Product Manager, VP – Wealth Services
About The Position
Wealth Services is a strategic growth area, and we are seeking an experienced Product Manager to help shape, scale, and modernize the capabilities that support our wealth clients, relationship teams, operations partners, and technology stakeholders. This role will focus on improving the end-to-end Wealth Services experience by clarifying client and business needs, reducing operational friction, strengthening service quality, and enabling teams to deliver scalable, resilient, and differentiated wealth capabilities. We view Wealth Services as a product-led business capability. Success in this role will come from understanding client, advisor, operations, and business needs deeply, validating opportunities through discovery, and ensuring delivery investments are focused on the outcomes that matter most. Working closely with Wealth business leaders, client-facing teams, Operations, Technology, Risk, Compliance, Design, and Experience Research, you will use qualitative insights, quantitative data, feedback, and operating metrics to shape product priorities and decisions. A key part of the role will be partnering with business and technology teams to establish and manage dual discovery and delivery tracks. Discovery will help teams identify the right client, commercial, operational, and control problems, test assumptions, and build confidence before delivery moves forward. This is a highly collaborative role with senior visibility across Wealth Services and Global Technology, offering the opportunity to influence how the firm delivers better outcomes for wealth clients at scale.
Requirements
- Strong product management experience in wealth, financial services, enterprise platforms, operations, or client-service environments
- Passion for improving client experience, service quality, operational effectiveness, and business outcomes
- Experience working in discovery-led product environments
- Strong problem-framing, prioritization, and decision-making skills
- Ability to balance client needs, business goals, operational capacity, technical constraints, and risk considerations
- Comfortable working with research, data, metrics, and experimentation to inform product direction
- Excellent stakeholder management, communication, and influencing skills across business, operations, technology, risk, and compliance teams
- Curiosity, empathy, and a strong customer mindset
- Comfortable navigating ambiguity and leading through influence rather than authority
- 6-10+ years of Product Management experience
- Experience delivering financial services, wealth management, client-service, operations, workflow, data, or enterprise software products
- Experience working in Agile or modern product development environments
- Experience using customer, client, advisor, employee, or operations research to inform product decisions
- Experience working in large, complex, regulated organizations
- Ability to partner effectively with senior business, operations, technology, risk, and compliance leaders
Nice To Haves
- Experience within wealth management, asset servicing, private markets, custody, investment operations, or another regulated financial services environment
- Understanding of wealth client journeys, advisor or relationship manager workflows, onboarding, servicing, reporting, and operational controls
- Exposure to data, workflow automation, digital servicing, client portals, or operating model transformation
- Experience working with adoption, satisfaction, operational efficiency, service quality, risk, or control metrics
- Familiarity with AI-enabled tools and their potential to improve client service, operations, insights, and decision support
Responsibilities
- Develop a deep understanding of Wealth Services clients, business processes, operating models, service journeys, and technology capabilities
- Treat clients, advisors, relationship teams, operations partners, and internal users as customers, using research, feedback, data, and experimentation to guide product decisions
- Partner with Wealth business leaders, Operations, Technology, Risk, Compliance, and Experience Research to identify pain points, unmet needs, and opportunities
- Invest time in product discovery to validate problems, test assumptions, and build confidence in business and delivery decisions
- Establish and manage dual discovery and delivery tracks with business, operations, and technology partners
- Define product strategy, roadmaps, outcomes, and success measures for Wealth Services capabilities
- Prioritize opportunities that improve client experience, operational efficiency, service quality, risk management, and commercial impact
- Work closely with Technology, Architecture, Security, Data, Operations, and business teams to deliver scalable, compliant, and resilient solutions
- Define and track adoption, client satisfaction, operational performance, control effectiveness, and business outcomes
- Communicate product vision, priorities, trade-offs, risks, and progress clearly to senior business and technology stakeholders
Benefits
- retirement savings plan (401K) with company match
- insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages
- paid-time off including vacation, sick leave, short term disability, and family care responsibilities
- access to our Employee Assistance Program
- incentive compensation including eligibility for annual performance-based awards
- eligibility for certain tax advantaged savings plans
- inclusive development opportunities
- flexible work-life support
- paid volunteer days
- vibrant employee networks
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
