Asset & Wealth Management - Digital and Data Transformation - Product Director - Executive Director / Managing Director
Senior Product Owner (Executive Director / Managing Director) – Digital Client Experience & Process Transformation
Role Summary
The International Private Bank Digital & Data Transformation team (DDT) is seeking a Senior Product Owner (ED/MD) to help lead the Digital Client Experience across various client-facing products and channels, while driving the transformation required to deliver that experience through front-to-back process re-engineering.
This role is accountable for ensuring business priorities, objectives, and key results (OKRs) are achieved through digital enablement and the re-design and execution of end-to-end processes, supported by the right governance, controls, and approval pathways in partnership with senior stakeholders across Business, Technology, Design, Data/Analytics, Operations, and Control functions (Risk, Compliance, Legal, Privacy, etc.).
Job Responsibilities
- Partner with the Head of Digital Client Experience to help define the end-to-end digital client experience strategy and roadmap across front-, middle-, and back-office touchpoints.
- Define, monitor, and report success metrics across the client journey; use performance insights to continuously refine prioritization and roadmap decisions.
- Partner with Business stakeholders to identify priority problems/opportunities and facilitate OKR-driven prioritization and investment decisions.
- Drive cross-functional execution across Product, Design, Engineering, Data/Analytics, Operations, and Control partners; actively manage priorities, trade-offs, dependencies, and delivery risks.
- Drive the responsible embedding of AI into client-facing products and the product development lifecycle (use-case identification, experimentation, controls, rollout, and ongoing performance monitoring).
- Partner with product teams across the wider DDT organization to ensure coordination and seamless end-to-end processes and experiences across Client, Advisor, and Service personas.
- Lead governance routines including executive updates, decision forums, issue/risk management, and release readiness, ensuring transparency and timely decision-making.
- Ensure solutions meet firm standards for risk, compliance, privacy, and operational resiliency, partnering closely with Legal, Risk, Compliance, Privacy, and other control stakeholders.
- Champion a client-centric and continuous improvement culture, incorporating feedback loops from advisors, client service teams, and end users to improve experience and outcomes.
- Manage and develop a team of experienced Product Owners across multiple geographies, providing direction, coaching, and consistent delivery standards.
- Communicate and present to Senior Management and Front Office stakeholders, and engage with clients as needed to showcase digital capabilities, roadmap direction, and delivered outcomes.
Required Qualifications, Capabilities and Skills
- Demonstrated ability to set strategy and direction with an innovation mindset—anticipating where client needs and digital experiences are heading, not only improving what exists today.
- Proven track record of creating and scaling high-quality, innovative digital solutions and client experiences, with measurable adoption and business impact.
- Demonstrated strategic thinking, future-focused problem-solving, and creativity in solution design, spanning not only client-facing journeys but the full front-to-back processes of a Private Bank—able to challenge legacy approaches and reimagine workflows to unlock step-change outcomes.
- Strong financial services background, with experience delivering in a regulated environment.
- Strong point of view on how AI will change the digital client experience, and how to translate that into a practical product strategy and roadmap.
- Strong experience operating across international jurisdictions and platforms, including delivery across multiple geographies and stakeholder groups.
- Strong understanding of key regulatory risks and concepts impacting digital experiences and process design (e.g., Suitability, Cross-Border, AML/KYC) and how to embed them into delivery and controls.
- Strong understanding of LRCC expectations and operating model in an international digital landscape, with proven ability to navigate and secure required approvals (e.g., governance forums, reviews, sign-offs) to enable timely product delivery and change execution—including management of documentation, control requirements, auditability, and ongoing change control across jurisdictions.
- Deep functional knowledge of a complex digital client platform (e.g., mobile/web channels and supporting capabilities), including the ability to evolve existing features and introduce new ones.
- Demonstrated front-to-back knowledge, including how client-facing experiences map to operations, servicing, controls, and downstream processes.
- Demonstrated people leadership with experience managing large teams (~30–50 people) across multiple locations and time zones.
- Strategic communicator with the ability to clearly articulate vision, priorities, and trade-offs for senior stakeholders; strong executive presence and gravitas.
- Strong understanding of application and technical architecture and experience partnering effectively with technology teams to deliver at scale.