VP, Product - Advisor / WealthTech & Private Markets

Vice President, Product

BIP Capital is building a next-generation technology platform at the intersection of wealth management and private markets. The platform is designed to deliver innovative, data-driven solutions that provide advisors and investors with seamless access to sophisticated investment strategies across private equity, venture capital, and private credit.

We are seeking a Vice President, Product to lead product strategy and execution across this platform. This leader will play a critical role in defining the product vision, building scalable solutions, and translating market opportunity into a differentiated roadmap. The ideal candidate will bring a strong balance of strategic thinking, customer insight, and executional leadership within complex financial services and technology environments.

The VP, Product will own the end-to-end product lifecycle, from strategy through execution, ensuring alignment between customer needs, market trends, and business objectives. This individual will bring a strong balance of voice-of-customer insight, industry awareness, and product discipline to shape a compelling and executable product roadmap.

Reporting to the CTO of BIP Capital, this role requires a builder mindset, with experience operating in startup or high-growth environments, and the ability to navigate complexity across financial services and technology of two distinct but interdependent organizations. The ideal candidate is equally effective at vision-setting and execution: comfortable creating structure where none exists, driving team-building and talent development, and leading change management across a fast-moving organization. This individual engages directly with executive leadership, influences strategic decisions across organizational lines, and operates as a key thought partner at the highest levels of the enterprise.

Location: Atlanta, GA (Hybrid; expected regular in-office collaboration with leadership and functional teams)

Key Responsibilities

Product Strategy & Vision

• 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

Roadmap Development & Execution

• 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
• Lead the integration strategy for acquired platforms (M&A) and third-party systems to ensure a cohesive, scalable ecosystem

AI Product Strategy

• 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
• Serve as the technical product counterpart to BIP Capital's stakeholders, identifying and executing opportunities for scalable AI-driven solutions
• Partner with the AI engineering team to align technical execution, product priorities, and business objectives

M&A Integration & RIA Onboarding

• Own the product strategy for M&A-related integrations, translating each acquisition into a structured onboarding and operational integration plan
• Build and maintain a repeatable RIA onboarding playbook covering advisor assimilation, data migration, systems integration and platform access
• Anticipate and evaluate the technology needs of newly acquired RIA teams, incorporating integration requirements and enhancements into the product roadmap proactively

Customer & Market Insight

• Serve as the voice of the customer — deeply understanding the needs of advisors and investors
• Continuously assess the competitive landscape, fintech trends, and emerging technologies including advancements in AI
• Incorporate market intelligence into product decisions to ensure ongoing relevance and differentiation

Cross-Functional Leadership & Stakeholder Management

• Lead cross-functional collaboration across technology, investment, and advisory teams
• Align stakeholders across both organizations to drive clarity and execution commitments
• Communicate product strategy and progress clearly to executive leadership and the board, as appropriate
• Act as a trusted partner to senior leadership, contributing to broader business and platform strategy

Product Operations & Performance

• Establish product KPIs and success metrics tied to adoption, engagement, and business outcomes
• Drive data-informed decision-making across the product lifecycle
• Build scalable product processes appropriate for a growing platform
• Champion the use of modern product tools, including AI-enabled workflows, to improve speed, insight, and execution