Lead growth, enhancement, and maintenance of the advisory platform (including trading, proposals, billing, compliance, reporting, and integrations). Design and implement new features, translate product strategy into platform configurations, manage testing and rollouts, document requirements, partner with vendors, troubleshoot complex issues, and serve as the subject matter expert and advisor-facing coach for platform functionality.

Lead product vision, roadmapping, and experimentation for innovation programs. Define KPIs, validate solutions with research and data, manage cross-functional stakeholders, and communicate executive-level recommendations while facilitating agile delivery.

Lead a team of product managers in developing and implementing technology solutions for wealth management, aligning business goals with technology initiatives, and fostering collaboration across teams.