Education Bachelor degree in Business Finance Economics or a related field.7 years of experience in product management wealth management or financial services. Experience with digital platforms is a interest in wealth management products and client engagement to or experience with agile development methodologies is a ideal candidate will have a good understanding of wealth management digital engagement and end-to-end experience transformation.7 years of relevant experience leading and managing financial advisory technology digital wealth / investment platforms or digital transformation in Wealth integrating advisor and client platforms to drive collaboration and optimize the client-advisor in vendor strategy and rationalization selecting best-in-class wealth technology in data-driven decision-making OKRs and Product to influence stakeholders drive strategic investment decisions and lead cross-functional communication leadership and execution skills to drive high-impact organizational demonstrates clear and concise written and verbal problem-solving and decision-making to work in a team-oriented cross-functional environment across multiple geographies.