Product Director

Step into a pivotal role where your vision and leadership will drive innovation, transform products, and shape the future of wealth management at every level.

As the Product Director within the Asset & Wealth Management team you will have the opportunity to build out new products and capabilities while also reinvigorating and re-examining established products and processes.  You see the big picture and what needs to be done, but more importantly why it is important and how it all fits together. You are a strategic thinker, an outstanding relationship builder, execution-oriented, and a change agent.  You understand and frame issues to make decisions, simplify complex problems, and remove obstacles. You guide seamless and near flawless product management and execution to meet the needs of a fast-paced organization. Our ideal candidate has experience in design, product management, and product execution related to wealth management prospect, client, advisor, and service experience.  They have a passion and proven acumen and experience process design excellence, product management, communication, and change management.

Job responsibilities

• Influence and persuade partners on best way to achieve the best outcomes across multiple roadmaps to reach desired outcomes
• Lead the product strategy and development lifecycle by owning and writing detailed requirements with dedicated staff in key product verticals that capture functional, design, and control/regulatory features across the prospect, client, advisor, and service experience. Build out a multi-year product roadmap and translate product strategy into actionable deliverables 
• Proactively analyze data and conduct discovery sessions to uncover insights that guide business value and impact including competitor reviews, market trends, customer demand, and user behavior
• Generate ideas for continuous improvement to promote engagement, improve outcomes, guide efficiency and scale, and increase collaboration across multiple scrum teams in different business units. Leverage data-driven experimentation and measurement frameworks to ensure key results are on track
• Set and manage business/ user expectations and day to day interaction; guide consensus and accountability across all functions; lead project planning, weekly meetings, and presentations as needed 
• Serve as a liaison with other product owners and scrum teams across lines of business and across product structures to ensure goals and requirements are communicated and understood by stakeholders

 Required qualifications, capabilities, and skills

• 8+ years of experience working in product management and/or program management roles to deliver client and advisor facing digital products and experiences
• 10+ years of experience in financial services
• Structured thinker and effective communicator with excellent written communication skills
• Experience developing project plans covering multiple product and cross-functional teams (product, technology, design, operations, legal/risk/compliance.)
• Experience driving delivery in a large-scale organization across multiple stakeholders and multiple scrum-teams with complex dependency management
• Experience delivering problem statements, user personas, process documentation, use cases/high-level requirements and supporting user experience design/prototyping.  Adept at influencing peers with diverse points of view and building consensus
• Agile delivery experience

 Preferred qualifications, capabilities, and skills

• Highly self-motivated with ability to remain composed under pressure and excel during periods of ambiguity
• Experience in wealth management, B2B2C organizations, or leading execution of  closely related strategic or transformational change
• Knowledge of JIRA, Confluence and others
• Comfortable with ambiguity, ability to act independently, demonstrate leadership and take initiative but work equally well within a dynamic and fast paced team environment
• Working or experimenting with AI capabilities in the context of product development
• Interacting and partnering with global colleagues to achieve strategic alignment and/or consensus