You are a strategic thinker passionate about driving solutions in Product Management for Client Reporting. You have found the right team.

As Product Management for Client Reporting Professional within our Client Reporting team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.

Job Responsibilities

Define and execute a sequenced roadmap of pilots, product increments, and adoption, owning the backlog and delivery outcomes.
Prototype AI-enabled solutions rapidly and validate impact with real users, translating winners into production-ready requirements.
Raise the team's AI-native capability by coaching and enabling AI as a normal part of day-to-day work.
Map the end-to-end reporting lifecycle into discrete jobs-to-be-done and allocate the right work to agents vs. humans with clear handoffs.
Design an agentic workforce with clear roles, tool access, context/retrieval needs, escalation paths, and human-in-the-loop checkpoints.
Build employee-centric workflows by observing frontline work, identifying breakpoints, and making the manual workaround the harder option.
Define the data, metadata, lineage, entitlements, and business rules required for each capability, partnering with data owners to close gaps.
Accelerate discovery using approved firm tooling (AI-assisted development, prompting, and workflow automation) to test ideas in days, not quarters.
Establish good upfront with evals, success criteria, and failure-mode-aware checks for confident-but-wrong AI outputs.
Align engineering, data, and risk/control stakeholders to deliver solutions employees choose to use, with clear accountability boundaries.
Deliver early momentum by embedding with reporting teams, selecting the highest-payoff jobs, shipping prototypes, and scoping a production pilot.

Required qualifications, capabilities and skills

Experience shipping AI-driven products or internal tools used by real users, including learning from failures and iterating.
Ability to translate ambiguous direction into a sequenced plan with clear owners and measurable outcomes.
Skill in rapid prototyping and hands-on building using AI coding assistants and AI-assisted development workflows.
Knowledge of agentic or multi-step AI workflows (tool use, retrieval, orchestration, and human review checkpoints).
Capability to define evals and success criteria and measure output quality with evidence over impressions.
Judgment on when not to use AI and how to design safe, reliable human-in-the-loop controls.
Communication skills to write clearly and explain trade-offs to senior stakeholders in plain language.
Collaboration skills to partner effectively across product, technology, transformation, business leads, data owners, and risk/controls.
Mindset focused on scaling adoption so prototypes become durable production capabilities, not one-off demos.
Commitment to enabling others through pairing, working sessions, and reusable patterns, prompts, and examples.

Preferred qualifications, capabilities and skills

Experience in client, investment, performance, or regulatory reporting.
Experience building in a regulated environment with entitlements, auditability, model risk, and records requirements.
Working fluency in SQL, Python, or data modeling.
Background in product discovery, service design, or process redesign.
Track record of driving measurable cycle-time reduction and manual-effort reduction through workflow transformation.

Client Reporting Product Owner- Vice President