VP Product Management Operations
Job Summary
The Vice President, Product Management - Operations Strategy will define and lead the next generation of operational strategy for wealth management capabilities. This senior leader is responsible for shaping the product vision, roadmap, and investment priorities while integrating AI and emerging technologies. The role involves cross-functional collaboration to enhance the wealth platform and ensure market leadership.
Responsibilities
- Define product vision and operational strategy
- Drive AI-enabled wealth platform roadmap
- Manage strategic investments and business cases
- Collaborate across global cross-functional teams
Required Skills
- 10+ years Wealth Management experience
- Product Management & Strategy expertise
- Financial modeling and ROI analysis
- Deep knowledge of Wealth Tech & AI
Job Details
### Key Responsibilities
- Lead the strategy, vision, and roadmap for wealth operations products and capabilities, including AI-enabled operational solutions.
- Create, execute, and continuously evolve the operational product roadmap to support market adoption of an integrated wealth platform.
- Analyze the wealth marketplace, including client needs, industry innovation, technology trends, and competitors, to ensure product competitiveness.
- Gather and synthesize voice-of-client and voice-of-prospect insights to shape product direction and investment priorities.
- Identify and prioritize strategic investments that strengthen market leadership in operational processes, innovation, and AI.
- Develop and drive business case approvals, including financial modeling, pricing strategy, ROI analysis, and growth opportunities.
- Partner with finance, sales, marketing, engineering, technology, and QA teams to ensure profitable product development.
- Expand and strengthen the integration partner network to broaden wealth capabilities and increase revenue.
- Ensure products deliver superior client experiences, including intuitive digital UI/UX, while helping clients manage data risk.
- Drive regular reporting and transparency around product strategy, roadmap progress, timelines, and financial outcomes.
### Qualifications
- Minimum of 10 years of experience in the Wealth Management industry, including significant leadership experience.
- Proven experience in product management, strategy, and finance, including business case development and pricing models.
- Demonstrated ability to develop innovative approaches to next-generation wealth management solutions.
- Bachelor's degree required.
- Strong knowledge of financial services, securities processing, and the asset management industry.
- Deep expertise in product management, wealth technologies, digital best practices, and operational solutions.
- Hands-on experience creating product strategies, roadmaps, and investment business cases.
- Strong experience with data and system integration in support of wealth platform strategy.
- Exceptional analytical, strategic thinking, and problem-solving skills.