Wealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Senior Associate

Job Description:

Do you enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations? Do you want to be on a team at the forefront of integrating AI into the craft of product ownership?

As a Trading & Implementation Product Owner for Managed Investments, you will act on behalf of the business, operations, and our clients to drive strategic platform initiatives. This role offers a unique opportunity to engage with the strategic transformation of our managed investment platforms across multiple lines of business, with exposure to both International and US markets. You will bring AI to the daily craft of product ownership — accelerating how you articulate requirements, document decisions, and brief stakeholders — and apply it at the scale this transformation demands.

Join us in shaping the future of wealth management advisory solutions business and making a meaningful impact on advisors and their clients!

Additional Detail

In a highly competitive industry, firms that are able to provide clients the ability to customize their investments and advisors to scale their practices will win. In order to make this a reality, we are committed to building a world-class, modern wealth platform for our advisors to use across the U.S. Private Bank and U.S. Wealth channels to deliver the breadth of our firm and deepen our client relationships.

To help achieve this goal, we invite you to join us as a Product Owner on the ConnectWealth team will be focused on creating a holistic advisor and client experience that delivers advice in a single and scalable integrated wealth platform.

As a product owner, our team will define the strategy and capability of ConnectWealth across the platform's Portfolio Construction, Trading and Implementation area products. The team will partner closely with key product areas across the firm, including our Technology and Digital teams, to successfully execute the ConnectWealth platform strategy.

The group will partner across Wealth Management, including Business Leaders, Investors/Advisors, Portfolio Managers, Technology, Middle Office/Operations, Risk, Legal and Compliance to transform both the operating model and associated platform to support over $500Bn in discretionary and advisory assets while looking to save substantial expenses by eliminating legacy and redundant applications, platforms, processes all the while launching the new ConnectWealth product set and platform. The team will coordinate information, business requirements and infrastructure necessary to enable this implementation and business transformation.

This is a top priority change management and transformative program with strong senior leadership support and team with track record of successful delivery.

Across this work, the team has built AI tooling into the daily craft of product ownership — accelerating how requirements are articulated, decisions documented, stakeholders briefed, and the backlog kept sharp — at the scale and pace this transformation demands.

Job Responsibilities

Product Ownership

• Support the vision, strategy, op model, requirements, and development of "next gen" portfolio implementation and trade flow platforms as we roll out new managed account (UMA) products across advisory & discretionary channels across the US and eventually international regions.

• Manage discovery efforts to uncover solutions; integrate into product roadmap.

• Create business requirements that capture functional, design, and control/regulatory features in collaboration with stakeholders, including business management, design, technology, operations, legal, and compliance teams.

• Document verifiable requirements using AI (e.g.Cline/Claude) and Epic/Story format using JIRA.

• Support story refinement and grooming sessions with technology partners and business (including via AI generated Pull Requests in bitbucket / Claude)

• Help maintain a product backlog that enables development to support the overall strategic roadmap and value proposition.

• Partner with UAT testing teams to support acceptance criteria use cases and provide product support during testing phases.

• Support and participate in the design, development, testing, and implementation of requirements throughout their lifecycle to ensure quality and timely delivery.

• Support framework and track the product's key success metrics such as cost, feature and functionality, risk posture, and reliability.

• Apply AI to scale requirements articulation, discovery, and backlog refinement — without compromising quality, compliance, or regulatory rigor.

Strategic Leadership

• Help define and execute the product strategy for Wealth Management's platform, ensuring alignment with overall program goals and OKRs.

• Drive innovation and continuous improvement to enhance platform capabilities.

• Be a decision maker determining trade-offs based on known considerations.

• Opportunities to transform the operating model and platform to support substantial assets while eliminating legacy systems.

• Lead the use of AI across strategy formulation, operating model design, and continuous platform improvement.

Stakeholder Management

• Collaborate with leadership, steering committees, and cross-functional teams to align business and technology objectives.

• Manage stakeholder relationships and influence strategic decisions to support product development and delivery.

• Demonstrate team spirit and strong collaboration skills across functions and LOBs.

• Use AI to scale briefings, status updates, and decision documents for executive leadership and steering committees.

Product & Risk Management

• Manage delivery of product features and enhancements, ensuring quality and compliance across integrated systems.

• Ensure appropriate risk management and participate in governance initiatives to ensure the platform meets regulatory and business requirements.

• Ensure timely delivery across end-to-end project lifecycle.

• Use AI to maintain traceability across requirements, decisions, and delivery artifacts — surfacing quality, compliance, or governance gaps early in the lifecycle.

Required Qualifications, Skills and Capabilities

Product Management Experience

• 2+ years of experience in wealth management or financial services.

• Track record of successfully managing projects – highly desirable

• Experience with or in a product or project management role – highly desirable

Leadership Competencies

• Strong strategic vision and execution capability, with excellent communication skills.

• Ability to lead meetings and initiatives with cross-functional teams, fostering a collaborative and innovative work environment

• Strong issue resolution and problem-solving abilities.

Technical Skills

• Proficiency in Excel and PowerPoint.

• Experience in JIRA – desirable.

• Ability to leverage data and analytics to drive product decisions and improvements.

• Experience using AI tools is highly desirable.