About this role

Define product strategy and roadmap for advisor‑facing AI across prospecting, financial planning, investment management, client servicing, and practice operations.
Own build, buy, or rent decisions for AI capabilities.
Lead third‑party AI evaluation and sanctioned access.
Define secure integration models for advisor‑built AI.
Design and execute pilots.
Own priority advisor journeys.
Partner closely with Technology.
Ensure governance and compliance readiness.
Drive adoption and value realization.

Bachelor’s or master’s degree in Business, Computer Science, Information Systems, or a related field.
Ten or more years of product management experience, including AI or automation products with measurable business impact.
Demonstrated experience taking products from pilot through enterprise adoption at scale.
Three or more years leading build‑vs‑buy evaluations or managing third‑party vendors in enterprise environments.
Strong financial acumen, including business case development and ROI tracking.

VP II, Advisor AI Solutions – Product Management

Key skills