Digital Product Manager (Client + Advisor Platforms, AI-enabled) - VP

Role summary

PB Digital is seeking a VP, Digital Product Manager to lead strategy and delivery of client- and advisor-facing digital platforms for the Private Bank. This role is for a strong product leader who can take ideas from discovery to scaled delivery, and who can translate AI/ML capabilities into compliant, measurable outcomes that improve client experience and advisor productivity.

Key responsibilities

• Product strategy & roadmap
  • Own product vision, multi-quarter roadmap, and OKRs across client and advisor digital experiences.
  • Identify and prioritize opportunities across onboarding, servicing, insights, personalization, and digital engagement.
• AI-enabled product development
  • Define AI use cases and requirements (e.g., intelligent workflows, personalization, summarization, next-best-actions) and partner with AI/ML, data, and engineering teams to deliver.
  • Establish success metrics and monitoring approaches for AI features, including quality, performance, and user impact.
• End-to-end execution
  • Lead the full product lifecycle: discovery, requirements, MVP definition, delivery, launch, experimentation, and iteration.
  • Write crisp epics/features, define acceptance criteria, manage dependencies, and drive delivery across multiple teams.
• Cross-functional leadership
  • Partner with Design, Engineering, Data, Operations, Legal, Risk, Compliance, Controls, and Cyber to deliver secure, resilient experiences.
  • Align stakeholders, communicate tradeoffs, and drive decisions with senior partners.
• Client & advisor experience excellence
  • Ground decisions in user research and journey mapping; ensure solutions are intuitive, accessible, and measurable.
  • Define and track success metrics (adoption, engagement, task completion, cycle time reduction, defect rates, satisfaction measures).
• Governance, risk & operational readiness
  • Ensure features meet privacy, data handling, recordkeeping, model governance, and audit requirements.
  • Drive release readiness (training, communications, support model, incident/defect triage, telemetry).

Required qualifications

• 6+ years of digital product management experience with demonstrated ownership of roadmaps and outcomes.
• Experience shipping or scaling products that incorporate AI/ML (including GenAI), with an understanding of data readiness, evaluation, monitoring, and human-in-the-loop controls.
• Strong execution skills: prioritization, backlog management, release planning, and cross-team dependency management.
• Excellent written and verbal communication; ability to influence across senior stakeholders and matrixed teams.

Preferred qualifications (nice to have)

• Experience delivering products in wealth management, private banking, or other regulated financial services.
• Onboarding / KYC / account opening product experience.
• Familiarity with experimentation, analytics instrumentation, and product telemetry.
• Experience with APIs, platform modernization, and workflow digitization.

Core competencies

• Customer-first mindset with strong UX instincts (for both client and advisor journeys)
• Structured prioritization and data-driven decisioning
• Technical fluency with AI-enabled product delivery
• Risk-aware product thinking in a regulated environment
• Ownership mindset and collaborative leadership

Education

Bachelor’s degree required; advanced degree (MBA/MS) a plus, or equivalent practical experience.