AVP, Product Management - Business Management
Core
Define and execute the vision for Business Management Reporting, transforming it into a unified, AI-enabled platform that provides actionable insights for financial advisors and institutions.
Role type
Senior Product Manager (Business Intelligence & AI)
Builds
Centralized dashboards, business management capabilities, and AI-enabled insights for financial professionals.
Domain
Financial Services / Wealth Management / Business Intelligence
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Product strategy, roadmap planning, executive communication, data-driven decision making, cross-functional leadership, AI product fluency, stakeholder alignment
Preferred skills
Tableau, semantic-layer architecture, business intelligence platforms, modernization of enterprise reporting, creating business cases, influencing senior leadership
Technologies
Tableau, semantic-layer architecture, generative technologies, copilots, intelligent automation
Responsibilities
Define product vision and roadmap for Business Management Reporting; partner with data engineering and AI teams to ensure reliable data assets; drive alignment across Product, Data, UX, and Business teams; present strategies and outcomes to senior leadership; monitor product adoption and business outcomes; advocate for AI integration in business management experiences.
Seniority
Senior, hands-on IC with strategic leadership
