Sr. Director, Product Management, UHNW Platform

Accountabilities

• Define and lead the long-term product vision, strategy, and roadmap for a platform supporting ultra-high-net-worth and family office services.
• Translate business goals, client needs, and stakeholder feedback into prioritized product initiatives and scalable platform capabilities.
• Conduct product discovery by engaging directly with advisors, operational teams, and business stakeholders to understand workflows, identify pain points, and uncover improvement opportunities.
• Design and optimize end-to-end workflows that enhance operational efficiency, client experience, and advisor productivity.
• Develop clear product requirements, user stories, process documentation, and functional specifications for engineering and implementation teams.
• Collaborate with technology, architecture, operations, compliance, investment, and external partners to deliver integrated, scalable solutions.
• Manage and prioritize the product roadmap by balancing strategic objectives, business value, technical dependencies, and available resources.
• Drive platform adoption through enablement initiatives, performance measurement, and continuous optimization of new and existing capabilities.
• Lead cross-functional decision-making, influence stakeholders without direct authority, and ensure platform evolution aligns with long-term business strategy.

Requirements

• Bachelor's degree required.
• Minimum 10 years of experience in product management, platform strategy, or a closely related leadership role.
• Demonstrated experience supporting ultra-high-net-worth (UHNW), family office, wealth management, or financial services environments.
• Proven success leading complex, enterprise-scale, multi-system platform initiatives across cross-functional organizations.
• Strong expertise in product strategy, product discovery, workflow design, business process analysis, and requirements gathering.
• Experience translating complex business challenges into scalable product solutions and technology roadmaps.
• Ability to balance strategic planning with hands-on product execution throughout the product lifecycle.
• Strong stakeholder management, communication, negotiation, and influence skills across executive and operational teams.
• Excellent analytical thinking and problem-solving abilities with a track record of navigating ambiguity and organizational complexity.
• Experience working with CRM platforms, portfolio management systems, client reporting tools, or similar enterprise technologies is preferred.
• Background in platform modernization, operating model transformation, or digital transformation initiatives is considered an advantage.
• Knowledge of emerging technologies and industry trends within wealth management and financial technology is highly desirable.

Benefits

• Fully remote position within the United States.
• Competitive compensation package.
• Company-paid Basic Life and AD&D insurance.
• Company-paid Short-Term and Long-Term Disability insurance.
• Optional supplemental life, disability, accident, critical illness, and hospital indemnity coverage.
• Comprehensive medical plan options, including High Deductible Health Plans and traditional medical coverage.
• Health Savings Account (HSA) with employer contributions for eligible plans.
• Dental and vision insurance.
• Dependent Care Flexible Spending Account.
• Generous paid vacation and sick leave.
• Fourteen company-paid holidays, including an entire week off during Thanksgiving.
• Paid parental leave, maternity support, family medical leave, and adoption assistance reimbursement.
• Employee Assistance Program.
• Company-paid concierge services for family and caregiving support.
• 401(k) retirement plan with employer matching, Traditional, Roth, and after-tax contribution options.
• Pet insurance.
• Discounted access to personalized financial planning services.
• Company-provided technology for remote work and a flexible work environment.