Digital Product Manager - Senior Associate
Core
Senior Product Manager driving digital client experience and AI-enabled tools for Private Bank advisors to improve prospecting, relationship development, and client acquisition.
Role type
Senior IC product manager (financial services)
Builds
AI-powered CRM features, lead scoring, next-best-action recommendations, and digital client experience tools for Private Bank advisors
Domain
Financial services / Wealth management / Private Banking
Deliverable
product features
Required skills
Product strategy, requirements translation, backlog prioritization, data analysis, workflow design, stakeholder management, AI use case definition, KPI tracking, change management
Preferred skills
Private Bank advisor experience, high-net-worth client engagement, Agile product development, digital adoption expertise, responsible AI application
Technologies
AI, CRM, Analytics, Data Science
