VP, Product - Advisor, WealthTech & Private Markets

Responsibilities Define and drive the long-term product vision for the product platform Translate evolving wealth management and private market trends into actionable product strategies Synthesize customer needs, advisor workflows, and industry innovation into a clear product direction Incorporate emerging technologies, including AI/ML capabilities, into product strategy where they create meaningful differentiation Build and maintain a prioritized, outcome-driven product roadmap balancing near‑term delivery with long‑term platform scalability Partner closely with engineering, design, and business stakeholders to deliver high‑impact solutions Establish and apply a build‑vs‑buy decision framework across the product portfolio Own the product roadmap for BIP Wealth’s AI integration platform and related internal AI initiatives Drive AI‑enabled enhancements across internal products and operational workflows Own the product strategy for M&A‑related integrations, translating each acquisition into a structured onboarding and operational integration plan Serve as the voice of the customer — deeply understanding the needs of advisors and investors Lead cross‑functional collaboration across technology, investment, and advisory teams Establish product KPIs and success metrics tied to adoption, engagement, and business outcomes Champion the use of modern product tools, including AI‑enabled workflows, to improve speed, insight, and execution Requirements 10+ years in product management, with progression into senior leadership (Director/VP level) Proven experience in financial services (wealth management, asset management, fintech, or related) Demonstrated success building and scaling products in a startup or high‑growth environment Experience leading products that incorporate or leverage AI/ML capabilities in a meaningful way Experience managing complex system integrations, including M&A-related platform integration and third‑party vendors Strong track record of delivering customer‑centric products with measurable impact Ability to balance customer insight, market trends, and business strategy into a cohesive roadmap Strong product judgment and prioritization skills in ambiguous, fast‑moving environments Executive presence and comfort engaging, influencing, and communicating with senior leadership Experience working closely with engineering teams to deliver complex, integrated platforms Fluency in modern product tools and data environments, including AI‑enabled capabilities Experience in private markets, alternatives, or advisor technology ecosystems (preferred) Background supporting RIAs, high‑net‑worth clients, or investment platforms (preferred) Prior experience at a firm that grew through acquisition or rapid inorganic expansion (preferred) Bachelor's degree in Finance, Accounting, Economics, Math, or a related field (MBA preferred) #J-18808-Ljbffr Jobtailor