying opportunities
to extend or enhance the product range and bring new products to market.
- Ownership of the product and portfolio vision and strategy including roadmap prioritisation
- Delivery of market and customer intelligence
- Ownership of the portfolio P&L along with product investment cases
- End-to-end product performance measurement and improvement
Skills, Knowledge & Expertise
Essential requirements:
- Experience working in the UK financial advice sector with a strong working knowledge of the regulatory landscape in which they operate.
- Experience as a Head of Product, Product Director or Senior Product Manager in a small to medium sized firm is essential.
- Demonstrable success in the development and growth of an outstanding SaaS product.
- Experience managing a portfolio of tech products.
- Proven success in the delivery of high-quality digital user experiences that have delighted end users and performed ahead of the competition.
- Appreciation and understanding of high-quality user-centric product design.
- Detailed knowledge of the marketing, sale, expansion, operation, and support of digital products.
- Entrepreneurial mind-set - we'll be looking out for examples of this on your CV and during the selection process.
- Experience owning the P&L for a SaaS product and for creating financial forecasts and investment cases to govern the allocation of resources within the business.
- While you will have a small team working closely with you and your emphasis will be at the strategic level, you will also need to roll your sleeves up and get stuck in, which is why it is essential you have experience in a small to medium-sized business.
Your approach to work:
- Relationship building, networking and influencing – your key stakeholders will include the ExCo.
- Happy working at pace
- Collaboratively
Benefits
Location:
This is a UK-based remote working role with a requirement to be in the London or Haddenham offices at least a couple of times per month. We can also offer hybrid working from either of these offices.
This is a UK-based remote working role with a requirement to be in the London or Haddenham offices at least a couple of times per month. We can also offer hybrid working from either of these offices.
Right to Work:
Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.
Skills
Financial ForecastingInvestment CasesMarketing And Sales Of Digital ProductsP&L OwnershipProduct Portfolio ManagementProduct Roadmap PrioritisationRegulatory LandscapeSaaS Product ManagementUK Financial Adviser SectorUser-centric Design
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