Private Bank, Digital Product Manager - Distribution in Kind, Vice President

What you'll do

• Own the product roadmap and manage delivery from discovery and requirements through launch, adoption, and optimization.
• Partner with advisors, business stakeholders, design, technology, analytics, and AI teams to develop and improve digital tools.
• Define and monitor success measures, use data and user feedback to prioritize enhancements, and support adoption of new tools.

What they ask for

• 5+ years of experience in product management, financial services, wealth management, banking, payments and securities transfers, digital transformation, or related roles.
• Strong understanding of client and advisor experiences around payments and distributions.
• Ability to translate business needs into product requirements and partner effectively across design, technology, analytics, data science, and business teams.
• Strong analytical, communication, and stakeholder management skills.

Nice to have

• Prior client engagement, client advisor, banker, service team, or digital product experience; experience supporting high-net-worth or ultra-high-net-worth clients.
• Experience in Agile product development, digital adoption, change management, or field enablement; interest in emerging AI capabilities.

Pay

USD 133,000.00-$215,000.00 base salary

Tools

AI

AI focus

Gather advisor feedback on AI-powered tools; monitor AI-enabled feature adoption and effectiveness; identify practical AI use cases to improve advisor workflows and prospect engagement.