VP, Product – Advisor, WealthTech & Private Markets

Responsibilities

• Define and drive the long-term product vision for the product platform
• Translate evolving wealth management and private market trends into actionable product strategies
• Synthesize customer needs, advisor workflows, and industry innovation into a clear product direction
• Incorporate emerging technologies, including AI/ML capabilities, into product strategy where they create meaningful differentiation
• Build and maintain a prioritized, outcome-driven product roadmap balancing near‑term delivery with long‑term platform scalability
• Partner closely with engineering, design, and business stakeholders to deliver high‑impact solutions
• Establish and apply a build‑vs‑buy decision framework across the product portfolio
• Own the product roadmap for BIP Wealth’s AI integration platform and related internal AI initiatives
• Drive AI‑enabled enhancements across internal products and operational workflows
• Own the product strategy for M&A‑related integrations, translating each acquisition into a structured onboarding and operational integration plan
• Serve as the voice of the customer — deeply understanding the needs of advisors and investors
• Lead cross‑functional collaboration across technology, investment, and advisory teams
• Establish product KPIs and success metrics tied to adoption, engagement, and business outcomes
• Champion the use of modern product tools, including AI‑enabled workflows, to improve speed, insight, and execution

• 10+ years in product management, with progression into senior leadership (Director/VP level)
• Proven experience in financial services (wealth management, asset management, fintech, or related)
• Demonstrated success building and scaling products in a startup or high‑growth environment
• Experience leading products that incorporate or leverage AI/ML capabilities in a meaningful way
• Experience managing complex system integrations, including M&A-related platform integration and third‑party vendors
• Strong track record of delivering customer‑centric products with measurable impact
• Ability to balance customer insight, market trends, and business strategy into a cohesive roadmap
• Strong product judgment and prioritization skills in ambiguous, fast‑moving environments
• Executive presence and comfort engaging, influencing, and communicating with senior leadership
• Experience working closely with engineering teams to deliver complex, integrated platforms
• Fluency in modern product tools and data environments, including AI‑enabled capabilities
• Experience in private markets, alternatives, or advisor technology ecosystems (preferred)
• Background supporting RIAs, high‑net‑worth clients, or investment platforms (preferred)
• Prior experience at a firm that grew through acquisition or rapid inorganic expansion (preferred)
• Bachelor's degree in Finance, Accounting, Economics, Math, or a related field (MBA preferred)