About The Position

We are seeking an experienced Product Manager with a strong Controls background to lead AI-enabled product transformation within the Trusts & Estates business. This is an individual contributor (IC) role—who brings awareness to and manages risk in the business. This individual will own product strategy and end-to-end delivery while partnering closely with Controls, Legal/Compliance, Operations, Technology, Data/AI teams, and senior business stakeholders. The successful candidate will modernize and transform Trusts and Estates Controls while embedding robust governance, auditability, and risk management by design.

Requirements

  • 8+ years of product management experience (or equivalent experience owning complex platforms/workflows end-to-end).
  • Demonstrated experience in a controls-heavy banking environment (e.g., Risk & Controls, Compliance, Audit, Operational Risk, governance, QA).
  • Proven track record delivering AI/automation/analytics products in production (not just pilots), with measurable business impact.
  • Strong knowledge of regulated process design: documentation standards, audit readiness, approvals, and evidence capture.
  • Exceptional stakeholder management and executive communication; ability to influence without authority.
  • Strong analytical and strategic skills: value sizing, prioritization frameworks, KPI/OKR design, and data-driven decisioning.

Nice To Haves

  • Experience in wealth management, private banking, fiduciary, trust administration, or estates domains.
  • Experience with operating model design (intake-to-scale, control gates, support model, training).

Responsibilities

  • Set product vision and strategy for AI transformation in Trusts & Estates Controls.
  • Own the roadmap and prioritization, translating business goals, regulatory obligations, and risk appetite into sequenced delivery plans (12–24 months) with clear outcomes and KPIs.
  • Lead discovery and define requirements: customer/user journeys, problem statements, use-case intake, value sizing, control impact assessment, and success metrics.
  • Embed controls into product design: governance workflows, approvals, audit trails, evidence capture, access controls, data handling requirements, and change management readiness.
  • Partner with engineering and data teams to deliver scalable, secure, and observable AI capabilities (e.g., retrieval/search over approved content, workflow automation, decision-support, quality checks).
  • Drive stakeholder alignment and decision-making across business, Controls, Compliance, Legal, Risk, Operations, and Technology; manage trade-offs transparently.
  • Own delivery execution using agile product practices: epics/user stories, acceptance criteria, release planning, dependency/risk management, and post-release measurement.
  • Champion responsible AI adoption: monitoring/feedback loops, human-in-the-loop controls where needed, and clear user guidance to reduce operational and conduct risk.
  • Enable adoption and change: training, communications, support readiness, and continuous improvement based on usage and control outcomes.

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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