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Lake Financial Group

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www.lakefg.com

Lake Financial Group is a financial firm offering retirement planning, estate planning, and income tax strategy services.

Open roles
349

Company signals

Score: 55
Missing required salary 100% Stale listings 0% New cities (90d) 76 Buzzword-heavy listings 3% Growth-mode language 1% SEC Form D filed never Wikipedia No GitHub org No

Job facts

Location
Remote · York, Pennsylvania, United States of America
Workplace
Remote

Last verified live 1 day, 10 hours ago · checked directly on the company's Oracle Taleo

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Digital Product Management Director, Wealth Management (HYBRID or REMOTE)

at Lake Financial Group


About the Role

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.

Equitable Advisors' Wealth Management team is seeking an experienced senior product leader to drive high-impact work that shapes how we serve clients and financial professionals nationwide. The Digital Product Management Director position will own the strategy, roadmap, and delivery of digital experiences that power financial planning, client engagement and overall satisfaction across our digital ecosystem—spanning mobile, web, and client- facing platforms.

As the leader of this team, you will partner hands-on to design and optimize advisor and client solutions, translate market trends and user insights into actionable priorities, and support strategic initiatives that drive decision- making across our Wealth Management business. You will be responsible for defining requirements, prioritizing the backlog, and delivering intuitive, end-to-end experiences that increase engagement and adoption.

You will work cross-functionally with design, engineering, data, and business stakeholders to deliver measurable outcomes, build executive-ready deliverables, and lead advisor-facing conversations that reinforce core practice management fundamentals. If you are curious, data-driven, and energized by the intersection of strategy, technology, and financial planning within a modern, client-focused organization, this role offers the scope and impact you're looking for.

This position offers a remote or hybrid work schedule, with 1-2 days in office combining flexibility with team collaboration.

What You’ll Be Doing

  • Lead the design and delivery of client-facing digital experiences —including mobile applications and web platforms—that bring financial planning and wellness to life, ensuring intuitive, high-quality client journeys across the full advisor and client lifecycle.

  • Own the end-to-end client experience , translating client needs, expectations, and business strategy into scalable, mobile-first solutions that deliver on client promises and support financial planning, financial health, and long-term well-being.

  • Drive AI and data integration across the platform , embedding intelligent, personalized capabilities and connected data flows that anticipate client needs, elevate engagement, and enable advisors to deliver proactive, tailored advice.

  • Leverage metrics, analytics, and client insights to drive outcomes , defining and tracking KPIs (engagement, adoption, satisfaction, retention) to measure experience quality, validate that client expectations are met, and continuously optimize the roadmap.

  • Apply deep industry knowledge and competitive intelligence , benchmarking against leading wealth management and fintech peers to inform product strategy, partner selection, and roadmap prioritization, ensuring our client experience reflects best-in-class standards.

  • Manage in-house teams and third-party suppliers , overseeing mobile and platform integrations, feature delivery, and operational execution to ensure solutions are reliable, compliant, and aligned with enterprise standards and client commitments.

The total targeted compensation range for this position is $281,000 - $321,000. Total compensation and base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.

For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.

Equitable Pay and Benefits : Equitable Total Rewards Program