Senior Director, Regis Product Manager
Core
Lead the strategy and evolution of the Regis platform, an integrated offering for ultra-high-net-worth (UHNW) clients and family offices, translating complex business needs into product direction and scalable workflows.
Role type
Senior Director, Regis Product Manager
Builds
A multi-system platform ecosystem supporting people, process, and technology for UHNW clients
Domain
Wealth management / Financial services / Family office technology
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Product strategy and roadmap management, Cross-functional leadership without direct authority, Workflow design and process transformation, Stakeholder management and influence, Product discovery and requirements definition, Platform ecosystem integration
Preferred skills
Experience in wealth management or financial services, Knowledge of CRM and portfolio management tools, Background in operating model design, Awareness of wealth management technology trends
Technologies
CRM systems, portfolio management tools, client reporting platforms
Responsibilities
Define and own the product vision and multi-year roadmap for the Regis platform, Translate business strategy and client needs into cohesive product direction, Engage directly with stakeholders to identify friction points and design scalable workflows, Partner with engineering teams to design scalable and maintainable solutions, Manage prioritized product roadmap balancing business impact and technical constraints, Serve as central point of alignment across Product, Technology, Operations, and Compliance
Seniority
Senior Director, strategic leadership with hands-on execution