Description

Responsibilities:

• Own product vision, roadmap, and execution for Wealth Management platforms and advisor/client experiences.

• Act as a Wealth Management SME with strong understanding of advisor workflows, households/accounts, UMA/SMAs, reporting, custodians, alternatives, and operational processes.

• Translate business needs into PRDs, user stories, workflows, journey maps, and clear product specifications.

• Partner closely with engineering and architecture teams on APIs, integrations, data models, workflow orchestration, and platform modernization initiatives.

• Drive AI adoption within the product and delivery lifecycle, leveraging tools such as Claude, VS Code, Copilot, or similar AI-enabled platforms.

• Leverage modern AI-assisted frameworks (e.g., BMAD, SpecKit, or similar approaches) to accelerate documentation, workflows, product delivery, and team productivity.

• Use data analysis and user insights to improve experiences, simplify workflows, and support product prioritization decisions.

• Adapt product and AI strategies to different client ecosystems and help teams continuously evolve with emerging AI capabilities.

• Communicate effectively with business and technology stakeholders, proactively managing risks, dependencies, and trade-offs.

Required Qualifications

• 8+ years of experience in Wealth Management, Financial Services, or related Product Management roles.

• Strong experience with advisor platforms, client portals, custodians, onboarding, servicing, and wealth reporting ecosystems.

• Proven experience delivering complex enterprise platforms in Agile / Scrum environments.

• Strong understanding of APIs, data platforms, integrations, and cloud concepts (AWS preferred).

• Practical experience using GenAI / AI-enabled workflows within product, delivery, or operational teams.

• Ability to operate across strategy, product, technology, data, and execution.

• Strong communication skills, structured thinking, and executive presence.

Nice to Have

• Experience with Outsourced Advisory Solutions (OAS), TAMPs, or platform-based wealth models.

• Exposure to AI agents, workflow automation, or AI-first delivery models.

• Consulting or large-scale transformation experience.

• Familiarity with modern WealthTech ecosystems and enterprise platform modernization initiatives

Key Skills

Education

Bachelor's degree