Partner closely with business stakeholders, internal operations, vendors, and technology teams to align goals and priorities, provide vision for PI events and backlog management, and deliver on project commitments.
Support the execution of strategic initiatives by contributing to program governance structures that promote stakeholder engagement, transparency, and effective product delivery.
Create and maintain Alternative Investments product roadmaps, execution plans, and performance metrics that support continuous learning and improvement of the Alts Connect platform, ensuring alignment with enterprise goals and delivering measurable outcomes that enhance advisor experience and operational efficiency.
Collaborate across the enterprise to maintain alignment on product vision, strategy, and performance against goals, applying critical thinking to enhance the value proposition of assigned products and programs.
Drive informed decision‑making by surfacing risks, trade‑offs, and recommendations, and escalating issues to appropriate leadership levels to enable timely resolution.

Bachelor’s degree in a related field; MBA or other advanced degree preferred.
7–10+ years of experience in product management, management consulting, investment management, or program and project management, ideally within financial services or FinTech.
7-10 years experience working in agile product development environments and partnering with cross‑functional teams to deliver complex initiatives.
5+ years experience influencing outcomes and driving execution without direct people management authority.
5+ years of experience with alternative investment products.

VP, Product Management – Advisory and Alternatives

Key skills