Technical Product Manager

Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It�s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms � and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Who We Want

The Technical Product Manager will work as part of a team dedicated to managing our custom business applications from the development phase to launch and beyond. This person will require both technical expertise as well as business perspective and will interface with both developers and non-technical business stakeholders. The Technical Product Manager will extend existing products by building new integrations and/or improving existing integrations and APIs based on client feedback and business requirements. The TPM will translate requirements and feedback into functional specifications for development. This position will also coordinate support resources and provide support for integrations and existing applications.

What To Expect

• Collaborate with Product Managers, Developers, and Support teams to define technical requirements, oversee the software development lifecycle, and coordinate application delivery.
• Start projects independently, proactively contributing ideas and solutions beyond defined roles.
• Work closely with developers and support teams to deliver stable, scalable, and reliable product releases that meet business objectives.
• Act as a technical liaison between engineering and product leadership, translating high-level product goals into structured, actionable tasks.
• Lead story writing, guiding developers, and performing testing tasks to ensure product quality and functionality.
• Conduct daily scrums, run sprint demos, and lead PI planning sessions, ensuring a seamless workflow and effective resource allocation.
• Author user stories and acceptance criteria with a focus on technical accuracy and completeness, enabling developers to execute efficiently.
• Gain a comprehensive understanding of tech resources and perform configuration as needed to support development and integration efforts.
• Troubleshoot integration and data flow issues across products and coordinate support resources to ensure consistent functionality.
• Take an active role in QA by testing release candidates to ensure product stability and successful launch.
• Coordinate support resources and provide application support to end users.

What You Need

• Bachelor�s degree in engineering, business or related field preferred
• 3+ years of experience as an IT Professional
• Deep knowledge of product lifecycle and Agile team management
• Financial services industry experience preferred
• Excellent communicator with the ability to distill business requirements from multiple stakeholders into a single feature set
• Passionate about increasing user engagement across multiple integrated platforms

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.