Senior Director of Product, Wealth Management
Core
Lead a dynamic team of product managers to drive the implementation of a modern wealth tech stack, aligning technology initiatives with business goals for client wealth assets and advisor enablement.
Role type
Senior Director of Product (Wealth Management)
Builds
Modern wealth tech stack for client onboarding, financial planning, and investment management
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Wealth business domain expertise, technology strategy translation, long-term roadmap creation, team leadership, business acumen, dependency management, requirements specification, data-driven decision making, prioritization, product definition, alliance building, conflict resolution
Preferred skills
MBA or CFA, modern product discovery and delivery techniques, matrix organization experience
Technologies
Modern wealth tech stack
Responsibilities
Translate business strategy into actionable technology capabilities, develop a 2-5 year technology roadmap, foster an engaging environment for team growth, identify and prioritize technology capabilities, collaborate with engineering and design teams, build and adjust teams to fit needs, resolve cross-departmental conflicts, track progress against key metrics
Seniority
Senior Director, hands-on leadership & strategy