Wealth Custody & Clearing - Product VP

Overview

Who we are looking for

Wealth Custody and Clearing is seeking a Vice President of Product Management to drive the global product buildout for our introducing broker-dealer and wealth custody platform. This Vice President will be responsible for end-to-end product ownership—including design, development, third-party integrations, and ongoing enhancement of key platform capabilities. The ideal candidate will have deep experience across: account onboarding, cash management, transfers, trading, rebalancing, performance reporting, fee-billing, clearing, and third-party integrations, with a proven track record of launching and scaling innovative wealth and custody solutions across multiple markets.

A strong background in leveraging AI to drive product innovation and operational efficiency is essential. This role reports to Wealth Custody and Clearing, Managing Director of Product Management & Strategy and will be based in Boston, MA, Austin, TX, Irvine, CA, Sacramento, CA or another strategic global location.

Why this role is important to us

As Wealth Custody and Clearing expands its global footprint, the Vice President of Product Management will own multiple components of our overall product roadmap. This leader will ensure our platform delivers differentiated value to clients, supports seamless integration with third-party providers, and remains at the forefront of digital and AI-driven transformation. The role is critical to our ability to compete globally, deliver exceptional client experiences, and maintain operational and regulatory excellence.

• Own the end-to-end product lifecycle for multiple components of the wealth custody and clearing platform, from ideation and design through launch, enhancement, and sunset.
• Support the buildout of new product capabilities, examples include trading, rebalancing, account onboarding, cash management, performance reporting, fee-billing, and advisor/client-facing tools.
• Drive the integration of third-party solutions, APIs, and fintech partnerships to expand platform capabilities and accelerate time-to-market.
• Champion the adoption of AI and advanced analytics to enhance product features, automate workflows, and optimize client and advisor experiences.
• Work closely with internal engineering teams to prioritize product features, manage development sprints, and ensure alignment between product vision and technical execution.
• Manage third-party product roadmaps, collaborating with external partners to ensure deliverables are aligned, delivered on time, and within budget.
• Collaborate with technology, operations, compliance, and business development teams to deliver scalable, secure, and compliant solutions.
• Monitor industry trends, competitive landscape, and regulatory developments to ensure our platform remains innovative and differentiated.
• Engage with clients, advisors, and partners to gather feedback, validate product concepts, and drive continuous improvement.
• Prepare presentations for executive leadership, boards, and external stakeholders on product vision, strategy, and performance.
• Foster a culture of innovation, agility, and accountability within the product organization.

• Deep expertise in product management for wealth custody, clearing, trading, and digital wealth platforms.
• Global perspective and experience managing products across multiple markets and regulatory environments.
• Strategic thinker with strong execution skills and the ability to lead cross-functional teams.
• Excellent communication and stakeholder management skills.
• Digital-forward mindset and passion for transforming the wealth management industry.

• Undergraduate degree required; graduate degree preferred.
• 7–10+ years of related experience, including 5+ years in product leadership roles.
• Demonstrated experience building and managing global wealth and custody products.

Salary Range: $110,000 - $207,500 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Employees are eligible to…