Cohen & Company
What You'll Do The Advisory Product Manager is a member of the Technology & Operations Services team and plays a key role in building, implementing, and integrating technology solutions that support Cohen & Co’s Advisory practice. This role partners closely with Advisory leadership, Technology & Operations Services, and cross-functional teams across the Firm to ensure technology tools are effectivelyleveragedto improve delivery, efficiency, quality, and scalability.
Working within an agile framework, the Advisory Product Manager owns the full product lifecycle for Advisory technology solutionswhether built or bought— from needs analysis and roadmap development through implementation, adoption, and optimization. This role also serves as a strategic advisor to senior leaders and Partners, helping align technology capabilities with Firm and practice priorities.
Product Ownership & Strategy
Serve as the business product owner for technology solutions supporting the Advisory practice.
Own and maximize the return on investment (ROI) for Advisory technology tools.
Define andmaintainproduct vision and roadmap based on practice needs, market trends, and technology opportunities.
Collaborate with business stakeholders, Service Line Business Analysts, development teams, and third-party vendors to prioritize requirements and drive delivery.
Write, refine, and prioritize user stories and acceptance criteria; support testing and issue resolution throughout the agile delivery process.
Develop training materials, implementation plans, and ongoing support resources.
Technology Portfolio Oversight Oversee Advisory technology solutions, including:
Advisory functionality withinCohenWorks(cross-service line workflow platform)
Standard delivery tools used across Advisory groups (e.g., QuickBooks, Sage for Office of the CFO services)
Monitor tool usage and adoption toidentifyimprovement opportunities and ensure value realization.
Business Implementation & Adoption Lead implementation and adoption efforts for Advisory technology solutions.
Create andfacilitatetraining, communications, andchange-managementactivities.
Maintain a strong network within the Advisory practice to understand evolving needs andvalidatesolutions.
Act as the voice of the Advisory practice in cross-firm technology discussions (e.g., Salesforce, Workday enhancements).
Serve as the voice of Technology & Operations Services within Advisory to ensure alignment with Firm-wide technology strategies.
Pursuit & Engagement Support Provide advanced (“Level 3”) support for business usage questions.
Advise pursuit and engagement teams on effective use of technology to meet clientobjectives.
Participate in client pursuits and presentations related to Advisory technology solutions, as needed.
Financial & Team Responsibilities Own Advisory-related components of the technology plan, including budgeting, forecasting, and variance analysis.
Activelyparticipatein Technology & OperationsServicesscrum ceremonies, team initiatives, and knowledge sharing.
Participate in Advisory team activities and contribute to continuous improvement of processes and workflows.
Stay current on Advisory regulatory requirements, technologies, and delivery processes.
Who You Are
Required Qualifications Bachelor’s degree in Accounting, Management Information Systems, Computer Science, orrelatedfield.
5+ years of experience as an Advisory practitioner (Accounting Advisory Services or Management Consulting preferred).
3+ years of experience as a Product Owner or in a similar role owning business requirements and priorities on technology initiatives.
Strong experience documenting and analyzing processes, procedures, and policies.
Proven ability to collaborate effectively across teams and service lines.
Authorization to work in the U.S. without visa sponsorship now or in the future.
Preferred Qualifications Experience working in an agile or Scrum environment.
Jira experience strongly preferred.
Product Owner or related certificationsa plus.
Core Competencies Strong business judgment and decision-making skills
Analytical, detail-oriented, and solutions-focused
Self-directed learner with the ability to quickly adopt new tools and technologies
Strong ownership mindset with the ability to drive initiatives from start to finish
Excellent written and verbal communication skills, including:
Communicating progress and risks within agile teams
Explaining tradeoffs and solution options to stakeholders
Training users at varying levels of technicalproficiency
Location Preferred:Cleveland, OH; Akron, OH; Baltimore, MD; or Chicago, IL
Open to Youngstown, OH; Detroit or St. Clair Shores, MI; Milwaukee, WI; Denver, CO; New York or Buffalo, NY; Pittsburgh orPhiladelphia, PA
Who We Are #LifeatCohen Sure, we like numbers. (Butwe’llnevertreat you like one.) At Cohen & Co ourfoundational principlesoffer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, ourclientsand our people.In particular, wehonor our foundational principle of “great people first” by: Championing the importance ofdiversity, equity and inclusionby embracing the unique stories, backgrounds,perspectivesand ideas that come from our people; and
Offering a comprehensive and competitiveTotal Rewards package, which allows each employee to use the benefits that bestsuitstheir needs.Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!
Learn More About Us! Discover our Passion, Purpose & Expertise
Learn more aboutour Firm's culture
Experienced Hire Opportunities
Estimated Salary Range: $150,000-165,000* *Salaries offered to candidates aredeterminedbased on factors such ascandidate'srelevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, wedon'tstop atsetting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may notsubmitunsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team;see policy here. #LI-PROMO #LI-Hybrid
#J-18808-Ljbffr
Own and maximize the return on investment (ROI) for Advisory technology tools.
Define andmaintainproduct vision and roadmap based on practice needs, market trends, and technology opportunities.
Collaborate with business stakeholders, Service Line Business Analysts, development teams, and third-party vendors to prioritize requirements and drive delivery.
Write, refine, and prioritize user stories and acceptance criteria; support testing and issue resolution throughout the agile delivery process.
Develop training materials, implementation plans, and ongoing support resources.
Technology Portfolio Oversight Oversee Advisory technology solutions, including:
Advisory functionality withinCohenWorks(cross-service line workflow platform)
Standard delivery tools used across Advisory groups (e.g., QuickBooks, Sage for Office of the CFO services)
Monitor tool usage and adoption toidentifyimprovement opportunities and ensure value realization.
Business Implementation & Adoption Lead implementation and adoption efforts for Advisory technology solutions.
Create andfacilitatetraining, communications, andchange-managementactivities.
Maintain a strong network within the Advisory practice to understand evolving needs andvalidatesolutions.
Act as the voice of the Advisory practice in cross-firm technology discussions (e.g., Salesforce, Workday enhancements).
Serve as the voice of Technology & Operations Services within Advisory to ensure alignment with Firm-wide technology strategies.
Pursuit & Engagement Support Provide advanced (“Level 3”) support for business usage questions.
Advise pursuit and engagement teams on effective use of technology to meet clientobjectives.
Participate in client pursuits and presentations related to Advisory technology solutions, as needed.
Financial & Team Responsibilities Own Advisory-related components of the technology plan, including budgeting, forecasting, and variance analysis.
Activelyparticipatein Technology & OperationsServicesscrum ceremonies, team initiatives, and knowledge sharing.
Participate in Advisory team activities and contribute to continuous improvement of processes and workflows.
Stay current on Advisory regulatory requirements, technologies, and delivery processes.
Who You Are
Required Qualifications Bachelor’s degree in Accounting, Management Information Systems, Computer Science, orrelatedfield.
5+ years of experience as an Advisory practitioner (Accounting Advisory Services or Management Consulting preferred).
3+ years of experience as a Product Owner or in a similar role owning business requirements and priorities on technology initiatives.
Strong experience documenting and analyzing processes, procedures, and policies.
Proven ability to collaborate effectively across teams and service lines.
Authorization to work in the U.S. without visa sponsorship now or in the future.
Preferred Qualifications Experience working in an agile or Scrum environment.
Jira experience strongly preferred.
Product Owner or related certificationsa plus.
Core Competencies Strong business judgment and decision-making skills
Analytical, detail-oriented, and solutions-focused
Self-directed learner with the ability to quickly adopt new tools and technologies
Strong ownership mindset with the ability to drive initiatives from start to finish
Excellent written and verbal communication skills, including:
Communicating progress and risks within agile teams
Explaining tradeoffs and solution options to stakeholders
Training users at varying levels of technicalproficiency
Location Preferred:Cleveland, OH; Akron, OH; Baltimore, MD; or Chicago, IL
Open to Youngstown, OH; Detroit or St. Clair Shores, MI; Milwaukee, WI; Denver, CO; New York or Buffalo, NY; Pittsburgh orPhiladelphia, PA
Who We Are #LifeatCohen Sure, we like numbers. (Butwe’llnevertreat you like one.) At Cohen & Co ourfoundational principlesoffer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, ourclientsand our people.In particular, wehonor our foundational principle of “great people first” by: Championing the importance ofdiversity, equity and inclusionby embracing the unique stories, backgrounds,perspectivesand ideas that come from our people; and
Offering a comprehensive and competitiveTotal Rewards package, which allows each employee to use the benefits that bestsuitstheir needs.Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!
Learn More About Us! Discover our Passion, Purpose & Expertise
Learn more aboutour Firm's culture
Experienced Hire Opportunities
Estimated Salary Range: $150,000-165,000* *Salaries offered to candidates aredeterminedbased on factors such ascandidate'srelevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, wedon'tstop atsetting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may notsubmitunsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team;see policy here. #LI-PROMO #LI-Hybrid
#J-18808-Ljbffr