Technical Product Manager - Digital Solutions
Lincoln Investment recognized as one of Philadelphia's Top Workplaces for over ten years, is an independent broker dealer and registered investment advisor that offers brokerage, investment advisory and other financial services. Lincoln has over 1,000 financial advisors nationwide and we serve over 350,000 clients representing over $36 billion in assets. We are a majority family-owned financial services firm that regards our employees as integral players in our continuous growth. Lincoln Investment's success is built upon our dedication to helping people retire well and promoting a work environment that fosters success. Our financial strength and profitability are natural results of "helping people, having fun, and enjoying success." Lincoln Investment offers a competitive compensation and benefits package. Our Home Office is conveniently located in Fort Washington, PA, just outside of Philadelphia.
• Remote, Hybrid or In-Person Work Opportunities Available
Overview: The Technical Product Manager (TPM) will lead the strategy, planning, and delivery of digital capabilities that enhance the client and financial advisor experience. As part of the Digital Solutions team, this role bridges business, user experience, and engineering—ensuring platform architecture, integrations, workflows, and data enable seamless digital interactions. The TPM partners closely with the Solution Architects, Product Owner, Scrum Master, UX, engineering leadership, and business stakeholders to define product roadmaps, ensure technical feasibility, and drive incremental value delivery.
Key Responsibilities
Product Strategy & Roadmap
• Define and maintain the product suite roadmap in partnership with business leaders and Digital Solutions leadership.
• Translate business priorities, regulatory needs, and advisor/client feedback into strategic initiatives and release plans.
• Ensure alignment with enterprise architecture, data strategy, security, and integration standards.
Technical Problem-Solving & Solution Design
• Work closely with engineering leads and solution architects to evaluate solution approaches, make build vs. buy decisions, and ensure scalability and maintainability.
• Understand APIs, data flows, platform dependencies, workflow logic, and integration touchpoints across the advisor and client ecosystem.
• Provide clarity on high-level requirements and technical context during refinement and design sessions.
Cross-Functional Delivery Leadership
• Partner with Product Owners to translate roadmap epics into actionable backlogs.
• Collaborate with Scrum Masters to sequence work, manage dependencies, and maintain predictable delivery flow.
• Coordinate with Release Management, DevOps, and QA to ensure solutions are deployable, supportable, and compliant.
Value Measurement & Continuous Improvement
• Track adoption, usage patterns, business KPIs, and experience insights to evaluate success.
• Use data to recommend iteration opportunities and optimization priorities.
• Support UAT, advisor/client pilots, feature rollout sequencing, and enablement activities.
Skills & Experience
Required
• 5+ years in Product Management, Technical Product, Solution Architecture, or similar role.
• Proven experience delivering digital platforms, portals, or workflow solutions.
• Ability to translate complex technical concepts into clear business-oriented discussions.
• Experience with API-driven integrations, data modeling, eventing patterns, or system workflows.
• Skilled in Agile delivery environments with cross-functional teams.
Preferred
• Experience in wealth management, investment advisory platforms, financial planning tools, or digital client service.
• Familiarity with DORA metrics, DevOps practices, and continuous delivery approaches.
• Understanding of UI/UX principles and journey mapping.
• Relevant certifications (PM/PO, CSPO, CSM, PMP, etc.).
Lincoln Investment is an equal opportunity employer. Lincoln Investment prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Lincoln Investment conforms to the spirit as well as to the letter of all applicable laws and regulations.
Apply Now
Apply Now
• Remote, Hybrid or In-Person Work Opportunities Available
Overview: The Technical Product Manager (TPM) will lead the strategy, planning, and delivery of digital capabilities that enhance the client and financial advisor experience. As part of the Digital Solutions team, this role bridges business, user experience, and engineering—ensuring platform architecture, integrations, workflows, and data enable seamless digital interactions. The TPM partners closely with the Solution Architects, Product Owner, Scrum Master, UX, engineering leadership, and business stakeholders to define product roadmaps, ensure technical feasibility, and drive incremental value delivery.
Key Responsibilities
Product Strategy & Roadmap
• Define and maintain the product suite roadmap in partnership with business leaders and Digital Solutions leadership.
• Translate business priorities, regulatory needs, and advisor/client feedback into strategic initiatives and release plans.
• Ensure alignment with enterprise architecture, data strategy, security, and integration standards.
Technical Problem-Solving & Solution Design
• Work closely with engineering leads and solution architects to evaluate solution approaches, make build vs. buy decisions, and ensure scalability and maintainability.
• Understand APIs, data flows, platform dependencies, workflow logic, and integration touchpoints across the advisor and client ecosystem.
• Provide clarity on high-level requirements and technical context during refinement and design sessions.
Cross-Functional Delivery Leadership
• Partner with Product Owners to translate roadmap epics into actionable backlogs.
• Collaborate with Scrum Masters to sequence work, manage dependencies, and maintain predictable delivery flow.
• Coordinate with Release Management, DevOps, and QA to ensure solutions are deployable, supportable, and compliant.
Value Measurement & Continuous Improvement
• Track adoption, usage patterns, business KPIs, and experience insights to evaluate success.
• Use data to recommend iteration opportunities and optimization priorities.
• Support UAT, advisor/client pilots, feature rollout sequencing, and enablement activities.
Skills & Experience
Required
• 5+ years in Product Management, Technical Product, Solution Architecture, or similar role.
• Proven experience delivering digital platforms, portals, or workflow solutions.
• Ability to translate complex technical concepts into clear business-oriented discussions.
• Experience with API-driven integrations, data modeling, eventing patterns, or system workflows.
• Skilled in Agile delivery environments with cross-functional teams.
Preferred
• Experience in wealth management, investment advisory platforms, financial planning tools, or digital client service.
• Familiarity with DORA metrics, DevOps practices, and continuous delivery approaches.
• Understanding of UI/UX principles and journey mapping.
• Relevant certifications (PM/PO, CSPO, CSM, PMP, etc.).
Lincoln Investment is an equal opportunity employer. Lincoln Investment prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Lincoln Investment conforms to the spirit as well as to the letter of all applicable laws and regulations.
Apply Now
Apply Now