Head of AI Product

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Full Time Professional Cary, NC, US

2 days ago Requisition

Head of AI Product

About BetaNXT

BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions and enhanced advisor and investor experiences. BetaNXT combines the capabilities of Trading & Settlement, Asset Movement, Investor Communications and Data and AI Services to provide technology, data and operations services across the investment lifecycle.

Role overview

BetaNXT is seeking a Head of AI Product to join its Product Management leadership team and translate the company’s enterprise AI strategy into differentiated, scalable and commercially successful product capabilities delivered through DataXChange and Insight

X. Reporting to the Chief Product Officer, this individual sits as a peer to BetaNXT's current Product Management leadership team, spanning Trading and Settlement, Asset Servicing, Investment Platforms, Operations Platforms, Data Services, Pooled Asset Solutions and Partnerships, co-owns the integrated product roadmap with them, and works closely with the executive leading AI strategy, technology, sales, finance, legal, risk and marketing.

The role owns product discovery, roadmap development, product requirements, commercial readiness, launch planning, adoption and performance measurement for AI capabilities across the four-layer platform: the governed data foundation, business-layer domain packs, the semantic layer and the agentic decision layer. The Head of AI Product will partner with technology leaders to convert product priorities into feasible delivery plans, coordinate with Product Management peers so AI capabilities land inside their existing roadmaps rather than as a parallel track, and establish a repeatable path from innovation and client pilots into governed production products.

Role information

Role information

Definition

Function

Product Management

Level

Senior product leadership, non-executive

Reports to

Chief Product Officer

Location

New York, NY or North Carolina, with travel as required

Scope

Client-facing AI capabilities embedded within the current Product Management roadmaps (Trading and Settlement, Asset Servicing, Investment Platforms, Operations Platforms, Data Services, Pooled Asset Solutions and Partnerships), delivered as InsightX and DataXChange

Works within Product Management alongside

The current Product Management leadership team, the heads of Trading and Settlement, Asset Servicing, Investment Platforms, Operations Platforms, Data Services, Pooled Asset Solutions and Partnerships, plus the executive leading AI strategy

Key responsibilities

• Portfolio and roadmap. Jointly maintain, with the current Product Management leadership team (Trading and Settlement, Asset Servicing, Investment Platforms, Operations Platforms, Data Services, Pooled Asset Solutions and Partnerships), an integrated AI product portfolio and 12 to 18 month roadmap covering DataXChange, InsightX (Compass, Data Studio, Solutions Hub), Val and other approved embedded or stand-alone AI capabilities, sequenced against each suite's own roadmap rather than planned in isolation.
• Product discovery and definition. Run discovery outside-in: start from market problems and buyer/user personas, not internal feature requests. Validate market problems through structured voice-of-customer interviews and win/loss analysis before writing requirements. Define target users and jobs to be done, establish product charters, translate validated market problems into requirements and acceptance criteria, and make clear prioritization recommendations grounded in market evidence rather than the loudest internal or client voice.
• Market-driven prioritization. Apply an outside-in product management discipline (Pragmatic Marketing Framework or equivalent) across the AI portfolio: maintain a current market and competitive landscape view, document distinctive competence for InsightX and DataXChange against competitors, and require a documented market problem and business case before any capability enters the roadmap.
• Delivery partnership. Work with the CTO, engineering leaders, architects and delivery teams to create realistic plans, manage dependencies, make trade-offs and maintain transparent release commitments.
• Commercialization. Develop packaging and pricing recommendations, positioning and messaging tied to validated market problems, business cases, implementation models, sales tools and buyer-facing enablement (battle cards, demo scripts, objection handling), launch plans and product-level commercial metrics in partnership with Finance, Sales and Marketing.
• Adoption and performance. Define and monitor product usage, adoption, client outcomes, service quality and financial performance. Use data and client feedback to refine priorities and improve product value.
• Cross-suite product…