VP, Prod Mgt (Digital Enablement)
Core
Lead the Wealth Product Management Center of Excellence to define and execute digital strategy, product roadmaps, and strategic investments for next-generation wealth platforms, focusing on advisor, investor, and trading solutions.
Role type
VP, Product Management (Digital Enablement)
Builds
Next-generation wealth workstation and digital engagement solutions for advisors and investors
Domain
Wealth Management / Financial Services
Deliverable
product features
Required skills
Wealth management industry leadership, digital product strategy, business case creation, pricing model design, market and competitive analysis, UI/UX design, data and system integration, M&A and partnership strategy, financial acumen
Preferred skills
Knowledge of securities processing, experience with digital advisor widgets and self-serve capabilities
Technologies
Digital engagement platforms, wealth workstations, data analytics tools
Responsibilities
Create and execute the digital engagement wealth strategic product roadmap; drive business case approvals for strategic investments; analyze market trends and competitor offerings; collaborate with finance, technology, and sales partners to launch and evolve the wealth platform; provide thought leadership and documentation for the wealth industry; manage revenue and expense targets for the product set.
Seniority
VP, strategic leadership & mentorship