Dir, Product Wealth Management
Core
Leads the Wealth Management product group within Digital Advisor Experience (DAX), responsible for core wealth platforms, services, and data foundations powering advisor and client experiences.
Role type
Senior Product Director (Wealth Management)
Builds
Investment and portfolio management capabilities, governed product access, broker dealer and trust enablement, and enterprise wealth data.
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features
Required skills
Strategic vision and roadmap planning, cross-portfolio team management, iterative software development, Agile product management, market and user research, technology management, process design, financial management, executive communication, stakeholder influence.
Preferred skills
Supervisory experience, business case development, enterprise-level strategy, conflict resolution, product lifecycle management, UI/UX design principles, large organizational initiative leadership, budget administration.
Technologies
MS Office Suite (Excel, PowerPoint), Agile tools
Responsibilities
Set strategy, vision, and go-to-market plans; manage team planning, prioritization, and sequencing; foster collaboration across product teams; define product outcomes aligned with business strategy; measure product performance and value delivery; recruit and develop high-performing teams.
Seniority
Senior, hands-on IC with leadership scope