PRODUCT MANAGER L1
About the Role
We are looking for an experienced Product Manager to lead the vision, strategy, development, and commercialization of a next-generation AI-powered Wealth & Investment Management Platform for banks, private banks, wealth managers, investment managers, family offices, and financial advisers.
Key Responsibilities
Product Vision, Strategy & Roadmap
- Own product vision, positioning and roadmap aligned with business growth objectives.
- Convert customer problems and whitespace opportunities into differentiated propositions.
- Track regulations, competitors, WealthTech and AI trends to maintain relevance.
- Define propositions across affluent, HNW, UHNW and institutional segments.
Wealth & Investment Management Domain Leadership
- Understand end-to-end wealth/investment processes, workflows, personas and operating models.
- Understand private banks, wealth/asset managers, family offices, advisers, brokers and custodians.
- Identify opportunities to simplify and transform fragmented processes spanning multiple systems and participants.
AI, Data & Product Innovation
- Reimagine wealth processes using AI/ML, GenAI, Agentic AI, analytics and automation.
- Embed human oversight, explainability, auditability, privacy, security and responsible-AI controls.
Product Definition, UX & Execution
- Own MVP definition and release priorities, balancing speed-to-market with enterprise scalability and long-term product strategy.
- Lead customer discovery, prototyping, validation, pilot programs, and continuous product improvement.
Enterprise Platform & Ecosystem
- Define integration with Core Banking, CRM, portfolio/OMS, market data, brokers, custodians and related wealth systems.
- Drive APIs, event integration, configurability, security, auditability, resilience and scalability.
- Evaluate build/buy/partner options and support multiple markets, asset classes and regulatory environments.
Business Case, Commercialization & GTM
- Own positioning, value proposition, packaging, pricing and GTM strategy.
- Support pitches, RFPs and lighthouse programs.
- Validate product-market fit with customers and build competitive differentiation
Must Have Credentials
- 10–15 years of strong experience as a Product Manager in a product company owning a Product Roadmap in wealth/investment management, private banking space
- Deep understanding of the end-to-end Wealth & Investment Management lifecycle
- Experience working with private banks, wealth managers, asset managers, investment platforms, family offices, or financial-advisory businesses.
- Strong leadership, analytical, communication, and stakeholder-management skills.
- Bachelor's degree in a relevant discipline. MBA, CFA, CFP, CAIA, or relevant investment/product certification is desirable but not mandatory.
Source: the employer's careers page. Last checked 2026-10-29. Posted 2026-10-29.
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