Senior Product Manager (Financial Services, CCM)

About the role

Our growing product organization is looking for a Senior Product Manager who thrives at the intersection of platform strategy, cost efficiency, and client experience in regulated industries. We support enterprise clients in financial services and healthcare with complex, compliance-heavy composition and communication workflows. We currently rely on a mix of in-house platforms and vendor solutions to meet these needs, and we are ready to invest in getting this right. You will lead a structured evaluation of our composition landscape, make a clear build vs. buy vs. enhance recommendation, and own the execution of that strategy. This is a high-visibility role with executive sponsorship and real financial impact. You will report directly to the Director of Product Management.

Responsibilities

• Platform Assessment & Rationalization
• Evaluate in-house composition and document generation platforms alongside our current vendor CCM solution
• Map capabilities, technical debt, integration complexity, and total cost of ownership across all systems
• Identify gaps, redundancies, and consolidation opportunities across client segments
• Build vs. Buy vs. Enhance Recommendation
• Develop a financial model comparing continued vendor investment against internal platform development or enhancement
• Define a clear target-state architecture for CCM capability
• Build the business case and deliver a recommendation with executive alignment
• CCM Implementation & Roadmap
• Translate the approved strategy into a phased, prioritized roadmap
• Own delivery milestones working cross-functionally with engineering, architecture, compliance, and client teams
• Define success metrics tied to cost efficiency, scalability, and client experience
• Domain-Led Product Strategy
• Bring strong understanding of the retirement and financial services ecosystem including plan sponsors, recordkeepers, and regulatory requirements
• Ensure solutions support dynamic composition, personalization, and compliance-heavy content workflows
• Stay close to enterprise client needs throughout evaluation and implementation
• Cross-Functional & Stakeholder Leadership
• Partner with enterprise clients to understand composition workflows, compliance requirements, and future state needs
• Work with engineering and architecture to validate feasibility and risk
• Influence senior stakeholders and drive alignment across product, engineering, and business teams
• Required Experience
• 8 to 10+ years in product management, product strategy, or platform leadership
• Proven experience evaluating or rationalizing vendor solutions, with demonstrated cost and efficiency outcomes
• Strong understanding of composition, document generation, CCM, or omnichannel delivery platforms
• Experience in retirement, defined contribution, insurance, or wealth management
• Track record working in highly regulated environments with compliance-heavy content workflows
• Ability to build financial models and present strategic recommendations to senior leadership
• Preferred Experience
• Hands-on experience with CCM or dynamic composition platforms
• Exposure to recordkeeping systems, plan administration, or participant communications
• Experience supporting large enterprise clients through platform transitions
• Familiarity with AI-driven automation in content generation or QA workflows
• Experience advising or influencing product teams without formal management authority
• Key Traits
• A systems thinker who can evaluate a platform landscape at a strategic level and still engage at the capability level
• Financially literate and comfortable owning a cost-efficiency mandate, not just a feature roadmap
• Strong analytical mindset with the ability to assess tradeoffs and make a clear recommendation even under ambiguity
• A confident communicator with executive presence who can drive alignment across teams with competing priorities
• Comfortable working in legacy environments where the path forward requires investigation, not just execution
• What Success Looks Like
• You have built a clear view of our composition platform landscape, delivered a recommendation the organization can act on with confidence, and are leading execution with measura

Benefits

Additional Information

Job Description: About Toppan Merrill Toppan Merrill is a global technology leader committed to simplifying the complexity of regulatory disclosure and communications. Our industry leading technology is backed by what we are best known for: unmatched market expertise and unparalleled customer service. Toppan Merrill is a leading partner for the financial, legal, health and capital markets. At Toppan Merrill, you will find a culture that will encourage, empower and challenge your unique qualities to enable you to reach your full potential. Toppan Merrill leadership is committed to inspire and help you reach that potential. You'll work with dynamic colleagues, experts in their fields, who are eager to share their knowledge with you. Learn more at https://www.toppanmerrill.com/careers/ . About Toppan Merrill

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