Job DescriptionWhat is the opportunity?
This is a rare leadership role at the intersection of AI product management, domain-driven data architecture, and wealth management transformation. You will define and own the Data & AI product portfolio that powers Financial Advisor productivity, client intelligence, and revenue growth.
You will operate as a true Product Owner owning vision, roadmap and outcomes across:
• Data Products (domain-aligned, reusable, governed assets)
• AI Products (agentic workflows, predictive insights, copilots)
• Data Models (conceptual → logical → product-aligned implementations)
This role sits at the center of a modern Data & AI operating model-bridging Digital Experience, Business, and Technology-with a mandate to build, test, and scale high-impact capabilities quickly while aligning to enterprise architecture and governance standards.
Success in this role means products are not just delivered-but adopted, trusted and measurably drive business outcomes (e.g., FA productivity, client growth, risk reduction).
What will you do?You will act as both
strategic product leader and hands-on Product Owner, with direct accountability for a portfolio of Data & AI products.
1. Own the Data & AI Product Lifecycle (End-to-End)- Define and execute product vision, strategy, and roadmap across Data and AI domains
- Translate wealth management business needs into scalable, reusable product capabilities
- Drive product lifecycle management: ideation → incubation → build → adoption → optimization
- Ensure alignment to domain-driven data models (Client, Account, Positions, Transactions, etc.)
2. Act as a True AI Product Owner (Hands-On)- Write and prioritize product backlogs across AI, data, and modeling layers
- Define clear product requirements (user stories, acceptance criteria, KPIs)
- Partner closely with AI Engineering, Data Engineering, and Architecture to deliver solutions
- Make trade-off decisions between vendor capabilities (e.g., agent platforms) and internal builds
3. Lead Data Product & Modeling Strategy- Ensure all products are built on trusted, governed, and reusable data assets
- Drive standardization of data definitions, lineage, and quality across domains
- Partner with Data Modeling and Governance teams to enforce consistency and scalability
- Elevate data from "assets" to operable products (APIs, analytics layers, AI-ready datasets)
4. Deliver AI Products that Drive Advisor Productivity- Own AI use cases such as:
- Advisor copilots & agentic workflows
- Client intelligence & next-best-action
- Automated insights from transactional and behavioral data
- Ensure AI products are:
- Explainable
- Trusted
- Embedded into advisor workflows (e.g., CRM, Salesforce)
5. Drive Adoption & Value Realization- Define and track product success metrics (usage, productivity lift, revenue impact)
- Ensure products are actively used-not just delivered
- Partner with field leadership and advisors to embed products into day-to-day workflows
- Continuously iterate based on feedback and measured outcomes
6. Lead and Develop a High-Performance Team- Manage a team of ~6 (product managers, analysts, or hybrid roles)
- Operate as a player-coach: mentoring while directly owning critical product areas
- Establish strong product management discipline and culture (ownership, accountability, speed)
Must-Have- Proven AI Product Ownership experience (ideally from organizations like Meta, Amazon, Block Inc., or Morgan Stanley)
- Demonstrated ability to own and ship AI/ML-powered products end-to-end
- Strong experience in product management disciplines:
- Roadmapping, backlog ownership, prioritization
- Defining KPIs and driving measurable outcomes
- Deep understanding of data product concepts:
- Domain-driven design
- Data modeling (conceptual/logical alignment to products)
- Data quality, lineage, and governance
- Experience building AI-driven workflows or agentic systems
- Ability to operate as both:
- Strategic leader
- Hands-on individual contributor
- Strong stakeholder management across business, engineering, and architecture
Nice to Have- Wealth Management or Financial Services experience (advisor workflows, client lifecycle, portfolio insights)
- Experience with CRM platforms (e.g., Salesforce) and AI integrations
- Exposure to knowledge graphs, GraphRAG, or explainable AI frameworks
- Familiarity with modern data platforms (e.g., Snowflake, real-time + analytical integration)
- Background in multi-agent orchestration or AI platforms
- Experience working in matrixed, regulated environments
What's in it for you?- Opportunity to define and lead one of the most strategic capabilities in Wealth Management: Data & AI Products
- Direct ownership of high-visibility, high-impact AI initiatives tied to revenue and client growth
- Ability to shape how AI transforms Financial Advisor workflows and client experiences
- A role that blends:
- Product leadership
- Data strategy
- AI innovation
- High exposure to senior leadership and enterprise strategy
- Build and lead a next-generation product organization in a rapidly evolving AI landscape
The good-faith expected salary range for the above position is $140,000 - $230,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan.
Job SkillsAI Product Management, AI Product Management, Analytics, Artificial Intelligence (AI), Artificial Intelligence Strategy, Business, Business Case Design, Critical Thinking, Data Modeling, Data Strategies, Key Performance Indicators (KPI), Knowledge Organization, Leadership, Machine Learning (ML), Product Development Lifecycle, Product Development Methodology, Product Management Leadership, Product Manufacturing, Product Ownership, Product Services, Product Testing, Product Vision, Results-Oriented, Roadmapping, Value Chain Mapping {+ 1 more}
Additional Job DetailsAddress:250 NICOLLET MALL:MINNEAPOLIS
City:Minneapolis
Country:United States of America
Work hours/week:40
Employment Type:Full time
Platform:TECHNOLOGY AND OPERATIONS
Job Type:Regular
Pay Type:Salaried
Posted Date:2026-07-10
Application Deadline:2026-07-17
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
