Vice President - Product Delivery - Managed Solutions

Overview

Shape the future of wealth management by joining our dynamic team as Vice President of Product Delivery. Make your mark by leading high-impact product initiatives and collaborating with senior stakeholders to deliver exceptional value to our clients. Unlock your potential in a role that emphasizes strategic vision, compliance, and continuous improvement. Be at the heart of innovation and help us achieve our long-term goals.

Job Summary

As a Vice President of Product Delivery within Wealth Management, you will lead the development and execution of innovative solutions that align with our strategic business objectives and regulatory requirements. You will collaborate with Product Owners, Financial Advisors, Operations, Technology, and Compliance teams to ensure seamless delivery of high-impact projects. In this role, you will drive research and analysis to inform decision-making, proactively identify and mitigate risks, and mentor junior team members. Your leadership will foster a culture of excellence and continuous improvement, advancing our mission and delivering exceptional value to clients.

Job Responsibilities

• Oversee the planning, execution, and completion of wealth management solutions, ensuring alignment with strategic business objectives.
• Develop and maintain detailed project plans, track milestones, and ensure all deliverables are met within specified deadlines.
• Proactively identify potential risks and develop robust mitigation strategies to ensure successful project completion.
• Conduct in-depth research and analysis to support product development and enhancements, providing actionable insights for strategic decisions.
• Collaborate with the compliance team to review solution features and documentation, ensuring products meet regulatory requirements and governance standards.
• Work closely with Product Owners, Financial Advisors, Operations, Technology, and Compliance officers to facilitate seamless project execution.
• Utilize research insights to empower the team to make informed, data-driven decisions and stay ahead of industry trends.
• Mentor and guide junior team members, fostering a culture of excellence and continuous improvement.
• Create and maintain comprehensive project documentation, including status reports, risk assessments, and post-project evaluations.
• Gather and analyze feedback from clients and advisors to continuously improve products and services.
• Resolve product-related issues and improve operational processes through critical thinking and innovative solutions.

Required Qualifications, Capabilities, and Skills

Preferred Qualifications, Capabilities, and Skills

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