Associate Director Product Management (Wealth Management)
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.
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