Wealth Management Operations Remote Jobs in Charleston, SC

The Senior Director of Outbound Product Management will design and execute the global commercialization, market strategy, and external positioning for our comprehensive SaaS product portfolio. Reporting directly to the Vice President of Product Strategy and Operations, this operational leader will bridge the gap between product innovation and market execution, ensuring our solutions align with market demand. You will lead, scale, and empower a globally distributed team of outbound professionals, orchestrating cross-functional initiatives across product, sales, marketing, and customer success to maximize market adoption and strategic organizational growth.

What You'll Do

• Lead global commercialization efforts to transform advanced SaaS product concepts into profitable market offerings

• Drive comprehensive go-to-market strategies by creating powerful narratives and value propositions for Enterprise AI and cloud solutions

• Evaluate customer preferences and competitor strategies using data-driven insights to ground market plans

• Influence corporate strategic planning, prioritization, and long-term product investments by anticipating industry shifts

• Guide strategic conversations with Fortune 500 C-suite customers to maintain deep relationships with key industry stakeholders

• Equip sales and pre-sales teams with product collateral, C-level presentations, and competitive intelligence to accelerate revenue

• Translate field feedback and customer requirements into actionable, prioritized input for engineering and inbound product teams

• Align product, data science, marketing, and professional services to ensure seamless cross-functional execution

• Manage a high-performing group of outbound professionals, overseeing hiring, performance, and succession planning

• Cultivate an inclusive, healthy, and globally aligned team culture in partnership with operational leadership

• Tackle complex and ambiguous business challenges that impact long-term corporate strategy

• Design scalable operational strategies and mitigation frameworks across multiple business units

What You'll Need

Minimum Qualifications

• 12+ years of progressive experience with a bachelor's degree in outbound product management or strategy within the B2B enterprise SaaS industry or 10+ years with advanced degree

• 5+ years of experience managing a team of product managers in a related field (e.g., B2B, enterprise, SaaS), with a strong focus on outbound product management, go-to-market strategy, and sales enablement

• Bachelor's degree in Business, Computer Science, or a related field

• Proven ability to design, launch, and scale complex commercial programs and value propositions for enterprise-grade SaaS platforms.

• Demonstrated experience presenting technical and business roadmaps to C-suite stakeholders and industry analysts

• Strong operational understanding of SaaS financial metrics (e.g., ARR, LTV, CAC, Churn) and market dynamics to drive revenue growth

• Ability to strategically leverage AI tools to accelerate outbound initiatives and automate content workflows

• Exceptional executive communication and presentation skills

Preferred Qualifications

• Master's degree or PhD in Business, Computer Science, or a related field

• 8+ years of direct people management experience across various experience levels

• Deep technical knowledge in generative AI, private or public clouds, or large-scale SaaS platform architectures

• Experience building commercial models, scaling complex programs, and managing strategic partnerships

Travel Requirement & Working Conditions

• Up to 20-25% travel required to meet with global teams, partners, and customers

• Reliable internet connection required for remote or hybrid work environments

How You'll Be Rewarded

A discretionary bonus typically paid annually

Restricted Stock Units granted at time of hire

401(k) match and comprehensive employee benefits package

The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors.

Why Join Workiva

Workiva is the platform designed to bring confidence, control, and a competitive edge to the world's most complex organizations. Our AI-powered platform unifies finance, risk, and sustainability on a single, secure foundation-ensuring data is trusted, traceable, and ready to act on. With an unbroken path from source to output, leaders gain confidence in their numbers, visibility into current and emerging risks, and the ability to move with speed and precision in a constantly changing world.

At Workiva, you'll bring technology to market that executives, boards, and regulators depend on. The work you do here helps organizations navigate uncertainty, maintain trust, and make decisions that stand up to scrutiny. If you're energized by meaningful challenges, inspired by collaborative teams, and motivated to help organizations turn uncertainty into advantage, we'd love to meet you.

Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other protected characteristic.

Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email talentacquisition@workiva.com.

Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards.

Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment.