Product Manager, Digital Solutions & AI (Wealth Management)

Job description

Revolutionize Wealth Management with AI

We’re building modern, world-class AI products that help our Wealth Management advisors serve clients better. You will be responsible for executing our AI strategy and ideating in the rapidly evolving environment of enterprise AI. This is inclusive of chatbots as well as agentic solutions all with the goal of “codifying investment advice” for our advisors and saving them time. You’ll own outcomes end to end, lead people, and partner closely with Design, Engineering, Data Science, and Product Marketing to ship experiences advisors love.

Own an AI product portfolio end to end

• define strategy, shape roadmaps, and deliver advisor facing capabilities (e.g., productivity tools, advisor workflows, insights & analytics, chat/assistive tools).

Define products & features

• Develop and maintain technical requirements, user stories, and design documents for product features.

Design delightful experiences

• partner with UX to drive elegant, usable flows; insist on research and measurable UX outcomes

Ship with quality and compliance

• collaborate with Engineering, Data Science, Risk, Legal, and Compliance to meet regulatory and supervisory expectations in wealth management.

Lead and develop people

• hire, coach, and performance manage PMs/POs (and/or cross functional squads); raise the bar on product craft.

Tell the story

• translate complex concepts into crisp narratives for senior stakeholders; influence prioritization with data (adoption, CSAT, etc).

Continuously improve

• instrument, test, learn; run experiments and iterate to drive advisor productivity and client outcomes.

Analyze trends

• Analyze user behavior, market trends, and competitor activity to inform product decisions.

Scale operating rigor

• own backlogs, OKRs, metrics, release readiness, and business change (training, comms, enablement).