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VP, Product - Advisor​/WealthTech & Private Markets

Job in Atlanta, Fulton County, Georgia, 30383, USA
Listing for: BIP Ventures
Full Time position
Listed on 2026-05-27
Job specializations:
  • IT/Tech
  • Business
Job Description & How to Apply Below
Position: VP, Product - Advisor / Wealth Tech & Private Markets

About the Opportunity

BIP Capital is building a next-generation technology platform at the intersection of wealth management and private markets. The platform is designed to deliver innovative, data-driven solutions that provide advisors and investors with seamless access to sophisticated investment strategies across private equity, venture capital, and private credit.

Vice President, Product to lead product strategy and execution across this platform. This leader will play a critical role in defining the product vision, building scalable solutions, and translating market opportunity into a differentiated roadmap. The ideal candidate will bring a strong balance of strategic thinking, customer insight, and executional leadership within complex financial services and technology environments.

Role Overview

The VP, Product will own the end-to-end product lifecycle, from strategy through execution, ensuring alignment between customer needs, market trends, and business objectives. This individual will bring a strong balance of voice-of-customer insight, industry awareness, and product discipline to shape a compelling and executable product roadmap.

Reporting to the CTO of BIP Capital, this role requires a builder mindset, with experience operating in startup or high-growth environments, and the ability to navigate complexity across financial services and technology of two distinct but interdependent organizations. The ideal candidate is equally effective at vision-setting and execution: comfortable creating structure where none exists, driving team-building and talent development, and leading change management across a fast-moving organization.

This individual engages directly with executive leadership, influences strategic decisions across organizational lines, and operates as a key thought partner at the highest levels of the enterprise.

Location: Atlanta, GA (Hybrid; expected regular in-office collaboration with leadership and functional teams)

Key Responsibilities Product Strategy & Vision
  • 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
Roadmap Development & Execution
  • 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
  • Lead the integration strategy for acquired platforms (M&A) and third-party systems to ensure a cohesive, scalable ecosystem
AI Product Strategy
  • 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
  • Serve as the technical product counterpart to BIP Capital's stakeholders, identifying and executing opportunities for scalable AI-driven solutions
  • Partner with the AI engineering team to align technical execution, product priorities, and business objectives
M&A Integration & RIA Onboarding
  • Own the product strategy for M&A-related integrations, translating each acquisition into a structured onboarding and operational integration plan
  • Build and maintain a repeatable RIA onboarding playbook covering advisor assimilation, data migration, systems integration and platform access
  • Anticipate and evaluate the technology needs of newly acquired RIA teams, incorporating integration requirements and enhancements into the product roadmap proactively
Customer & Market Insight
  • Serve as the voice of the customer — deeply understanding the needs of advisors and investors
  • Continuously assess the competitive landscape, fintech trends, and emerging technologies including advancements in AI
  • Incorporate market intelligence into product decisions to ensure ongoing relevance and differentiation
Cross-Fun…
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