Wealth R&D Product Stratetgy, AVP

Job Description

The Product Strategy Assistant Vice President for Wealth R&D will play a central role in defining, shaping, and executing next-generation wealth platform solutions. This role sits at the intersection of product strategy, product design, and commercial alignment, supporting the evolution of such solutions from early-stage concept through V1 and scaled deployment.

This role will work across internal teams and external partners to ensure the product roadmap is strategically coherent, technically viable, and economically sustainable.

• Act as the connective layer across product, engineering, and external partners to drive product execution and deployment forward
• Own alignment of the product roadmap with financial models, funding strategy, and long-term economics through partnership and iteration with finance leadership
• Project management for product-related workstreams, ensuring clear task tracking, prioritization, and delivery against key milestones
• Cross-functional collaboration and stakeholder alignment across internal and external teams, developing executive-level materials and narratives to support key decisions, communicate progress, and drive the product forward
• Support front-end design partners and engineers to translate product vision and user workflows into executable design, ensuring product requirements are met throughout design process
• Contribute to the definition of key product milestones, assisting the translation of strategic priorities into a structured execution plan and actionable product roadmap
• Evaluate vendor pricing, ROI, and cost structures as part of overall platform build vs. partner decisions
• Assist alignment between product design and underlying platform architecture, including data flows, AI capabilities, and orchestration layers
• Assess integration feasibility, scalability, and operational requirements across partners (e.g., account aggregation, rollover solutions, custody solutions etc.)

Key Responsibilities

Within this product strategy role, you will play a key role in supporting product roadmap definition and driving forward product execution. Your responsibilities will be to:

• Act as the connective layer across product, engineering, and external partners to drive product execution and deployment forward
• Own alignment of the product roadmap with financial models, funding strategy, and long-term economics through partnership and iteration with finance leadership
• Project management for product-related workstreams, ensuring clear task tracking, prioritization, and delivery against key milestones
• Cross-functional collaboration and stakeholder alignment across internal and external teams, developing executive-level materials and narratives to support key decisions, communicate progress, and drive the product forward
• Support front-end design partners and engineers to translate product vision and user workflows into executable design, ensuring product requirements are met throughout design process
• Contribute to the definition of key product milestones, assisting the translation of strategic priorities into a structured execution plan and actionable product roadmap
• Evaluate vendor pricing, ROI, and cost structures as part of overall platform build vs. partner decisions
• Assist alignment between product design and underlying platform architecture, including data flows, AI capabilities, and orchestration layers
• Assess integration feasibility, scalability, and operational requirements across partners (e.g., account aggregation, rollover solutions, custody solutions etc.)

What We Value

• Product leadership: Effectively guide and support external and internal partners to understand and execute product workflows and priorities
• Commercial mindset: Ability to model how product decisions impact cost, revenue, and long-term platform economics
• End to end product ownership: Actively drive forward product execution, remove blockers, and ensure outcomes are delivered against product roadmap
• Product management: Bring clarity through frameworks, milestones, and decision-making structures to guide teams forward
• Strategic and Execution Balance: Assist definition of long-term platform strategy while simultaneously driving near-term delivery
• AI-Forward Mindset: Contribute to delivering intuitive, transparent, and trustworthy user experiences—especially critical in AI-enabled financial products

Education & Preferred Qualifications

• 3-4+ years of direct experience with investment technology and/or wealth management
• Direct experience with product roadmap development, vendor evaluation and selection, and end to end system management. Preferably experience with defining product strategy for consumer-facing applications
• Experience with financial modeling, business case development, or investment planning tied to product initiatives
• Experience working on complex platform products or ecosystems (multi-journey, multi-user environments)
• Familiarity with AI-enabled product design and implications for user experience (e.g., explainability, decision support)
• Strong communication skills with experience creating executive-level materials and driving decision forums