Senior Vice President, Product Management
About This Role
The SVP, Head of Product Management, is a senior executive leader responsible for defining and executing the digital vision, product strategy, and end-to-end customer experience across a rapidly scaling financial services platform. This role oversees both consumer-facing financial products and professional-grade digital platforms serving registered investment advisors (RIAs) and broker-dealers.
The Head of Product leads all major digital initiatives, including trading, lending, deposit products, robo-advisory solutions, and professional workstations. This leader drives innovation through technology and data, partners closely with engineering and go-to-market teams, and builds high-performing product organizations that deliver secure, intuitive, and differentiated experiences for both retail customers and financial professionals.
This opportunity is with a high-growth U.S.-based bank that continues to expand its digital capabilities and market footprint.
Location Note: This role is 100% on-site in California. Candidates located outside the California area must be willing to relocate.
Responsibilities
Digital Strategy & Executive Leadership
Define and lead the enterprise-wide digital product strategy across consumer and securities platforms, ensuring initiatives are customer-centric and deliver measurable business value.
Anticipate and respond to competitive and market trends across fintech, wealth management, trading platforms, deposit products, lending, and robo-advisory services.
Champion a customer-first, digital-first, product-driven culture across the organization.
Ensure customer insights, feedback, and behavioral data are embedded into strategic decisions and long-term product roadmaps.
Product Vision, Strategy & Roadmap
Own the product vision and multi-year roadmap across consumer trading, lending, deposit products, robo-advisory offerings, and professional advisor workstations.
Align product development priorities with the needs of retail customers, financial advisors, and institutional partners.
Prioritize initiatives using data, analytics, competitive intelligence, regulatory considerations, and market demand.
Customer, Advisor & Professional Experience
Deliver secure, intuitive, and highly differentiated digital experiences across consumer, advisor, and broker-dealer platforms.
Lead the integration of advanced tools for RIAs and broker-dealers, including portfolio management, trade execution, compliance monitoring, and client reporting.
Enhance consumer trust, transparency, and financial literacy through thoughtful product design and feature development.
Embed a consistent, customer-centric approach across all digital products, with user needs and feedback at the core of every decision.
Digital Personalization & Marketing Partnership
Drive personalized digital experiences using data insights, behavioral analytics, and AI-driven recommendations.
Partner closely with digital marketing teams to align product capabilities with acquisition, engagement, and retention strategies.
Collaborate on customer segmentation, personalization initiatives, and targeted campaigns to increase adoption and satisfaction.
Continuously refine personalization strategies using performance analytics to ensure relevance and value across user segments.
Ensure tight integration between product and marketing to deliver a cohesive and seamless end-to-end customer journey.
Go-to-Market Strategy & Cross-Functional Collaboration
Partner with marketing, sales, and business leaders to define and execute go-to-market strategies across all digital products.
Align product launches, feature rollouts, and enhancements with marketing campaigns, sales enablement, and customer engagement plans.
Ensure GTM strategies incorporate customer insights, regulatory requirements, and core business objectives.
Track and measure launch performance, adjusting strategies based on results and feedback.
Foster strong, ongoing alignment between product, marketing, engineering, and business teams to drive adoption, revenue growth, and customer satisfaction.
Performance Metrics, Analytics & Data Leadership
Define, implement, and monitor KPIs across consumer and professional platforms, including adoption, engagement, retention, trading activity, lending and deposit performance, robo-advisory outcomes, and advisor productivity.
Establish executive-level dashboards and reporting to deliver actionable insights.
Use analytics to inform product decisions, prioritize development, and optimize user experience.
Set measurable goals for all digital initiatives and track progress against strategic objectives.
Promote a culture of data-driven decision-making across product, engineering, and marketing teams.
Growth, Innovation & Market Differentiation
Drive sustained adoption, engagement, and retention across both retail and institutional channels.
Identify and develop strategic partnerships with fintechs, custodians, and technology providers as appropriate.
Position the platform competitively against fintech disruptors, trading platforms, robo-advisors, deposit providers, and advisor workstation solutions.
Leadership & Organizational Development
Directly manage senior product leaders and user experience design teams.
Build and scale high-performing product organizations serving both B2C consumers and B2B financial professionals.
Mentor leaders and teams to embrace experimentation, rapid iteration, and continuous innovation.
Report platform strategy, progress, risks, and growth opportunities to executive leadership and the board.
Partner with engineering and delivery teams to evolve operating models from project-based execution to a true product-centric approach.
Qualifications
Bachelor’s degree in Business, Engineering, or a related field; MBA preferred.
10+ years of experience in product management, including at least 5 years in senior leadership roles.
Proven ability to lead complex, cross-functional initiatives at scale.
Strong strategic thinking, communication, and stakeholder management skills.
Deep understanding of modern product development methodologies and lifecycle management.
Demonstrated market insight and ability to translate customer needs into successful products.
Personal Attributes
Innovative: Brings creativity and forward-thinking to complex challenges.
Analytical: Highly data-driven with strong problem-solving skills.
Collaborative: Trusted partner with exceptional interpersonal and leadership capabilities.
