Lead product management for Account Opening & Maintenance, owning outcomes end-to-end across strategy, execution, and cross-functional governance.

Own product outcomes end-to-end by identifying, prioritizing, and delivering capabilities that maximize customer and business value
Set and evolve product vision, and drive roadmap and prioritization across complex initiatives
Act as a liaison across business, technology, operations, Legal, Risk, and Compliance partners
Facilitate stakeholder meetings and governance forums, including agendas, decisions, action items, and meeting minutes
Build business cases and create executive presentations to support strategic decisions and investments
Use data, analytics, and insights to inform prioritization and decision-making
Manage product roadmaps and Jira backlogs while balancing long-term strategy with near-term delivery
Apply GenAI tools to accelerate research, analysis, documentation, and workflow efficiency
Mentor Product Owners and provide leadership across cross-functional teams

5+ years of Product Management, product development, strategic planning, process management, change delivery experience, or an equivalent combination supported by work experience, training, military experience, or education

Advanced Agile product management experience, including writing user stories, leading backlog refinement, managing prioritization, and driving delivery outcomes through Scrum teams using Jira and related Agile tools
Ability to define and execute an end-to-end product vision aligned to business objectives, customer needs, regulatory requirements, and delivery outcomes
Experience developing strategic business cases covering customer value, business impact, ROI, risks, and enterprise alignment
Proven ability to influence and align business, technology, operations, Legal, Risk, and Compliance partners to deliver complex solutions
Experience translating leadership vision and strategic priorities into executable product roadmaps, initiatives, and measurable outcomes
Expertise creating executive-ready presentations and communicating data-driven insights to support decision-making and governance routines
Experience with process mapping and workflow design tools, including Visio or similar platforms
Experience in Wealth Management, Brokerage, Account Opening, Customer Onboarding, Account Servicing, or related financial services domains

Posting end date: 22 Sep 2026

Lead Product Manager, WIM Operations, Account Opening & Maintenance

Job Description