Senior Product Manager - Controls & AI Transformation, Trusts & Estates, VP

Role Summary

We are seeking an experienced Product Manager with a strong Controls background to lead AI-enabled product transformation within the Trusts & Estates business.

This is an individual contributor (IC) role- who brings awareness to and manages risk in the business.

This individual will own product strategy and end-to-end delivery while partnering closely with Controls, Legal/Compliance, Operations, Technology, Data/AI teams, and senior business stakeholders.

The successful candidate will modernize and transform Trusts and Estates Controls while embedding robust governance, auditability, and risk management by design.

Key Responsibilities


* Set product vision and strategy for AI transformation in Trusts & Estates Controls.


* Own the roadmap and prioritization, translating business goals, regulatory obligations, and risk appetite into sequenced delivery plans (12-24 months) with clear outcomes and KPIs.


* Lead discovery and define requirements: customer/user journeys, problem statements, use-case intake, value sizing, control impact assessment, and success metrics.


* Embed controls into product design: governance workflows, approvals, audit trails, evidence capture, access controls, data handling requirements, and change management readiness.


* Partner with engineering and data teams to deliver scalable, secure, and observable AI capabilities (e.g., retrieval/search over approved content, workflow automation, decision-support, quality checks).


* Drive stakeholder alignment and decision-making across business, Controls, Compliance, Legal, Risk, Operations, and Technology; manage trade-offs transparently.


* Own delivery execution using agile product practices: epics/user stories, acceptance criteria, release planning, dependency/risk management, and post-release measurement.


* Champion responsible AI adoption: monitoring/feedback loops, human-in-the-loop controls where needed, and clear user guidance to reduce operational and conduct risk.


* Enable adoption and change: training, communications, support readiness, and continuous improvement based on usage and control outcomes.

Required Qualifications


* 8+ years of product management experience (or equivalent experience owning complex platforms/workflows end-to-end).


* Demonstrated experience in a controls-heavy banking environment (e.g., Risk & Controls, Compliance, Audit, Operational Risk, governance, QA).


* Proven track record delivering AI/automation/analytics products in production (not just pilots), with measurable business impact.


* Strong knowledge of regulated process design: documentation standards, audit readiness, approvals, and evidence capture.


* Exceptional stakeholder management and executive communication; ability to influence without authority.


* Strong analytical and strategic skills: value sizing, prioritization frameworks, KPI/OKR design, and data-driven decisioning.

Preferred Qualifications...