AVP, Product Management - Business Management
Core
Define and execute the strategy and roadmap for Business Management Reporting (BMR) to transform it into a unified, AI-enabled platform providing 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 advisors and institutions.
Domain
Wealth Management / Financial Services / Business Intelligence
Deliverable
product features
Required skills
Product strategy definition, Roadmap prioritization, Cross-functional leadership, Data-driven decision making, Executive communication, AI product fluency, Stakeholder alignment
Preferred skills
Tableau, Semantic-layer architecture, Enterprise reporting modernization, Business case development, Multi-quarter roadmap management
Technologies
Tableau, AI, Generative technologies, Data pipelines, Semantic modeling
Responsibilities
Define product vision and roadmap for BMR; Partner with data engineering and AI teams to integrate intelligent automation; Develop business cases and investment rationales; Drive alignment across Product, Data, UX, and Business teams; Present strategies to senior leadership; Monitor product adoption and business outcomes.
Seniority
Senior, hands-on IC
