AVP, Product Manager - Investment Banking Technology

Jefferies Financial Group•New York, NY

About The Position

Reporting directly to the Head of Product, Investment Banking, the AVP, Product Manager owns the strategy, roadmap, and delivery of high-impact products used across the Investment Banking franchise. This hands-on product leadership role combines strategic thinking with disciplined execution to address ambiguous problems, apply AI and data, and build stakeholder alignment. The role helps determine how AI is incorporated into banker workflows, leads change and adoption across Investment Banking, and contributes thought leadership on where product and AI can create value. The position shapes product vision and roadmap in line with business priorities; identifies industry, fintech, and AI developments; frames problems and trade-offs; defines MVPs, phased delivery, success metrics, and results reporting; and helps develop the Product, Design, and Engineering operating model. It also identifies and delivers AI-enabled opportunities in partnership with Data Science and Engineering, manages backlogs and agile delivery, evaluates build-versus-buy options, and prioritizes data, process, and responsible AI governance. The role leads user research, workflow mapping, and rapid prototyping to validate concepts before engineering investment. It partners with Experience Design to maintain design standards and user-centered experiences, and presents prototypes and demos to stakeholders. It builds relationships across business, control, and technology teams; communicates and influences to drive decisions; and leads release planning, communications, training, support, and ongoing adoption measurement.

Requirements

At least 5 years of product management experience in financial services, owning products end to end.
Track record of launching products that users adopt, with 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 clearly, 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 sufficient 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, 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 business priorities.
Track industry, fintech, and AI developments and influence the Investment Banking digital agenda with product ideas.
Frame 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 take solutions to 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 raise risks with clear options.
Champion data, process, and responsible AI governance by partnering with data owners, Compliance, Risk, and Technology.
Lead product discovery by shadowing bankers, conducting user interviews, and mapping workflows to identify user needs.
Prototype concepts using AI-assisted design and build tools, including Figma, Figma Make, and Claude Code, and validate them with users.
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 MDs, business sponsors, control functions, and technology leadership.
Communicate clearly and persuasively for different audiences, lead through influence, drive alignment, and close decisions.
Lead go-to-market activities for releases, 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.