Head of Product, Portfolio Management, Advice and Wealth Management

What you will do

• Product Strategy & Portfolio Leadership
  • Define and execute the strategic vision, roadmap, and investment priorities for Portfolio Management products.
  • Prioritize investments across product portfolios to balance growth, risk management, operational efficiency, and client experience.
  • Establish product roadmaps, KPIs, and success metrics aligned with business and enterprise objectives.
  • Lead cross-functional teams responsible for the design, delivery, and continuous improvement of investment platform capabilities.
• Trading, Custody & Operations Enablement
  • Partner with trading, operations, and technology teams to optimize trade generation, execution, allocation, reconciliation, and settlement processes.
  • Drive initiatives that improve trading capacity, reduce operational risk, and enable efficient portfolio management at scale.
  • Identify value-chain constraints and develop strategic solutions that increase automation, resilience, and throughput.
  • Ensure platforms support client growth, managed account expansion, and evolving investment offerings.
• Industry Expertise & Vendor Integration
  • Provide industry leadership across wealth management, portfolio management, trading, custody, and investment servicing domains.
  • Evaluate, select, and integrate strategic vendor solutions to accelerate business outcomes and platform modernization.
  • Partner with internal and external stakeholders to deliver seamless integration of best-in-class capabilities.
  • Monitor industry trends, competitive offerings, and emerging technologies to inform product strategy and investment decisions.
• Governance & Leadership
  • Ensure regulatory, fiduciary, and supervisory requirements are embedded within products and processes.
  • Partner with compliance, risk, audit, and technology organizations to maintain strong governance and control practices.
  • Lead and develop product managers and product leaders across multiple domains.
  • Influence senior leadership decisions regarding platform strategy, technology investments, vendor partnerships, and transformation initiatives.

What it will take

• Deep expertise in wealth management, portfolio management, trading, custody, brokerage operations, or investment servicing.
• Experience leading product organizations responsible for large-scale portfolio management or trading platforms.
• Strong understanding of trade lifecycle management, settlement, reconciliation, custody operations, and money movement.
• Proven success delivering platform modernization, vendor integrations, and enterprise transformation initiatives.
• Knowledge of advisory platforms, managed accounts, portfolio construction methodologies, and investment management workflows.
• Demonstrated ability to influence executive stakeholders and lead cross-functional organizations.