Role summary
PB Digital is seeking a VP, Digital Product Manager to lead strategy and delivery of client- and advisor-facing digital platforms for the Private Bank. This role is for a strong product leader who can take ideas from discovery to scaled delivery, and who can translate AI/ML capabilities into compliant, measurable outcomes that improve client experience and advisor productivity.
Key responsibilities
Product strategy & roadmap
- Own product vision, multi-quarter roadmap, and OKRs across client and advisor digital experiences.
- Identify and prioritize opportunities across onboarding, servicing, insights, personalization, and digital engagement.
AI-enabled product development
- Define AI use cases and requirements (e.g., intelligent workflows, personalization, summarization, next-best-actions) and partner with AI/ML, data, and engineering teams to deliver.
- Establish success metrics and monitoring approaches for AI features, including quality, performance, and user impact.
End-to-end execution
- Lead the full product lifecycle: discovery, requirements, MVP definition, delivery, launch, experimentation, and iteration.
- Write crisp epics/features, define acceptance criteria, manage dependencies, and drive delivery across multiple teams.
Cross-functional leadership
- Partner with Design, Engineering, Data, Operations, Legal, Risk, Compliance, Controls, and Cyber to deliver secure, resilient experiences.
- Align stakeholders, communicate tradeoffs, and drive decisions with senior partners.
Client & advisor experience excellence
- Ground decisions in user research and journey mapping; ensure solutions are intuitive, accessible, and measurable.
- Define and track success metrics (adoption, engagement, task completion, cycle time reduction, defect rates, satisfaction measures).
Governance, risk & operational readiness
- Ensure features meet privacy, data handling, recordkeeping, model governance, and audit requirements.
- Drive release readiness (training, communications, support model, incident/defect triage, telemetry).
Required qualifications
- 6+ years of digital product management experience with demonstrated ownership of roadmaps and outcomes.
- Experience shipping or scaling products that incorporate AI/ML (including GenAI), with an understanding of data readiness, evaluation, monitoring, and human-in-the-loop controls.
- Strong execution skills: prioritization, backlog management, release planning, and cross-team dependency management.
- Excellent written and verbal communication; ability to influence across senior stakeholders and matrixed teams.
Preferred qualifications (nice to have)
- Experience delivering products in wealth management, private banking, or other regulated financial services.
- Onboarding / KYC / account opening product experience.
- Familiarity with experimentation, analytics instrumentation, and product telemetry.
- Experience with APIs, platform modernization, and workflow digitization.
Core competencies
- Customer-first mindset with strong UX instincts (for both client and advisor journeys)
- Structured prioritization and data-driven decisioning
- Technical fluency with AI-enabled product delivery
- Risk-aware product thinking in a regulated environment
- Ownership mindset and collaborative leadership
Education
Bachelor’s degree required; advanced degree (MBA/MS) a plus, or equivalent practical experience.