Education Bachelor degree in Business, Finance, Economics, or a related field.7 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.7+ years of relevant experience leading and managing financial advisory technology, digital wealth / investment platforms or digital transformation in Wealth Management.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.
