Assistant Vice President, Product Management

We need to output HTML fragment with sections: About the role (maybe "About The Role" heading), Responsibilities (What You'll Do), Requirements (Education, Experience, Ai & Technical Fluency, Advisor & Wealth Domain, Licensing/Regulatory, Preferred Qualifications maybe part of Requirements), Benefits, Pay, Schedule (if present). The posting includes Pay (salary range) and Benefits (Be Well...). No explicit schedule. So we include Pay and Benefits sections. We must not repeat job title as heading. No Job ID. Remove boilerplate like purpose statement at top? The initial paragraph about mission etc is likely boilerplate; we should remove it. Also remove "Are you ready to join..." etc. Also remove "Start your Voyage – Apply Now". Also remove "Critical Skills" maybe? It's a list but could be considered part of Requirements? It says "Critical Skills At Voya, we have identified the following critical skills which are key to success in our culture:" then list. That's substantive; we could include under Requirements or maybe a separate section "Critical Skills". But instruction: Prefer few substantive sections over many thin ones. Could incorporate into Requirements. However we have many sub-sections already; maybe we keep Requirements as a single section with subpoints? But we need to use

• for any list of duties/requirements/benefits. So we can have a Requirements section with nested lists? Probably just a flat list. We need to preserve all substantive information. So we need to include all bullet points from "What You'll Do", "Education", "Experience", "Ai & Technical Fluency — Required", "Advisor & Wealth Domain — Required", "LICENSING / REGULATORY REQUIREMENT", "Preferred Qualifications", "Compensation Pay Disclosure", "Be Well..." benefits list, "Critical Skills". Also maybe "About The Role" paragraph. We must not include placeholders like "commensurate with experience". Not present. We must not include duplicated lines. We must not include application instructions. We must not include cookie/navigation/legal/EEO etc. Thus we output HTML with headings:

  About the Role

  ,

  Responsibilities

  ,

  Requirements

  ,

  Benefits

  ,

  Pay

  . Possibly also "Preferred Qualifications" could be part of Requirements. We need to ensure we don't create empty sections. Let's extract content. About The Role paragraph: multiple sentences. We'll put as

  . Responsibilities: "What You’ll Do" includes several bullet-like sentences separated by periods. We'll convert each sentence to

• . Need to preserve all details. List them: - Own the Advisor Experience Technology Product Roadmap - Define and maintain a 12–18 month technology product roadmap across the advisor copilot, proposal generation, client context, and next-best-action — with clear prioritization rationale and measurable milestones. - Prioritize using advisor workflow research, adoption and usage data, field feedback, and competitive analysis; build the business cases that support investment decisions. - Define outcome-oriented success metrics — advisor capacity and time saved, proposal cycle time, active adoption, advisor satisfaction, and downstream client funding and conversion — and own accountability for those numbers post-launch. - Partner With the Business to Identify Problems & Shape Solutions - Partner with Wealth Management leadership, advisors (RAD and Investor Channel), field operations, and distribution to identify, frame, and prioritize the business problems worth solving, bringing engineering and AI feasibility into the conversation so the problem definition and the technology response are shaped together. - Lead structured discovery with advisors — including direct observation of how they actually work — translating advisor workflow problems into crisp product specs and the technology solutions that address them. - Write PRDs and technical specifications a small AI engineering team can execute against; define acceptance criteria that account for model quality thresholds, latency targets, and suitability and fiduciary output constraints. - Maintain working fluency in the advisor workflow: prospecting, meeting preparation, proposal and portfolio construction, ongoing service, and book management — well enough to identify where AI changes outcomes at each stage. - Drive AI-Native Advisor Tools - Own the product direction for the advisor copilot — meeting preparation, cross-channel client context, proposal drafting, and next-best-action — and evaluate RAG pipeline and agent behavior quality directly in staging. - Drive rapid prototype cycles — a working demo in days, not sprints — and use working software to earn advisor and stakeholder trust faster than slide decks. - Ensure AI outputs are structured to support — not replace — advisor judgment, with human-in-the-loop where appropriate, consistent with suitability obligations and the 2026 interagency model risk management guidance. - Deliver With Engineering & Partners - Partner daily with AI engineers; make real-time trade-off calls throughout the build cycle. - Coordinate product launches with Compliance, Legal, Supervision, field enablement, and operations; own go-to-market: advisor training, rollout sequencing, and adoption measurement. - Partner with the rollover and Retirement-to-Wealth product owners so advisor tools actively support capture at the job-change moment. - Lead & Develop - Lead a small team of product managers or a defined workstream; coach junior PMs and help raise the team hiring bar. - Build trusted relationships across Wealth Management, distribution, Compliance, and Supervision — influencing VP-and-above stakeholders across business units. - Identify compliance and supervisory risk exposure before it becomes an escalation. We could group but okay. Requirements: includes Education, Experience, Ai & Technical Fluency — Required, Advisor & Wealth Domain — Required, LICENSING / REGULATORY REQUIREMENT, Preferred Qualifications, Critical Skills maybe. We need to list each as
• . Let's extract. Education: - Bachelor’s degree in Computer Science, Engineering, Finance, Economics, Mathematics, or a related discipline required; MBA or Master’s in a quantitative or business field preferred. Equivalent professional experience considered. Experience: - 10+ years of product management experience, with at least 4 years in AI/ML or digital product roles at a technology company, fintech, or financial services firm. - Demonstrated track record of shipping digital or AI-powered products to production — owning the lifecycle from discovery through measurable adoption. - Leadership experience: has led product managers or owned a product workstream and defined a roadmap for an area independently. - Prior ownership of products in a regulated environment (wealth, brokerage, or financial services); experience navigating compliance, supervision, and legal review as part of the standard product process. - Experience influencing VP-and-above stakeholders without direct authority. Ai & Technical Fluency — Required: - LLM product experience: shipped at least one production feature using large language models; understands prompt and system-prompt design, context window management, and structured output extraction. - Agentic AI product design: understands tool use and multi-step reasoning, and where agents fail and how those failures affect advisor use cases. - Model evaluation and metrics: can define evaluation frameworks and assess whether an eval suite covers the right failure modes for an advisor context. - Data fluency: comfortable interrogating SQL and forming hypotheses from advisor usage and behavioral data; uses AI coding and agentic tools daily. - Experimentation: A/B test design, cohort analysis, and shadow-deployment patterns for AI features in production. Advisor & Wealth Domain — Required: - The advisor workflow and book-of-business management: how advisors prospect, prepare, propose, transact, and service clients across a book. - Advisory models and the retail advice and brokerage ecosystem: UMA/SMA and managed accounts, proposal and portfolio construction, and custody/clearing and platform providers (e.g., Pershing, Schwab, Envestnet, Apex). - Suitability and conduct standards that shape advisor tools: Reg BI, fiduciary considerations, and how AI-generated recommendations must be governed. - FINRA supervision and communications-review requirements (books and records, correspondence supervision) and how they constrain advisor-facing AI features. - How advisor productivity tools drive capacity and support rollover capture and client funding. LICENSING / REGULATORY REQUIREMENT: - FINRA Securities Industry Essentials (SIE) required, or will need to be obtained early on in employment. - Series 7 a plus given the advisor-facing nature of the role. Preferred Qualifications: - Direct experience building advisor-platform or advisor-productivity products at a broker-dealer, RIA platform, asset manager, or wealth-focused fintech. - CFP, CFA (or candidate), CIMA, or equivalent credentials. - History of building 0→1 AI products in an innovation lab or startup-within-a-large-institution context. - Hands-on experience with MCP (Model Context Protocol) integrations or multi-agent product design. - PMP, SAFe, or equivalent certification; voice-of-advisor research at scale (field studies, in-product feedback loops, adoption cohort analysis). Critical Skills: - Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations. - Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution. - Team Mentality: Partnering effectively to drive our culture and execute on our common goals. - Business Acumen: Appreciation and understanding o (cut off). The text ends abruptly: "Business Acumen: Appreciation and understanding o". Likely incomplete due to cutoff. We should not invent; we must preserve as is? It's incomplete; maybe we should omit because it's not substantive? It's truncated; better to omit that line as it's not complete. But we could include as is? The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. The truncated line is not substantive; it's incomplete. Safer to omit that line. Thus Critical Skills list includes first three items fully; fourth incomplete we drop. Now Benefits: list from "Be Well..." paragraph. Benefits: - Health, dental, vision and life insurance plans - 401(k) Savings plan – with generous company matching contributions (up to 6%) - Voya Retirement Plan – employer paid cash balance retirement plan (4%) - Tuition reimbursement up to $5,250/year - Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day. - Paid volunteer time — 40 hours per calendar year - Learn More About Voya Benefits (download PDF) maybe not needed as it's a link; but it's substantive? It's a call to action; maybe we can include as a bullet? It's not a benefit per se but it's part of benefits section. Could include as a bullet: "Learn More About Voya Benefits (download PDF)". Might be considered boilerplate? It's a link; but it's part of benefits description. I'd include. Pay: salary range $171,300 - $214,120 USD. Also mention incentive opportunities etc. We'll include that as prose. Schedule: not present, so omit. Now construct HTML. We'll have:

  About the Role

  ... (the paragraph)

  Responsibilities

  • Own the Advisor Experience Technology Product Roadmap
  ... etc.

  Requirements

  • Education: Bachelor’s degree in Computer Science, Engineering, Finance, Economics, Mathematics, or a related discipline required; MBA or Master’s in a quantitative or business field preferred. Equivalent professional experience considered.
  • Experience: 10+ years of product management experience, with at least 4 years in AI/ML or digital product roles at a technology company, fintech, or financial services firm. Demonstrated track record of shipping digital or AI-powered products to production — owning the lifecycle from discovery through measurable adoption. Leadership experience: has led product managers or owned a product workstream and defined a roadmap for an area independently. Prior ownership of products in a regulated environment (wealth, brokerage, or financial services); experience navigating compliance, supervision, and legal review as part of the standard product process. Experience influencing VP-and-