Digital Product Manager (Client + Advisor Platforms, AI-enabled) - VP

Role summary

PB Digital is seeking a VP, Digital Product Manager to lead strategy and delivery of client- and advisor-facing digital platforms for the Private Bank.

This role is for a strong product leader who can take ideas from discovery to scaled delivery, and who can translate AI/ML capabilities into compliant, measurable outcomes that improve client experience and advisor productivity.

Key responsibilities


* Product strategy & roadmap
+ Own product vision, multi-quarter roadmap, and OKRs across client and advisor digital experiences.
+ Identify and prioritize opportunities across onboarding, servicing, insights, personalization, and digital engagement.


* AI-enabled product development
+ Define AI use cases and requirements (e.g., intelligent workflows, personalization, summarization, next-best-actions) and partner with AI/ML, data, and engineering teams to deliver.
+ Establish success metrics and monitoring approaches for AI features, including quality, performance, and user impact.


* End-to-end execution
+ Lead the full product lifecycle: discovery, requirements, MVP definition, delivery, launch, experimentation, and iteration.
+ Write crisp epics/features, define acceptance criteria, manage dependencies, and drive delivery across multiple teams.


* Cross-functional leadership
+ Partner with Design, Engineering, Data, Operations, Legal, Risk, Compliance, Controls, and Cyber to deliver secure, resilient experiences.
+ Align stakeholders, communicate tradeoffs, and drive decisions with senior partners.


* Client & advisor experience excellence
+ Ground decisions in user research and journey mapping; ensure solutions are intuitive, accessible, and measurable.
+ Define and track success metrics (adoption, engagement, task completion, cycle time reduction, defect rates, satisfaction measures).


* Governance, risk & operational readiness
+ Ensure features meet privacy, data handling, recordkeeping, model governance, and audit requirements.
+ Drive release readiness (training, communications, support model, incident/defect triage, telemetry).

Required qualifications


* 6+ years of digital product management experience with demonstrated ownership of roadmaps and outcomes.


* Experience shipping or scaling products that incorporate AI/ML (including GenAI), with an understanding of data readiness, evaluation, monitoring, and human-in-the-loop controls.


* Strong execution skills: prioritization, backlog management, release planning, and cross-team dependency management.


* Excellent written and verbal communication; ability to influence across senior stakeholders and matrixed teams.

Preferred qualifications (nice to have)


* Experience delivering products in wealth management, private banking, or other regulated financial services.


* Onboarding / KYC / account opening produc...