Wealth Management - Executive Director, Head Product Owner Digital Client Experience Platforms (Mumbai)

Overview

Executive Director leading the Head Product Owner team for Digital Client Experience Platforms within Wealth Management Platforms, serving as escalation point to the team and US-based Platforms partners and managing a team of 30+ FTEs.

What you'll do

• Develop and articulate a clear vision and strategy for digital client experience platforms aligned with self-directed and Advised business goals.
• Ensure the product roadmap enhances the digital client journey and supports business objectives.
• Lead and nurture a team of product owners focused on digital platforms.
• Promote a culture of innovation and continuous improvement, encouraging team members to stay ahead of digital trends and client expectations.
• Serve as the primary point of contact between the product team and key stakeholders, including technology, marketing, and customer service departments.
• Ensure stakeholder feedback is integrated into the product development process to enhance client experiences.
• Oversee the development lifecycle of digital platforms, ensuring timely delivery of features across all WM Client channels and maintaining high standards of quality and usability.
• Guide the team in prioritizing features that enhance digital client interactions and manage the product backlog.
• Continuously monitor digital trends, competitor offerings, and client feedback to inform product decisions.
• Establish and track KPIs specific to digital client engagement and satisfaction, and report on performance to stakeholders.
• Identify and mitigate risks associated with digital platform development, ensuring compliance with industry regulations and standards, and safeguard client data and platform integrity.
• Oversee the budget for digital platform development, ensuring efficient allocation of resources.
• Foster a culture of innovation within the team, encouraging exploration of new technologies and methodologies.

What you'll need

• Minimum Bachelor's degree in finance, economics, technology or related field, or an equivalent combination of training and experience.
• Minimum 17+ years of relevant Product Owner experience.
• Minimum 7+ years of people management experience, including senior team members and officers.
• Minimum 10+ years' experience in financial services / program management.
• Experience partnering with various internal groups and stakeholders across different regions.
• Strong experience of business processes.
• Experience with Agile methodologies, delivery practices and reporting.
• Exceptional stakeholder management skills, able to build, report and trust globally.
• Excellent communication skills.
• Exceptional people manager and culture-setter with proven team skills in building and scaling big teams.
• Strong sense of accountability and relationship building.
• Self-starter with excellent problem-solving and analytical skills, distinctive thought leadership, and ability to handle several tasks concurrently under tight deadlines.
• Superior active listening, research/investigative, communication (verbal and written) and presentation skills, tailored for different audiences.
• Ability to think laterally, convey big-picture understanding, and identify risks, quality issues, trends, and remediations when working with technology and business stakeholders.
• Proficient with Microsoft Office (Word, Excel and PowerPoint).

Nice to have

• Past hands-on experience in Portfolio Analytics.
• Deeper understanding of domain: client onboarding, planning, advice, lending, financials.
• Experience in GenAI.

Details

• Location: Mumbai, Maharashtra, India.
• Reports into Head of WM Platforms, India.