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Joseph Mortiere
Joseph Mortiere
Group Product Manager

Group Product Manager · OneDigital

0 to 1.
Then 1 to national scale.

Product leadership that spans concept to enterprise scale — from hands-on development through the operating model that sustains it.

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Joseph Mortiere
Joseph Mortiere, MBA
Group Product Manager · Dexter, MI
Product Strategy Generative AI 0-to-1 Product AI Agents Cross-Functional Leadership Enterprise AI Operating Model Design
0+
Enterprise Clients
$0M+
Reclaimed Advisor Capacity
0+
Years in Product
$0M+
Enterprise Program Impact
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Career

Professional Experience

A decade building products at the intersection of technology and business — from Ford's connected vehicle platform to AI-powered advisor ecosystems.

Group Product Manager
OneDigital · Remote
August 2026 – Present
  • Led formation of a new AI product delivery operating model across the client-facing advisory practice lines, in partnership with product leadership — aligning product ownership by practice and standing up dedicated AI build teams mapped to platforms.
  • Direct 3 embedded product managers and a team of AI developers across practice lines, owning prioritization against competing practice needs.
  • Helped establish a solution-evaluation practice now used by every practice-line PM — a shared framework for determining whether a need is best served by an agent, a coworker app, or a platform feature, bringing consistency to how AI investment decisions get made.
  • Make build-vs-partner calls on AI capabilities, piloting with real advisor groups before scaling and selecting proven third-party providers where they beat an in-house build on speed and risk.
  • Instituted product review cadences and KPI reporting across practice lines — efficiency, time saved, adoption — creating the operating rhythm to prioritize roadmaps, PRDs, and enhancements against competing practice needs and reinvest reclaimed capacity into growth.
  • Prototype directly with Claude, Claude Code, and Replit to pressure-test concepts before committing production investment — keeping strategy grounded in what the technology can actually do.
Senior Product Manager — Financial Services
OneDigital · Remote
June 2024 – August 2026
  • Shipped an AI financial-planning coworker across the Wealth organization that saves advisors 30–45 minutes per client meeting — roughly 8–10 hours per advisor each week — reclaiming an estimated $18M+ in annual advisor capacity across 225 advisors, validated through advisor surveys and productivity metrics.
  • Redirected that reclaimed capacity into growth — leading an AI growth-intelligence capability that surfaces expansion opportunities from external market signals (money in motion, IPOs, M&A) and household relationship mapping, within and beyond advisors' existing books of business.
  • Owned MyOneDigital, the firm's AI-enabled Salesforce Experience Cloud platform serving 2,000+ enterprise clients, and led the Wealth practice's AI product roadmap.
  • Architected AI products on top of unstructured enterprise data — designing integration across Snowflake, Salesforce, Microsoft Dynamics 365, and financial-planning systems via API endpoints and MCP servers, and partnering with engineering to build production agents (Cassidy AI) that meet SSO, security, and scale requirements.
  • Scaled AI adoption across the business — enabling a cohort of 40 business-user builders and turning their high-value homegrown products into supported, enterprise-ready platform capabilities.
Senior Sales Enablement PM
Huntington National Bank · Remote
June 2022 – June 2024
  • Spearheaded enterprise sales enablement and digital transformation — CRM optimization, workflow modernization, and lead-generation strategy — for a 3,000+ user commercial banking organization.
  • Delivered $2M+ in operational cost savings through platform consolidation, workflow optimization, and measurable gains in sales productivity.
  • Transformed a consultant-built lead-generation platform into a scalable internal Salesforce product, improving pipeline visibility and execution across the sales organization.
  • Redesigned commercial banking workflows in partnership with sales leadership and operations, driving measurable improvements in usability, pipeline visibility, and deal execution.
Digital Sales Product Manager
Thomson Reuters · Ann Arbor, MI
November 2019 – June 2022
  • Led digital commerce strategy for Tax & Accounting — launched self-serve try-and-buy experiences and pricing experiments generating $500K+ in online transactions.
  • Drove conversion optimization through rapid experimentation and analytics, partnering across product, sales, marketing, and CRM to modernize the end-to-end customer acquisition journey.
Advanced Engineering Product Manager
Ford Motor Company · Dearborn, MI
January 2018 – November 2019
  • Led development of connected-vehicle and fleet-management capabilities within Ford Commercial Solutions, delivering 10+ enterprise APIs supporting telematics, remote vehicle functionality, diagnostics, and fleet operations.
  • Commercialized connected-vehicle technologies across 10,000+ vehicles, enabling integrations across Ford's commercial fleet ecosystem.
Supply Chain Systems Product Manager
Ford Motor Company · Dearborn, MI
January 2017 – January 2018
  • Led supply-chain modernization workstreams within a global program that delivered ~$150M in cost savings — owning vehicle tracking, logistics visibility, and operational-efficiency initiatives across multiple teams.
  • Managed agile delivery, stakeholder coordination, and enterprise modernization across a complex, multi-team program environment.
SAP Warehouse Management Business Analyst
Ford Motor Company · Dearborn, MI
March 2015 – December 2016
  • Supported enterprise SAP Warehouse Management implementations across Ford's North American parts-distribution network, focused on operational modernization and business-process optimization.
  • Drove testing automation and enterprise system deployment, improving operational accuracy and accelerating go-live timelines across distribution facilities.
In Practice

AI, Applied

Concrete AI products I've built and shipped — the outcomes behind the skills.

🧑‍💼
Shipped
AI Financial-Planning Coworker

Shipped an AI coworker across the Wealth organization that preps advisors before every client meeting — reclaiming an estimated $18M+ in annual advisor capacity, validated through advisor surveys and productivity metrics.

$18M+
Reclaimed Capacity
225
Advisors Served
30–45
Min Saved / Meeting
In Development
📈
AI Growth-Intelligence Engine

Leading development of an AI capability to surface expansion opportunities from external market signals — money in motion, IPOs, M&A — and household relationship mapping.

Targeting 2,000+ enterprise clients
Shipped
🔌
Enterprise Agent Integration

Architected production agents (Cassidy AI) integrated across Snowflake, Salesforce, and Microsoft Dynamics 365 via API endpoints and MCP servers, built to meet SSO, security, and scale requirements.

Snowflake · Salesforce · Dynamics 365
Ongoing
⚡
Rapid AI Prototyping

Prototype directly with Claude, Claude Code, and Replit to validate AI product concepts before committing production investment.

Claude · Claude Code · Replit
Shipped
🌱
AI Adoption at Scale

Turned a grassroots cohort of business-user builders' homegrown AI tools into supported, enterprise-ready platform capabilities.

40 business-user builders enabled
Live
💬
This Site Is the Proof

This interactive resume is itself a shipped AI product — a live Claude-powered agent built from my actual career history, not a mockup.

Built & deployed with Claude
Education
MBA
Wayne State University
Information Systems & Supply Chain
BBA
Univ. of Michigan-Dearborn
Information Technology Management
Certification
Cornell University
Digital Transformation
Beyond the Day Job

Outside the Office

Building, teaching, and giving back — a few things I'm proud of outside my core role.

Tailgate Connect
Executive Board Member & Co-Founder
Tailgate Connect, LLC
Current

Co-founded Tailgate Connect, a digital marketplace connecting fans with premium tailgate experiences at sports and live events. Personally built the first version of the platform in Claude on an AI-first technology stack, then trained the operations manager to take over ongoing development — a marketplace now generating $300K in annual revenue. Guide product strategy, platform growth, and digital operations at the board level.

tailgateconnect.com
Nova Southeastern University
Adjunct Professor — MIS
Nova Southeastern University
Current

Instruct graduate and undergraduate students in Management Information Systems — covering enterprise systems, digital transformation, data-driven decision-making, and AI concepts. Focused on preparing students for modern careers at the intersection of business and technology.

Rocket Mortgage Classic
Co-Chairman, Volunteer Transportation
Rocket Mortgage Classic · PGA TOUR
Annual

Lead volunteer transportation operations for one of the PGA TOUR's premier events in Detroit — coordinating logistics and transportation workflows for tournament volunteers and operational staff throughout tournament week.

Michigan Party Time Rentals
Owner & Founder
Michigan Party Time Rentals
Current

Founded and grew an event rental company from the ground up in southeast Michigan — building it into a competing party rental business in the region. Manages full business operations and is actively expanding across southeast Michigan.

michiganpartytimerentals.com