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.
