AVP, Product Manager - Investment Banking Technology

Jefferies•New York, NY
•$150,000 - $185,000

About The Position

Jefferies is hiring an AVP, Product Manager to own the strategy, roadmap, and delivery of high-impact products used by bankers and business leaders across its Investment Banking franchise. Reporting directly to the Head of Product, Investment Banking, this is a high-visibility, hands-on role combining strategic thinking with disciplined execution. The product manager will frame ambiguous problems, apply AI and data to solve them, and build stakeholder alignment. The role will help define how AI is embedded in banker workflows, lead change and adoption across Investment Banking, and contribute thought leadership on where product and AI can create value. It includes building AI-enabled products from the ground up and supporting their everyday use by bankers. The product manager will shape product vision and roadmaps, identify opportunities for AI, lead discovery and prototyping, and oversee agile delivery in partnership with Engineering, Data Science, and Experience Design. They will also guide responsible data and AI governance, coordinate release readiness, and lead launch communications, training, support, and adoption measurement. Jefferies is a leading global, full-service investment banking and capital markets firm with more than 40 offices worldwide. The company describes its culture as inclusive and committed to equal employment opportunity. The stated primary-location full-time salary range is $150,000–$185,000, with the offer taking experience and qualifications into consideration.

Requirements

  • At least 5 years of product management experience in financial services, owning products end to end.
  • A track record of launching products that users adopt and demonstrating measurable business impact.
  • Practical experience bringing AI or generative AI into products or workflows.
  • Fluency with prototyping tools such as Figma, Figma Make, and Claude Code.
  • Ability to frame ambiguous problems, make sound trade-offs, and explain the rationale behind a roadmap.
  • Exceptional communication skills and ability to earn credibility with senior bankers, executives, and governance forums and influence without direct authority.
  • Experience leading change management, training, and adoption for enterprise platforms.
  • Hands-on experience shaping the design and agile delivery of workflow applications, from Salesforce to custom Angular and React builds, with enough technical depth to work credibly with Engineering and Experience Design.
  • Understanding of data models, data quality, BI tools, and metrics; SQL is a plus.
  • Ownership mindset, intellectual curiosity, a bias toward building and experimenting, and ability to excel in a fast-paced, high-expectation environment.
  • BA/BS degree required.

Nice To Haves

  • Investment banking or capital markets experience is strongly preferred.
  • MBA or advanced degree is a plus.
  • SQL is a plus.

Responsibilities

  • Shape the product vision, strategy, and roadmap in alignment with Investment Banking priorities.
  • Track industry, fintech, and AI developments and influence the Investment Banking digital agenda with product ideas and thought leadership.
  • Frame ambiguous problems by clarifying objectives, constraints, and trade-offs, and simplify and unify processes across the organization.
  • Define MVP scope, phased delivery, measurable success metrics, and leadership reporting focused on outcomes.
  • Help define the Product, Design, and Engineering operating model, including shared tools, standards, and ways of working.
  • Identify opportunities for generative AI, agents, machine learning, and signals to improve banker productivity, insight, and decision-making, and partner with Data Science and Engineering to bring solutions into production.
  • Use AI tools for research synthesis, requirements, and analysis.
  • Drive the backlog, user stories, and acceptance criteria; prioritize by business value; lead agile delivery with Engineering and Experience Design; and own release readiness, including UAT, quality, and go/no-go decisions.
  • Evaluate build-versus-buy options, including AI and data vendors; manage cross-team and platform dependencies; and surface risks with clear options.
  • Promote data, process, and responsible AI governance by partnering with data owners, Compliance, Risk, and Technology to ensure application data and AI are accurate, complete, and fit for purpose.
  • Lead product discovery through banker shadowing, user interviews, and workflow mapping.
  • Prototype concepts using AI-assisted design and build tools, and validate ideas with users before committing engineering investment.
  • Partner with Experience Design to uphold design-system standards and deliver consistent, intuitive, user-centered experiences.
  • Present prototypes and demos to stakeholders to build alignment, gather feedback, and accelerate decisions.
  • Build trusted relationships with junior bankers, senior managing directors, business sponsors, control functions, and technology leadership.
  • Communicate clearly and persuasively for different audiences, and lead through influence to drive alignment and decisions.
  • Lead go-to-market for each release, including launch planning, communications, training, and support.
  • Design scalable, digital-first training and self-service resources such as guides, short videos, and in-app help.
  • Define adoption KPIs, monitor usage and feedback, and use insights to improve products.

Benefits

  • Annual discretionary incentive and retention bonus.
  • Medical, dental, and vision coverage.
  • 401(k).
  • Life, accident, and disability insurance.
  • Wellness programs.
  • Paid time off, including vacation and sick leave.
  • Paid holidays.
  • Paid parental leave for full-time employees.
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