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 effectively leveraged to improve delivery, efficiency, quality, and scalability.
Working within an agile framework, the Advisory Product Manager owns the full product lifecycle for Advisory technology solutions whether 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 and maintain product 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 within CohenWorks (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 to identify improvement opportunities and ensure value realization.
Business Implementation & Adoption
Lead implementation and adoption efforts for Advisory technology solutions.
Create and facilitate training, communications, and change-management activities.
Maintain a strong network within the Advisory practice to understand evolving needs and validate solutions.
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 client objectives.
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.
Actively participate in Technology & Operations Services scrum 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.
Required Qualifications
Bachelor’s degree in Accounting, Management Information Systems, Computer Science, or related field.
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 certifications a 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 technical proficiency
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 or Philadelphia, PA
Sure, we like numbers. (But we’ll never treat you like one.)
At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:
Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their 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!
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Estimated Salary Range: $150,000-165,000*
*Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting 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 not submit unsolicited 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.
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