Suggestions
Jason Borgmann
Digital Solutions
Professional Background
Jason Borgmann is a seasoned product management leader with over 20 years of exceptional achievement in the financial services sector. With a dedication to fostering innovation, Jason has successfully navigated the complexities of this highly competitive industry. His career reflects a passion for elevating the independent financial advisor model through groundbreaking ideas and thoughtful implementation of new products. This commitment not only allows advisors to build and manage their businesses proficiently but also delivers unparalleled value to their clients.
Throughout his illustrious career, Jason has demonstrated a remarkable ability to steer products and services from initial conception to market acceptance. His unique blend of business experience, technological foresight, and interpersonal skills has enabled him to achieve outstanding results. Recognized for his business acumen and leadership qualities, he has effectively managed both new initiatives and turnaround projects, marking his versatility and strategic thinking.
One of Jason's most notable strengths is his drive to inspire and lead teams toward defining, delivering, and launching products that not only meet but exceed customer expectations. His holistic approach to product management emphasizes revenue growth and customer satisfaction. Furthermore, Jason is adept at recruiting, developing, and retaining high-performing talent, ensuring that his teams are equipped to succeed in every endeavor.
In addition to his hands-on experience, Jason possesses a keen awareness of the competitive landscape and best practices within the industry. His expertise and insights are often sought after; he frequently shares his knowledge as a speaker at both industry conferences and corporate events. During these engagements, he delves into current industry trends and articulates a strategic vision that influences the direction of product management and development within financial services.
Education and Achievements
Jason holds a solid educational background in the arts and psychology, having studied at Arizona State University. This educational foundation is reflected in his exceptional communication and team management skills, allowing him to connect with diverse audiences and cultivate collaborative environments. Jason's journey began in the world of finance and technology, where he gained valuable experience from various prestigious organizations, ultimately honing his product management abilities.
Professional Roles and Contributions
- Director, Digital Solutions at Cetera Financial Group: In this capacity, he oversees innovative projects that integrate digital solutions into financial services, enhancing the client advisor experience.
- Vice President, Product Management at Cetera Financial Group: Here, Jason played a pivotal role in shaping product strategies that drive market success and address client needs effectively.
- Head of Investment Platforms at Cetera Financial Group: In this position, he was instrumental in developing and managing investment platforms that empower advisors and investors alike.
- Vice President Product Management - Advisor Facing Technology at LPL Financial: Jason was deeply involved in creating technologies that cater specifically to advisors, optimizing their ability to serve clients.
- Vice President Project Management at LPL Financial: His expertise in project management helped streamline operations and improve service delivery within the organization.
- Executive Producer at Clear Channel Radio: Here, Jason's creative skills shone, demonstrating his versatility beyond financial services.
- OSJ at AIG Financial Advisors: Jason expanded his experience in financial advisory operations during his tenure in multiple roles at AIG Financial Advisors, including Trading and Technology Development and Registered Representative positions.
- Radio Disc Jockey at KVNA: Jason's early career in broadcasting showcases his creative spirit and ability to engage audiences, a skill he has leveraged throughout his career in financial services.
Achievements
- Innovative Product Development: Jason has been at the forefront of several successful product rollouts in the financial services industry, consistently focusing on market needs and trends. This ability to innovate has made significant contributions to the success of various organizations.
- Leadership in Team Building: His talent for nurturing top-performing teams has resulted in high employee retention rates and a culture of excellence within his organizations. Jason’s commitment to staff development ensures that teams are not only capable but also motivated to exceed their goals.
- Strategic Thought Leadership: By being a frequent speaker at industry events, Jason has established himself as a thought leader in product management and strategic planning within the financial sector, influencing peers and inspiring future innovations.
- Commitment to Client Value: Jason’s unwavering focus on delivering exceptional value to clients is a hallmark of his approach to product management. This dedication has made him a trusted partner among financial advisors seeking to enhance their services and client relationships.
In summary, Jason Borgmann's extensive experience, unwavering passion for innovation, and exceptional leadership skills make him a prominent figure in the financial services industry. His proven track record of enhancing the independent financial advisor model through strategic product development and implementation underscores his commitment to not only advancing his organization but also enriching the entire financial advisory ecosystem.
