Senior Associate - Digital Product
On-siteNew York City, New York, United States or New York, United States
Job Summary
Drive product strategy and roadmap execution for the Private Bank digital client experience, translating advisor and leadership needs into requirements, user stories, and success criteria. Partner with design, technology, analytics, data science, and AI teams to deliver tools that improve prospect visibility, workflow efficiency, and conversion outcomes. Manage backlog prioritization and oversee end-to-end delivery from discovery through ongoing optimization. Explore AI-enabled capabilities such as lead scoring, next-best-action recommendations, and automated insights to enhance advisor productivity, while gathering feedback to ensure practical, explainable use cases. Conduct user interviews, journey mapping, and workflow reviews with advisors and bankers to define measurement frameworks for pipeline management and conversion rates.
Required Qualifications
- 3–5+ years of experience in product management, financial services, wealth management, banking, sales enablement, CRM, digital transformation, or related roles
- Strong understanding of the advisor or banker workflow, especially around prospecting, relationship development, pipeline management, and client acquisition
- Demonstrated interest in AI, data-driven decisioning, automation, or digital productivity tools
- Ability to translate business needs into clear product requirements and partner effectively with design, technology, analytics, data science, and business teams
- Strong analytical skills with comfort using data to assess performance, identify trends, and make product recommendations
- Excellent communication and stakeholder management skills
- Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced environment
Desired Qualifications
- Prior experience in client engagement or as a Private Bank advisor, banker, portfolio associate, client advisor, or member of a banking team
- Experience supporting high-net-worth or ultra-high-net-worth client segments
- Experience working in Agile product development environments
- Interest in emerging AI capabilities and how they can be responsibly applied to improve advisor workflows, sales effectiveness, and client acquisition
- Understanding of digital adoption, change management, and field enablement within a large financial institution
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