Converge for FSI - RAE, Lead Product Manager_Products & Platforms

The Team

Are you looking for a unique opportunity with both start-up spirit AND enterprise strength? Deloitte's Converge for FSI business offers both! We are looking for a talented individual with an innovative mindset to join the Converge for FSI team in our mission to develop differentiated financial services products that achieve product-market fit. This role is focused on the Retirement Agentic Ecosystem (RAE), an AI-enabled platform that connects retirement systems and coordinates workflows across plan onboarding, ongoing operations and participant servicing-helping providers reduce manual work, improve accuracy and deliver more connected experiences. This is a great opportunity to be on the frontlines of Deloitte's innovation & product strategy while staying close to industry/sector priorities.

Position Summary

As the leader of the RAE product team, you will be the conduit between retirement & wealth clients, the product team, and the Deloitte sales/delivery teams driving product outcomes to achieve sales in market. You will work closely with the Deloitte sales/delivery leaders to shape enablement efforts and product-market fit. You will ensure that client feedback and market trends shape the roadmap and meet the overall product strategy long term. We are looking for a talented individual with an innovative mindset to join the RAE team in our mission to develop differentiated financial services products that achieve product-market fit.

Recruiting for this role ends on 12/01/2026.

Work you'll do

Design, build, and operate digital experiences and features within the RAE platform by leading the product team to define capabilities, create user stories, and lead technology execution within a modern and complex ecosystem. Prioritize strategic requests, contract and partner with external firms, execute changes in a high-quality fashion, and communicate progress to key stakeholders. Provide KPI's that informs management of the highest priority features to accomplish, with hypotheses on the impact of new features on B2B sales.

Key Responsibilities

• Be the "CEO of your domain" by leading a cross-functional team of product owners, UX designers, full stack engineers, and scrum master towards building innovative digital banking features in a model that is unique to the retirement & wealth industry.
• Hands on execution of the product vision with oversight of architecture and solution design, from ideation through product feature prioritization, to development team and project management, to quality assurance and deployment.
• Set and manage OKR's and KPI's for prospect conversion, customer adoption, and retention by demonstrating highly usable customer experiences, UIs, and/or internal business processes, and implementing a culture and process for validated learning with user behavior metrics.
• Maintain a customer and product-oriented feature list that becomes the foundation for all change and operating activities, including identifying and treating differentiating and hygiene features differently.
• Define and manage an innovative change process through business strategy inputs, KPI tracking, end-user behavior metrics, and voice of customer research that generates innovative and concrete ideas with feasible execution plans and high-quality production deployments.
• Define business rules, data definitions, and process standards that ensure consistent rollout of key business themes across all RAE apps, with a primary focus on radically frictionless experiences, cohesion between inbound UI interactions and outbound digital engagement (Email, push, text, etc.), and consistent omni-channel experiences.
• Ensure a well-structured business capability model is leveraged as the main artifact for building detailed user stories and functional designs as concrete inputs to development teams.
• Ensure ongoing traceability from strategic goals to capabilities to technical components to validated business results.
• Create high level designs including customer experience journey maps, high level architecture views, and UX mockups, with traceability to detailed execution deliverables including production UX artifacts, business process flows, and business rules.
• Build and maintain a feature-oriented roadmap that is backed by ongoing release-oriented capacity and demand planning to ensure feasible outcomes within reasonable timelines. Must be able to plan the team and projects by continuously balancing resources or tasks based on shifting business demands.
• Obsess daily over the customer experience through data-driven analysis, validated learning, and designing comparative experiments. Manage the ongoing interactions with lead users.
• Use the product as an end user to build empathy and self-identify improvements.
• Ensure stakeholders are continuously informed of your area's product strategy and roadmap.

The successful candidate would possess these skills:

• Must be highly cross-functional across multiple disciplines including emerging product management practices, HCI and design-thinking, lean startup principles, business systems analysis, BPM, customer experience management, usability engineering, scrum project methods, and quality assurance.
• Experience interacting with executive management and multiple internal and external stakeholders to define and deliver complex features. Experience with business model planning, minimum efficient scale analysis, fixed and variable cost modeling, and cost reduction efforts.
• Experience building multi-tenant SaaS platforms and/or large complex systems serving millions of end consumers. Understanding of how to leverage responsive, adaptive, and statically designed UI's effectively.
• Ability to anticipate bottlenecks, provide escalation management, anticipate and make tradeoffs, and balance the business needs versus technical constraints. Strong mix of analytical (interaction and flow design) and artistic (brand and style) design thinking.
• Superior verbal and written communications skills and history of teamwork. Strong attention to detail including precise and effective customer communications and proven ability to manage competing priorities simultaneously.

Qualifications

Required:

• Bachelor's degree in Business, Engineering, Computer Science, Data Science, Information Systems, or a related field, or equivalent professional experience.
• 6+ years of experience in product management, product strategy, or product leadership, including at least 2 years in a team leadership role directly managing others.
• Demonstrated experience building and launching data products, AI-native platforms, or enterprise SaaS offerings.
• Ability to travel 25%, on average, based on the work you do and the clients and industries/sectors you serve.
• Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future.

Preferred:

• Advanced degree (Master's) in Business, Engineering, Computer Science, or a related field.
• Experience in financial services, specifically related to retirement or wealth management.
• Background in management consulting, commercial transformation, or enterprise technology product leadership.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $134,500- $265,100.

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Deloitte is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to participate in the recruiting process, please direct your inquiries to the Global Call Center (GCC) at USTalentCICInbox@deloitte.com.

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Benefits

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Professional development

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As used in this posting, "Deloitte" means Deloitte Consulting LLP, a subsidiary of Deloitte LLP. Please see https://www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

Qualified applicants with criminal histories, including arrest or conviction records, will be considered for employment in accordance with the requirements of applicable state and local laws, including the Los Angeles County Fair Chance Ordinance for Employers, City of Los Angeles's Fair Chance Initiative for Hiring Ordinance, San Francisco Fair Chance Ordinance, and the California Fair Chance Act. See notices of various fair chance hiring and ban-the-box laws where available. Fair Chance Hiring and Ban-the-Box Notices | Deloitte US Careers

Requisition code: 371662

Job ID 371662