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.