AVP, AI Product Manager

Job Overview

The Assistant Vice President, Advisor AI Solutions will lead product management for a portfolio of advisor-facing AI experiences within the AI Business Solutions (ABS) team.

Responsibilities

• Define and deliver advisor chat and agentic AI experiences
• Evaluate and orchestrate third-party AI products
• Ensure AI capabilities drive measurable business impact aligned to enterprise OKRs
• Co-develop product definitions including: product requirements and user stories, data contracts and signal definitions, model evaluation criteria
• Own rollout strategy, training integration, and advisor enablement materials
• Partner with field leadership to drive sustained adoption
• Track realized benefits against forecasted business case
• Maintain benefits ledger and KPI dashboards
• Measure effect sizes (uplift), manual work reduction, and revenue/NPS impact
• Create feedback loops to continuously optimize AI performance

Requirements

• Bachelor’s degree in Business, Computer Science, Information Systems, or related field (Master’s preferred)
• 3+ years of product management experience
• Experience building and deploying AI/ML or Generative AI products into production environments preferred
• 3+ years experience defining KPIs and measuring business impact of AI initiatives
• 3+ years experience partnering with Engineering and Data Science in regulated environments

Core Competencies

• Product Management Excellence
• AI Product Fluency
• Stakeholder Communication
• Matrixed Leadership

Preferences

• Wealth management or advisor platform experience
• Prior experience deploying AI within FINRA/SEC-regulated environments
• Strong financial acumen and ability to build business cases and drive / track ROI
• Experience driving field adoption and change management at scale