Senior Associate Product Manager - Private Bank
Core
Product Manager for Private Bank lead and prospect management capabilities, focusing on digital tools, AI-enabled features, and workflow efficiency for advisors and bankers.
Role type
Senior Associate Product Manager (Financial Services)
Builds
Digital tools for prospect visibility, workflow efficiency, conversion results, and AI-enabled capabilities like lead scoring and next-best-action recommendations.
Domain
Private Banking / Wealth Management / Financial Services
Deliverable
product features
Required skills
Product strategy, requirements translation, backlog prioritization, data analysis, stakeholder management, user research, journey mapping, KPI definition, change management, Agile methodology
Preferred skills
CRM platforms, sales tools, prospect management systems, AI-enabled business tools, Private Bank advisor experience, high-net-worth client segment experience, lead assignment models, pipeline reporting, digital adoption, change management, field enablement
Technologies
AI, CRM, Analytics, Data Science
Responsibilities
Support product strategy and roadmap for lead/prospect management; translate advisor needs into product requirements and user stories; partner with design, technology, analytics, and AI teams to deliver digital tools; manage product backlog prioritization; drive execution across discovery to optimization; define and improve the end-to-end prospect journey; identify opportunities to improve advisor pipeline management; partner with analytics to build dashboards; explore and define responsible AI use cases for advisors; gather advisor feedback on AI tools; monitor adoption and effectiveness of AI features; serve as the voice of the advisor; conduct user interviews and workflow reviews; support training and adoption efforts; define KPIs for lead management and prospect growth; monitor product performance and recommend enhancements.
Seniority
Senior Associate, hands-on IC
