VP, Product – Advisor, WealthTech & Private Markets

BIP Ventures

VP, Product leading product strategy for a technology platform in wealth management and private markets. Driving execution across multiple teams and defining a compelling product vision.

Posted 5/22/2026full-timeAtlanta • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

10+ years in product management, with progression into senior leadership (Director/VP level)
Proven experience in financial services (wealth management, asset management, fintech, or related)
Demonstrated success building and scaling products in a startup or high-growth environment
Experience leading products that incorporate or leverage AI/ML capabilities in a meaningful way
Experience managing complex system integrations, including M&A-related platform integration and third-party vendors
Strong track record of delivering customer-centric products with measurable impact
Ability to balance customer insight, market trends, and business strategy into a cohesive roadmap
Strong product judgment and prioritization skills in ambiguous, fast-moving environments
Executive presence and comfort engaging, influencing, and communicating with senior leadership
Experience working closely with engineering teams to deliver complex, integrated platforms
Fluency in modern product tools and data environments, including AI-enabled capabilities
Experience in private markets, alternatives, or advisor technology ecosystems (preferred)
Background supporting RIAs, high-net-worth clients, or investment platforms (preferred)
Prior experience at a firm that grew through acquisition or rapid inorganic expansion (preferred)
Bachelor's degree in Finance, Accounting, Economics, Math, or a related field (MBA preferred)

Benefits

Comp & perks

Top-quartile Performance: We are a leading venture capital firm in a vibrant tech ecosystem offering national prominence.
Internal Growth: We foster critical thinking and promote internal advancement from day one.
Unique Value Proposition: Our firm boasts a robust, defensible value proposition supported by a high-net-worth investor base.
Merit-based Environment: We encourage you to bet on yourself, leveraging your merit to excel and thrive.
Benefits: We offer a comprehensive benefits package that includes competitive salaries, health and wellness plans, retirement savings options, paid time off, professional development opportunities, and various employee well-being programs.

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Hard Skills & Tools

product managementAI capabilitiesML capabilitiessystem integrationsM&A integrationproduct strategyproduct roadmapcustomer-centric productsfinancial servicesstartup environment

Soft Skills

cross-functional collaborationcustomer insightproduct judgmentprioritization skillsexecutive presenceinfluencingcommunicationleadershipadaptabilitystrategic thinking

Certifications

Bachelor's degree in FinanceBachelor's degree in AccountingBachelor's degree in EconomicsBachelor's degree in MathMBA