AVP, AI Product Manager

Job Overview

The Assistant Vice President, Advisor AI Solutions will lead product management for a portfolio of advisor‑facing AI experiences within the AI Business Solutions (ABS) team—the product management and business impact arm of the Chief Data & Artificial Intelligence Organization. Reporting to the VP of AI Business Solutions, this role owns the end‑to‑end product development lifecycle for key advisor‑facing AI capabilities, from opportunity framing and solution validation through pilot delivery, commercialization, and scaled adoption.

The AVP will define and deliver advisor chat and agentic AI experiences, evaluate and orchestrate third‑party AI products, and ensure AI capabilities drive measurable business impact aligned to enterprise OKRs. The role operates in a four‑in‑a‑box model with Technology, Business, and Operations & Risk co‑designing product definitions for engineering implementation s hybrid role requires onsite presence in Fort Mill, SC, San Diego, CA, or NYC at least three days per week.

• Define product vision and roadmap for key advisor‑facing AI capabilities spanning prospecting, planning, investment management, client service, or practice management.
• Translate advisor workflow friction into AI‑powered solutions that reduce manual effort, improve advisor experience, and enhance client outcomes.
• Deliver production‑grade AI capabilities with defined success metrics and adoption plans.

• Lead disciplined experimentation from hypothesis through pilot validation.
• Establish measurable success criteria (time savings, quality lift, revenue impact) before scaling.
• Develop commercialization plans for successful pilots and manage phased rollout to enterprise adoption.

• Apply documented build‑vs‑buy‑vs‑rent frameworks to evaluate internal vs. external AI capabilities.
• Conduct market, competitive, and capability assessments of potential vendor partners.
• Partner with Technology and Risk to integrate third‑party AI solutions under enterprise guardrails.

• Co‑develop product definitions including product requirements, user stories, data contracts, signal definitions, and model evaluation criteria.
• Ensure clean handoff for scalable engineering implementation.

• Ensure all AI products meet compliance, legal, risk, and regulatory requirements before deployment.

• Own rollout strategy, training integration, and advisor enablement materials.
• Partner with field leadership to drive sustained adoption.
• Track realized benefits against forecasted business case.

• Maintain benefits ledger and KPI dashboards.
• Measure effect sizes, manual work reduction, and revenue/NPS impact.
• Establish feedback loops to continuously optimize AI performance.

• Bachelor’s degree in Business, Computer Science, Information Systems, or related field (Master’s preferred).
• 3+ years of product management experience, preferably with AI/ML or Generative AI products in production.
• 3+ years of experience defining KPIs and measuring business impact of AI initiatives.
• 3+ years partnering with Engineering and Data Science in regulated environments.

• Ability to define clear roadmaps tied to OKRs and deliver measurable outcomes.
• Experience managing full product lifecycle in enterprise environments.

• Hands‑on familiarity with copilot and chat‑based experiences, agentic systems, monitoring, and evaluation frameworks.

• Ability to translate technical concepts into business value.
• Strong written and executive communication skills.

• Ability to influence without authority and deliver results in a four‑in‑a‑box operating model.

• Wealth management or advisor platform experience.
• Prior experience deploying AI within FINRA/SEC‑regulated environments.
• Strong financial acumen and ability to build business cases and track ROI.
• Experience driving field adoption and change management at scale.

$ – $. Actual base salary varies based on relevant skill, prior experience, education, internal peer comparators, performance, and geographic location.

Principals only. EOE.