Capability Lead - Client 360
Core
Lead strategy and delivery of Client360 & Aggregation, a cross-platform capability creating consistent client representations across Wealth Management systems and enabling external account connectivity.
Role type
Sr. Manager, Product Management (Enterprise Platform)
Builds
Scalable platform services for client data aggregation, reporting, and proactive client advice
Domain
Wealth Management / Financial Services / Enterprise Data Platforms
Deliverable
production ML models | product features | dashboards & analysis
Required skills
Product strategy & roadmap planning, cross-functional leadership, enterprise data product design, backlog management, stakeholder alignment, agile delivery, data model definition, regulatory compliance understanding, mentorship, tooling/scaling practices
Preferred skills
Wealth Management domain expertise, multi-platform alignment, foundational platform extension to analytics
Technologies
None explicitly stated
Responsibilities
Own product vision and roadmap for Client360 & Aggregation; Shape multi-phase roadmaps for scalable platform services; Translate enterprise objectives into prioritized initiatives; Lead end-to-end product execution; Define requirements for client structures and data models; Maintain outcome-aligned backlog; Manage cross-team dependencies; Partner with business, design, data, and engineering teams; Drive alignment to reduce duplication; Communicate product direction to senior leaders; Represent business lens in product decisions; Contribute to data-driven business cases; Apply understanding of enterprise data products and cross-system dependencies; Consider regulatory and operational constraints; Mentor Product Managers; Create tools and practices to improve product discovery and delivery
Seniority
Senior, hands-on IC with mentorship responsibilities