Vice President, Product Delivery Manager - Private Bank

Executive Summary

This Vice President role supports product delivery for the Private Bank's "Becoming a Client" journey with end-to-end accountability for delivering measurable outcomes across the onboarding lifecycle.

The VP will drive roadmap execution, release predictability, and controls-by-design delivery across the journey, holding delivery teams accountable for timing, quality, and realized client and advisor experience improvements.

The role aligns business, operations, technology, and controls stakeholders to improve client experience while meeting firm standards for KYC/AML, data privacy, and operational risk.

Success requires strong product delivery discipline, clear outcome measurement, and the ability to translate strategic intent into executable delivery plans across multiple delivery teams.

The VP leads a team (direct and/or matrixed) and enables partner teams to execute at pace by removing impediments, enforcing delivery rigor, and maintaining a clear line of sight from priorities to shipped product increments and realized outcomes.

The VP will establish modern product delivery practices and reusable artifacts (e.g., standardized ceremonies, integrated delivery plans, risk and control traceability, definition of done discipline, and automated reporting) and will coach teams to adopt AI-assisted workflows to accelerate product discovery and delivery artifacts (including requirements, user stories, prototyping, test assets, control evidence packaging, reporting, and operationalization), while maintaining quality, auditability and control integrity.

Key Responsibilities


* Own product delivery outcomes and the integrated delivery plan for the "Becoming a Client" journey, tying work to the product roadmap and planned releases with critical path dependency, capacity, decision, and transparency artifacts (e.g., documented decisions and traceability from commitments to shipped increments and outcomes).


* Drive trade-off decisions across scope, timing, capacity, and risk to protect committed releases and measurable outcomes.


* Establish and run a durable operating rhythm for quarterly planning and sprint and release execution, including health reviews, release predictability, structured burn-down of impediments, proactive escalation, and corrective re-planning when delivery is at risk.


* Set and run product delivery governance forums with clear ownership, decision rights, and escalation paths, providing exec-ready communications on progress, risks, dependencies, and release readiness.


* Orchestrate cross-product and cross-team dependencies across onboarding steps (pre-acceptance, due diligence, documentation, account opening, product enablement, and early-life servicing handoffs), ensuring sequencing, integration, and timely decisions across the end-to-end journey.


* Enforce delivery discipline and go-live readiness across teams, including backlog readiness, clear requirements and acceptance criteria, d...