Sr. Director, Product Management, UHNW Platform
No longer listedThis position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Sr. Director, Product Management, UHNW Platform based in the United States.
This is an exciting opportunity to shape the future of a sophisticated platform serving ultra-high-net-worth clients with complex financial and family office needs. As a senior product leader, you will define the long-term product vision, roadmap, and user experience while partnering across business, operations, and technology teams to deliver scalable, high-impact solutions. You will play a critical role in modernizing workflows, improving advisor and client experiences, and driving platform adoption across a complex ecosystem. This position combines strategic leadership with hands-on product discovery and execution, making it ideal for someone who thrives in ambiguity, influences cross-functional stakeholders, and delivers measurable business outcomes through innovative product management.
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Sr. Director, Product Management, UHNW Platform based in the United States.
This is an exciting opportunity to shape the future of a sophisticated platform serving ultra-high-net-worth clients with complex financial and family office needs. As a senior product leader, you will define the long-term product vision, roadmap, and user experience while partnering across business, operations, and technology teams to deliver scalable, high-impact solutions. You will play a critical role in modernizing workflows, improving advisor and client experiences, and driving platform adoption across a complex ecosystem. This position combines strategic leadership with hands-on product discovery and execution, making it ideal for someone who thrives in ambiguity, influences cross-functional stakeholders, and delivers measurable business outcomes through innovative product management.
Accountabilities
- Define and lead the long-term product vision, strategy, and roadmap for a platform supporting ultra-high-net-worth and family office services.
- Translate business goals, client needs, and stakeholder feedback into prioritized product initiatives and scalable platform capabilities.
- Conduct product discovery by engaging directly with advisors, operational teams, and business stakeholders to understand workflows, identify pain points, and uncover improvement opportunities.
- Design and optimize end-to-end workflows that enhance operational efficiency, client experience, and advisor productivity.
- Develop clear product requirements, user stories, process documentation, and functional specifications for engineering and implementation teams.
- Collaborate with technology, architecture, operations, compliance, investment, and external partners to deliver integrated, scalable solutions.
- Manage and prioritize the product roadmap by balancing strategic objectives, business value, technical dependencies, and available resources.
- Drive platform adoption through enablement initiatives, performance measurement, and continuous optimization of new and existing capabilities.
- Lead cross-functional decision-making, influence stakeholders without direct authority, and ensure platform evolution aligns with long-term business strategy.
- Bachelor's degree required.
- Minimum 10 years of experience in product management, platform strategy, or a closely related leadership role.
- Demonstrated experience supporting ultra-high-net-worth (UHNW), family office, wealth management, or financial services environments.
- Proven success leading complex, enterprise-scale, multi-system platform initiatives across cross-functional organizations.
- Strong expertise in product strategy, product discovery, workflow design, business process analysis, and requirements gathering.
- Experience translating complex business challenges into scalable product solutions and technology roadmaps.
- Ability to balance strategic planning with hands-on product execution throughout the product lifecycle.
- Strong stakeholder management, communication, negotiation, and influence skills across executive and operational teams.
- Excellent analytical thinking and problem-solving abilities with a track record of navigating ambiguity and organizational complexity.
- Experience working with CRM platforms, portfolio management systems, client reporting tools, or similar enterprise technologies is preferred.
- Background in platform modernization, operating model transformation, or digital transformation initiatives is considered an advantage.
- Knowledge of emerging technologies and industry trends within wealth management and financial technology is highly desirable.
- Fully remote position within the United States.
- Competitive compensation package.
- Company-paid Basic Life and AD&D insurance.
- Company-paid Short-Term and Long-Term Disability insurance.
- Optional supplemental life, disability, accident, critical illness, and hospital indemnity coverage.
- Comprehensive medical plan options, including High Deductible Health Plans and traditional medical coverage.
- Health Savings Account (HSA) with employer contributions for eligible plans.
- Dental and vision insurance.
- Dependent Care Flexible Spending Account.
- Generous paid vacation and sick leave.
- Fourteen company-paid holidays, including an entire week off during Thanksgiving.
- Paid parental leave, maternity support, family medical leave, and adoption assistance reimbursement.
- Employee Assistance Program.
- Company-paid concierge services for family and caregiving support.
- 401(k) retirement plan with employer matching, Traditional, Roth, and after-tax contribution options.
- Pet insurance.
- Discounted access to personalized financial planning services.
- Company-provided technology for remote work and a flexible work environment.