Wealth Management - Vice President, Self-Directed Investing Client

Join our global team as a visionary product leader dedicated to enhancing the Self-Directed Investing experience for affluent clients. You will play a pivotal role in shaping the future of client benefits, driving innovation, and delivering high-quality experiences that resonate with our clients.

As a VP in the Self-Directed Investing business, you will lead efforts to understand affluent client needs, inform new feature development, and create new benefits in partnership with wealth management teams and cross-functional teams across the company. Your work will drive awareness of existing relevant benefits for SDI clients, ensuring they are informed and empowered to grow their wealth.

• Lead the development of new client benefits by collaborating with wealth management teams and cross-functional partners.
• Conduct research and discovery sessions to understand affluent client needs and inform new feature development.
• Develop and scope new benefits, ensuring alignment with client needs and business goals.
• Create experiences that drive awareness of existing benefits for SDI clients, leveraging digital channels and communication strategies.
• Collaborate with design, engineering, and analytics teams to deliver high-quality experiences that exceed client expectations.
• Facilitate decision-making and prioritize initiatives to optimize client benefits and experiences.
• Present work and communicate status and key decisions clearly and frequently to stakeholders.

• 7+ years of experience in product development, with a focus on client benefits and digital experiences.
• Strong understanding of affluent client needs and experience in the self-directed investing or wealth management industry.
• Proven ability to lead cross-functional teams and drive innovation in a global organization.
• Excellent communication and presentation skills, with the ability to influence and partner effectively across teams.
• Commitment to delivering high-quality experiences and driving client awareness and engagement.