Head of Product - Agentic Access, Entitlements and Reference Data

Context

We're seeking an experienced product leader to join as Head of Product — Agentic Access, Entitlements & Reference Data, accountable for a single reusable set of entitlement and information-security components applied consistently everywhere data or insight is surfaced and for setting what the reference and product definitions those components act on must carry for entitlement and eligibility to be applied.

Domain leads own the definitions of their own products, and this role does not displace that. It adds accountability for specifying what those definitions must carry for entitlement and eligibility to be applied to them, so an entitlement decision is made the same way wherever it is asked. You will also be accountable for the outcomes linked to the wealth transformation pillar overseeing wealth products & platform.

This role directly supports the delivery of the Wealth Transformation Programme, our multi-year agenda to reimagine wealth for tomorrow by establishing proactive digital assistance leveraging the latest agentic capabilities, liberating our frontline from legacy complexity so they can effortlessly help clients achieve their wealth goals. The commercial ambition behind it is significant: growing wealth balances 38% to $2.2trn by 2030, fee income at an 11% CAGR to $15bn, net new money at a 9% CAGR, and lifting Premier Wealth penetration by 11 percentage points to 45%.

The programme is organised as six pillars, spanning segmentation and proposition, brand and marketing, RM commercialisation, seamless client journeys, wealth products and platform, and data and AI.

• The full product shelf available by way of agentic enablement to both relationship managers and clients, on one aligned view of what may be sold, where, and to whom
• Tailored recommendations that are eligible and suitable by construction
• Agentic advice and execution able to act on a client's behalf within a permission model that can be evidenced and audited
• Curated wealth insights delivered to clients across channels, tailored to the product and the person receiving them
• Client and colleague information shared only with those entitled to see it, consistently across every channel, market and agent
• Auditability and traceability across who saw what, who acted on what, and under whose authority
• Every component instrumented, so adoption is measured rather than assumed and each release is shaped by how the last one was actually used

• Hold the vision, roadmap, prioritisation and acceptance for entitlement components that decide what information or insight a given user may see or act on
• Require this service to be readily reusable to prevent each product or channel requiring duplicate access logic where appropriate
• Set the permission model across internal user, client and agent, including the delegated authority, revocation and audit
• Define cross-border rules and who may receive which insight in which market, working with the technology leads who implement them
• Define the management view of entitlements so reporting is safe by construction
• Own the backlog for the entitlement and reference data services and sequence it into increments that deliver usable capability at each release

• Specify what entitlement and eligibility require from reference and product data
• Express eligibility and suitability as data rather than process, so a recommendation engine can read them directly
• Consume one aligned set of reference and product definitions rather than maintaining a separate set, working with the business data accountability that owns them
• Ensure the same entitlement decision is reached wherever…