Sr. Product Manager - Applied AI

Role Summary

Owns product area focused on applied AI and automation capabilities embedded across external, client-facing digital platforms for sponsors, advisors, and participants.  Establishes and maintains a long-term, sequenced product roadmap that delivers near-term client value while expanding intelligence, personalization, and capability over time, in partnership and alignment with the firm’s enterprise AI strategy.

Leads complex, cross-functional initiatives across B2B and B2C experiences, including AI-powered virtual assistants, conversational analytics, and intelligent reporting.  Owns outcomes end-to-end, from initial definition and compliant launch through expansion and optimization.  Operates with clear decision ownership, accountability for results, and disciplined execution.

Responsibilities

Product Vision and Strategy:

• Defines and owns the product vision and roadmap for applied AI capabilities across sponsor, advisor, and participant digital experiences.
• Partners with the enterprise GenAI team to align product strategy and roadmap with firmwide AI priorities, shared capabilities, and related business unit initiatives.
• Translates enterprise strategy into actionable delivery plans that modernize external digital experiences and strengthen competitive differentiation.
• Sequences delivery to balance client value, regulatory readiness, and long-term scalability.
• Anticipates shifts in AI capabilities, user expectations, and market offerings and adjusts direction accordingly.

Client-Facing Digital Experience Ownership:

• Leads AI-driven experience enhancements that simplify complex retirement information and surface relevant insights.
• Ensures early releases focus on compliant guidance and decision support, with later releases introducing deeper personalization and proactive insights.
• Partners with Product Design and UX to embed AI responsibly into front-end digital tools.
• Positions AI-enabled tools as primary digital interfaces where appropriate.

​Execution and Adoption:

• Drives results through clear ownership, prioritization, and disciplined execution across cross-functional teams.
• Establishes success metrics tied to adoption, engagement, satisfaction, efficiency, and risk.
• Monitors performance and adjusts scope and sequencing to ensure sustained value.

​Governance and Portfolio Oversight:

• Manages a portfolio of AI initiatives and vendor relationships, making informed tradeoffs across scope, timing, and investment.
• Coordinates with the enterprise GenAI team and other business units to ensure applied AI capabilities align with firm standards, shared services, and cross-BU investments.
• Partners with compliance, risk, and security teams to ensure solutions meet governance and regulatory standards.
• Ensures AI capabilities are delivered in alignment with enterprise policies as functionality and scale evolve.
• Builds alignment across product, design, engineering, data, and operations to support compliant and sustainable delivery.

Qualifications

Required:

• Bachelor’s degree or equivalent combination of education and experience.
• 8+ years of experience in product management, product ownership, or closely related roles delivering complex digital products at enterprise scale.
• Proven experience leading cross-functional initiatives across business, technology, data, and risk, with accountability for outcomes.
• Ability to translate business strategy and client needs into prioritized product roadmaps and executable delivery plans.
• Strong analytical and problem-solving skills, with comfort making tradeoffs in ambiguous, regulated environments.
• Working knowledge of modern AI technologies, including generative AI and large language models, and their practical business applications.
• Experience driving adoption of new digital capabilities through clear value propositions, performance metrics, and iterative delivery.
• Strong communication and stakeholder management skills, including the ability to convey complex concepts to non-technical audiences.

Preferred:

• Experience in financial services, asset management, or another regulated industry.
• Exposure to AI-powered digital products such as virtual assistants, conversational interfaces, analytics, or automation tools.
• Familiarity with responsible AI practices, data governance, and model risk considerations.
• Experience working with external vendors or platforms supporting AI-enabled solutions.

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.