About this role
About the Role We are seeking a Product Management leader with strong Wealth Management domain expertise who can operate at the intersection of business, product, technology, data, and AI. This role will help shape and deliver modern advisor and client platform experiences across onboarding, servicing, reporting, integrations, workflows, and AI-enabled capabilities. What You'll Do
- 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.