BIP Ventures

Product Manager

• Backlog Support: Assist in maintaining and prioritizing the product backlog under the guidance of senior team members, ensuring the team is focused on delivering high-value work.
• User Story & Release Note Writing: Write and refine clear, concise user stories with well-defined acceptance criteria; draft release notes to communicate product updates to stakeholders.
• Jira Service Desk Management: Own day-to-day triage and resolution of service desk requests, maintaining a 24–48-hour SLA for responses and escalating as appropriate.
• Sprint Participation: Actively participate in grooming and sprint planning sessions; support efforts to keep the backlog 1–2 sprints ahead with 'ready' work.
• QA & Feature Validation: Perform acceptance testing and quality assurance on user stories to ensure features meet requirements and are free of critical defects before release.
• Small-to-Medium Feature Delivery: Take ownership of small and medium-sized features end-to-end, from writing epics and stories as directed through to release.
• Stakeholder Engagement: Serve as a day-to-day liaison between engineering and business stakeholders; build strong working relationships, keep communication clear
• Multi-System Requirements Management: Manage requirements across at least three different systems, ensuring they are clear, traceable, and aligned across stakeholders and workstreams.
• Feedback Collection: Participate in sprint reviews, gather and document stakeholder feedback to continuously improve the product and inform backlog prioritization.
• Documentation: Support the creation of process flows, user guides, and internal documentation as needed.

Associate Product Owner – FinTech, SaaS, Web Apps, AI

Vice President

• Define and drive the long-term product vision for the product platform
• Translate evolving wealth management and private market trends into actionable product strategies
• Synthesize customer needs, advisor workflows, and industry innovation into a clear product direction
• Incorporate emerging technologies, including AI/ML capabilities, into product strategy where they create meaningful differentiation
• Build and maintain a prioritized, outcome-driven product roadmap balancing near-term delivery with long-term platform scalability
• Partner closely with engineering, design, and business stakeholders to deliver high-impact solutions
• Establish and apply a build-vs.-buy decision framework across the product portfolio
• Own the product roadmap for BIP Wealth’s AI integration platform and related internal AI initiatives
• Drive AI-enabled enhancements across internal products and operational workflows
• Own the product strategy for M&A-related integrations, translating each acquisition into a structured onboarding and operational integration plan
• Serve as the voice of the customer — deeply understanding the needs of advisors and investors
• Lead cross-functional collaboration across technology, investment, and advisory teams
• Establish product KPIs and success metrics tied to adoption, engagement, and business outcomes
• Champion the use of modern product tools, including AI-enabled workflows, to improve speed, insight, and execution

VP, Product – Advisor, WealthTech & Private Markets

Accounting Manager

• Work closely with finance leadership for maintaining accurate books and records of the SEC Registered debt investment vehicle.
• Prepare key components of the entity’s SEC filings, ensuring accuracy, completeness, and adherence to regulatory requirements.
• Assist with the preparation and review of periodic financial statements and supporting schedules
• Collaborate closely with the FAC Manager and SVP Finance to support the quarterly valuation process, including data preparation, analysis, and documentation.
• Work jointly with finance leadership to design and implement internal controls that ensure complete, accurate, and timely financial reporting.
• Help drive best practices around operational risk management and process improvements.
• Partner with the FAC Manager and SVP Finance to build and enhance technology solutions that support the investment vehicle’s operations, accounting, and reporting workflows.
• Support automation initiatives aimed at increasing efficiency, transparency, and data integrity.
• Act as a key liaison with external auditors, supporting efficient and effective quarterly reviews and the annual audit process.
• Work closely with the FAC Senior to support the compliance program for the SEC Registered debt investment vehicle, including aspects of RIA compliance and related regulatory requirements.

Associate Product Owner – FinTech, SaaS, Web Apps, AI

VP, Product – Advisor, WealthTech & Private Markets

Associate, Fund Accounting, SEC Reporting