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

Role summary

PB Digital is seeking aVP Digital Product Managerto lead strategy and delivery ofclient- and advisor-facing digital platformsfor the Private Bank. This role is for a strong product leader who can take ideas from discovery to scaled delivery and who can translateAI/ML capabilitiesinto compliant measurable outcomes that improve client experience and advisor productivity.

Key responsibilities

• Product strategy & roadmap
  • Own product vision multi-quarter roadmap and OKRs acrossclient 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 incorporateAI/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 openingproduct 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

Bachelors degree required; advanced degree (MBA/MS) a plus or equivalent practical experience.