· 4+ years of experience in product management, wealth management, or financial services. Experience with digital platforms is a plus.
· Strong interest in wealth management products and client engagement strategies.
· Exposure to or experience with agile development methodologies is a plus.
· The ideal candidate will have a good understanding of wealth management, digital engagement, and end-to-end experience transformation.
· 4+ years of relevant experience leading and managing financial advisory technology, digital wealth / investment platforms or digital transformation in Banking & Financial Services.
· Experience integrating advisor and client platforms to drive collaboration and optimize the client-advisor relationship.
· Experience in vendor strategy and rationalization, selecting best-in-class wealth technology partners.
· Experience in data-driven decision-making, OKRs, and Product adoption.
· Ability to influence stakeholders, drive strategic investment decisions, and lead cross-functional teams.
· Exceptional communication, leadership, and execution skills to drive high-impact organizational change.
· Consistently demonstrates clear and concise written and verbal communication.
· Demonstrated problem-solving and decision-making skills.
· Ability to work in a team-oriented cross-functional environment across multiple geographies.