Project Manager, Digital Client & Advisor Experience - #1123003

We are seeking a Project Manager for the Digital Client & Advisor Experience work stream, a pivotal role within our digital transformation program. This individual will be the voice of the client and the advisor, responsible for architecting and delivering the digital app and interface that will become the primary face of the firm’s Wealth Management business.

Your mandate goes beyond aesthetics. You will build a powerful digital engine with logical, intuitive, and robust functionalities for trading, advisory, discretionary portfolio management, and DIY services. A key initial deliverable will be the implementation of a secure and seamless multi-factor authentication (MFA) framework.

The ideal candidate is a strategic product leader with a deep understanding of the wealth management digital footprint. You must bridge two worlds: articulating the needs of our advisors and their clients, while executing on the firm's strategic value proposition. Experience with AI-driven solutions and integrated platform design is highly valued.

Key Responsibilities

1. Digital Journey & Product Leadership:

• Own the end-to-end digital journey for both clients and advisors, from onboarding and authentication to trading, portfolio analysis, and receiving advice.

• Lead the design, development, and implementation of the client and advisor-facing digital applications, ensuring they are an "engine" of functionality, not just an interface.

• Spearhead the integration of multi-factor authentication (MFA) as a foundational element of the platform's security and user experience.

• Explore and incorporate AI-powered solutions (e.g., insights, alerts, portfolio suggestions) to create an intelligent and personalized user experience.

2. Cross-Functional Collaboration & Translation:

• Work seamlessly across Technology, Compliance, Risk, and the Business Management work stream to ensure the digital experience is feasible, compliant, and aligned with the core infrastructure build.

• "Speak the language" of our advisors, deeply understanding their workflows and client interaction models to design tools that truly empower them.

• Translate advisor and client feedback, alongside the firm's business strategy, into a compelling and coherent digital product vision and roadmap.

3. Team & Work Stream Management:

• Build and lead a dedicated team of product managers, UX/UI designers, and business analysts for this work stream.

• Define clear goals, responsibilities, and deliverables for your team, ensuring alignment with the overall program's milestone plan.

• Manage the backlog, prioritization, and execution for all client and advisor-facing features.

Qualifications & Experience

• 8+ years of experience in digital product management, digital strategy, or transformation leadership within wealth management or private banking.

• Proven track record of leading the end-to-end delivery of a wealth management mobile app or advisor platform with complex functionalities (trading, portfolios, advice).

• Direct experience with implementing security features like Multi-Factor Authentication (MFA) in a financial services context.

• Deep understanding of the complete digital wealth management journey and competitive landscape.

• Experience working with AI/ML concepts and their practical application in financial digital products is a significant advantage.

• Demonstrated experience in building, mentoring, and leading high-performing product or digital teams.

Competencies & Personal Attributes

• Strategic Product Thinker: You see the digital experience as a core business driver and a product that must deliver tangible value.

• User-Centric "Translator": You effortlessly empathize with both end-clients and advisors, translating their needs into technical requirements and vice-versa.

• Cross-Functional Influencer: You build trust and drive consensus across different functions without direct authority.

• Execution-Focused Leader: You are obsessed with shipping high-quality, secure, and functional digital products that users love.

• Business-Minded: You understand that a great UI must be supported by a logical "engine" that enables business flows and delivers on the firm's value proposition.