About The Position

This role owns the digital product strategy and delivery for the Alternatives Advisor and Client Experience, with a primary emphasis on Alternatives marketing across advisor-facing and client-facing journeys. The VP will translate Alternatives business priorities into scalable digital capabilities that improve discovery, education, engagement, and conversion while meeting governance expectations for complex products. Success requires strong cross-functional leadership across Marketing, Product, Technology, Legal/Compliance, and Investment teams to deliver measurable commercial impact and elevated client experience. The role is accountable for outcomes, including adoption, funnel performance, and quality of experience, not simply feature delivery. The Digital Product Manager (VP) will lead a portfolio of digital experiences that enable advisors to position Alternatives effectively and help clients understand, evaluate, and engage with Alternatives offerings. The role will set the product vision, manage the roadmap, and drive execution across web and mobile surfaces, campaign and personalization platforms, and content and data capabilities that support Alternatives marketing. Given the complexity and regulatory sensitivity of Alternatives, the VP will ensure that experiences are accurate, compliant, and aligned to suitability, eligibility, and disclosure requirements, while delivering best-in-class usability and performance.

Requirements

  • 7+ years of digital product management or digital experience leadership.
  • Demonstrated ownership of outcomes and roadmap delivery in a large, matrixed organization.
  • Experience partnering closely with Technology teams using modern delivery practices to translate business intent into durable solutions.
  • Ability to translate business objectives into clear epics, features, and acceptance criteria.
  • Strong stakeholder management and the ability to influence without authority across Marketing, Investment, Sales/Advisor organizations, and second-line partners.
  • Strong fluency in digital marketing and growth concepts, including funnel analytics, testing, personalization, and content performance, with an ability to apply these methods to sophisticated financial products is a plus.
  • Established track record of operating within governance-heavy environments, including practical experience navigating Legal/Compliance reviews.
  • Experience embedding controls into digital workflows to support appropriate governance and risk management expectations.
  • Excellent written and verbal communication skills, including executive-level storytelling grounded in data and client impact.

Nice To Haves

  • Experience in wealth management, asset management, private markets, or Alternatives distribution and marketing.
  • Strong interest and experience in leveraging AI to enhance product management processes and builds.
  • Familiarity with Alternatives-specific considerations—such as eligibility, accreditation/qualified purchaser constructs, liquidity constraints, risk disclosures, and performance presentation sensitivity.
  • Hands-on experience with enterprise marketing technology and digital experience platforms, including customer data platforms, experimentation tools, analytics instrumentation, content management systems, and journey orchestration.
  • Experience modernizing or scaling content governance and disclosure management in a regulated context.
  • Management consulting experience and experience working in digital transformation or modernization within financial services.

Responsibilities

  • Define and execute the digital product strategy for Alternatives advisor and client marketing experiences, aligning to business objectives, commercial priorities, and platform constraints.
  • Develop and maintain a roadmap that balances near-term marketing needs with foundational capabilities such as content governance, journey orchestration, analytics instrumentation, and scalable experimentation.
  • Own end-to-end product delivery, including discovery, requirements definition, prioritization, release planning, and post-launch optimization.
  • Partner with Technology to translate business intent into durable solutions, ensure delivery quality, manage dependencies, and drive disciplined execution against milestones.
  • Design and continuously improve advisor and client journeys across the Alternatives lifecycle, including education and thought leadership, product discovery, consideration, eligibility and gating, conversion, and ongoing engagement.
  • Ensure a cohesive experience across channels and touchpoints, reducing friction while maintaining necessary controls and disclosures.
  • Lead the Alternatives digital marketing agenda, including campaign enablement, audience targeting, personalization, SEO/SEM alignment where applicable, and content strategy in partnership with Marketing and Investment teams.
  • Establish measurement frameworks for marketing effectiveness and experience quality, and use insights to drive iterative improvements.
  • Operationalize strong governance for Alternatives content and digital experiences, partnering with Legal, Compliance, Risk, and Controls to ensure appropriate review workflows, recordkeeping, disclosures, and auditability.
  • Proactively identify risks related to marketing claims, performance presentation, eligibility, and suitability and embed mitigants into product design.
  • Develop and maintain a performance management cadence, including KPI dashboards, executive readouts, and prioritized improvement plans.
  • Communicate clearly to senior stakeholders, framing trade-offs in terms of impact, risk, and resource needs.

Benefits

  • comprehensive health care coverage
  • on-site health and wellness centers
  • a retirement savings plan
  • backup childcare
  • tuition reimbursement
  • mental health support
  • financial coaching
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