Private Bank, Margin Digital Experience, Product Manager, Executive Director

What you'll do

• Set the multi-year vision and roadmap for Margin digital capabilities to drive measurable business outcomes.
• Identify high-value problems using client feedback, data analysis, and competitive insights to shape product solutions.
• Lead the migration of legacy margin experiences onto modern, componentized digital platforms.
• Integrate margin features into the broader USPB digital ecosystem using consistent design patterns and services.
• Embed AI capabilities into the margin experience to improve advisor decision-making and workflow efficiency.
• Conduct AI-led product discovery to accelerate the transition from initial ideas to engineer-ready delivery.
• Partner with Technology and Design teams to develop feasible solutions and manage product trade-offs.
• Ensure all digital capabilities comply with credit risk appetite and regulatory requirements like Reg T/U and FINRA.

What we're looking for

• 10+ years of experience in product management.
• Experience in financial services, wealth, or lending digital products.
• Working knowledge of securities-based lending and margin mechanics with depth in digital product delivery.
• Proven track record modernizing legacy advisor or client experiences onto modern digital platforms.
• Strong product discovery skills to synthesize feedback, data, and market analysis into a clear point of view.
• Hands-on experience embedding AI into product discovery and product experiences.
• Demonstrated ability to partner with Technology and Design to deliver complex digital products.
• Experience delivering regulated digital products with strong risk partnership and influencing senior stakeholders.
• Experience serving UHNW clients and the advisors who support them (preferred).
• Familiarity with modern advisor and client digital platforms in a wealth management context (preferred).
• Exposure to agentic product development and modern AI-enabled discovery methods (preferred).