Group Product Manager | Private Banking - Wealth Management
Core
Lead end-to-end development of digital products and journeys for Private Banking/Wealth Management, serving internal users (investors, bankers, operations) to optimize investment flows, onboarding, and trading.
Role type
Group Product Manager (Private Banking/Wealth Management)
Builds
Portfolio simulation tools, digital onboarding journeys, and trading/negotiation workflows for internal wealth management teams.
Domain
Financial Services / Wealth Management / Private Banking
Deliverable
product features
Required skills
Product management, digital product strategy, investment journey design, stakeholder management, data analytics, UX design, regulatory compliance knowledge, cross-functional leadership
Preferred skills
Private banking/wealth management experience, familiarity with risk management systems (Aladdin, Addepar), knowledge of KYC/AML processes, experience with OMS/EMS platforms
Technologies
Aladdin, Addepar, OMS, EMS
Responsibilities
Define product vision and roadmap, build portfolio simulation tools, optimize digital onboarding and account opening flows, enhance trading and negotiation experiences, collaborate with design and engineering, monitor product performance via data, ensure regulatory adherence across processes
Seniority
Senior, hands-on IC
