Product Manager Vice President - Private Client, Affluent Segment

Help shape how affluent clients experience private client banking and how frontline teams support their financial goals. In this role, you will lead initiatives that improve acquisition, retention, and relationship deepening through disciplined execution and measurable outcomes. You will partner across consumer banking and wealth management to align priorities, remove blockers, and scale what works. If you enjoy turning strategy into delivery and improving experiences for clients and bankers, this role offers meaningful impact.

Job summary
As a Vice President, Product Manager – Private Client in Affluent banking, you will drive the strategy and execution of growth initiatives that improve client acquisition, retention, and relationship deepening across consumer banking and wealth management. You will partner closely with sales and cross-functional teams to optimize lead and client assignment strategies, improve cross-channel journeys, and measure results to continuously improve performance.

Job responsibilities

• Lead growth initiatives that improve private client acquisition, retention, and relationship deepening across consumer banking and wealth management
• Partner with sales stakeholders to improve lead management, client assignment, and sales campaign effectiveness
• Define and optimize cross-channel client journeys to improve conversion and deepen relationships into wealth management
• Coordinate with marketing partners to support client acquisition and engagement strategies aligned to agreed priorities
• Develop, evaluate, and implement internal and third-party capabilities that enhance the private client value proposition
• Collaborate with cross-functional teams to improve banker tools, enablement, and end-to-end experiences
• Establish success measures and monitor performance to assess impact and guide iteration
• Identify risks, dependencies, and delivery blockers; drive timely resolution and escalation where needed
• Communicate progress, insights, and recommendations through clear updates and leadership-ready materials

Required qualifications, capabilities and skills

• Bachelor’s degree or equivalent work experience
• 7 years of experience in product management, sales strategy, or business leadership within financial services
• Experience delivering measurable growth outcomes in retail banking, affluent banking, and/or wealth management
• Experience partnering with sales teams and cross-functional stakeholders to drive execution against defined goals
• Experience using data and performance metrics to evaluate initiatives and inform decisions
• Ability to structure ambiguous problems into clear plans, milestones, and ownership
• Ability to manage multiple priorities and deliver in a fast-paced environment

Preferred qualifications, capabilities and skills

• Master of Business Administration (MBA) or equivalent advanced degree
• Experience leading cross-functional delivery teams and influencing without formal authority
• Experience selecting and managing third-party capabilities (for example, vendors or platforms) to support business outcomes

Base Pay/Salary: New York,NY $123,500.00-$195,000.00