The Role At Institutional Wealth Management Services (IWMS), we’re dedicated to helping financial advisors thrive through client‑focused expertise, industry‑leading financial solutions, and flexible technology. This role works across our Account Opening and Account Maintenance teams and plays a critical part in delivering new and evolving products and services that enhance the client experience. You will partner closely with product leads, internal stakeholders and clients to identify opportunities, understand complex business and client needs, and collaborate with your team to build impactful solutions. We are seeking a Director of Product Delivery with strong Clearing and Custody experience, sharp analytical skills, and the ability to operate effectively in a fast‑paced, high‑pressure environment. Success in this role requires navigating complex and sometimes ambiguous processes, managing work across multiple highly interdependent partners, and maintaining accuracy, accountability, and momentum under tight timelines. Strategic Partnership with Product Leaders As a Product Delivery Director, you serve as a strategic partner to Product Leaders, leveraging deep Product Management and Business Analysis expertise to shape future‑state product visions and long‑term platform strategy. You collaborate closely to explore new capabilities, define problem spaces, and translate strategic intent into clear roadmap priorities. This role drives alignment across squads and stakeholders, ensuring requirements, execution decisions, and delivery outcomes consistently support broader business and product objectives throughout the Product Development Life Cycle. Mentorship and Oversight Across Teams In addition, you play a key leadership role within the Product Solutions chapter by mentoring and coaching associates and providing oversight of work across multiple squads. You help establish and uphold standards and best practices, review outcomes for quality and consistency, and guide teams to deliver effectively at scale. Through hands‑on support and governance, you strengthen delivery discipline while enabling associate growth and overall team effectiveness.
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Job Type
Full-time
Career Level
Director