Own and evolve digital servicing capabilities in support of key client types/segments
Focus on delivering client-centric solutions to support and enable client needs
Coordinate across data, cybersecurity, CRM, reporting, and operations to deliver integrated servicing journeys
Translate business and client needs into actionable epics, user stories, and measurable outcomes and key results, including metrics and success criteria
Cross-functional orchestration including managing cross‑team roadmaps, dependencies, risks, and architectural alignment
Maintain product artifacts: personas, journeys, roadmaps, requirements, release notes.
Communicate progress and outcomes to business, operations, marketing, compliance, and senior leadership.

Requirements

5+ years of digital product management experience, preferably within wealth management, private banking, or financial services.
Proven ability to deliver complex cross‑platform, multi‑team products in Agile environments.
Strong experience with API‑driven architectures, micro-services, data integration, eventing, and service orchestration.
Experience working with Adobe Experience Manager (AEM) platform for client servicing.
Excellent communication and stakeholder management skills with business, operations, compliance, security, and engineering partners and stakeholders.
Strong understanding of asset management intermediary business and products.
Bachelor’s degree or equivalent experience.

Benefits

Flexible paid time off
Hybrid work schedule
401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution
Health & wellbeing benefits
Parental Leave benefits
Employee stock purchase plan

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

digital product managementAgileAPI-driven architecturesmicro-servicesdata integrationeventingservice orchestrationclient servicingproduct artifactsmetrics

Soft Skills

communicationstakeholder managementcross-functional orchestrationclient-centric solutionsrisk managementrequirements gatheringprogress reportingteam collaborationleadershiporganizational skills