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Technology Product Lead, Director

New York, NY💼 Full-time💰 $215,000–$215,000🗓 2026-06-18 → 2026-07-31

Core

Designing platforms for relationship managers and financial advisors to enhance productivity and client management.

Role type

Director-level technology product lead

Builds

Platforms for relationship managers and financial advisors

Domain

Financial services / Wealth management

Deliverable

product features

Required skills

Product strategy, platform design, stakeholder management, client management systems, financial services domain knowledge, team leadership, cross-functional collaboration

Preferred skills

Experience with relationship management tools, financial advisor workflows, agile product development

Technologies

(Not specified)

Responsibilities

Design platforms for relationship managers and financial advisors, enhance productivity tools, manage client management systems, lead product strategy, collaborate with cross-functional teams

Seniority

Director, strategic leadership & hands-on product direction

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