"Alerted.org

The VP, Technology Product Management is responsible for partnering with technology & business unit executives to provide thought leadership, strategic direction, and market analysis to guide growth and operational excellence, with a focus on AI features and integrations for financial services professionals. Works with Business & Technology leadership on developing strategies for targeted markets that identify the types of technology products and services to offer that create value for advisors, clients, and other stakeholders. Develops the initial requirement for new and revised solutions and technology products. The VP will communicate the strategy to senior management and secure the necessary commitments for development and launch. Provides leadership to an extended team of Product Management within Private Client Group (PCG) Technology.

Key Responsibilities:

+ Lead the development and implementation of a cross-platform AI roadmap, with a focus on advisor-facing technology, conducting competitive analysis to anticipate mega-trends and complex challenges and opportunities and ensuring integration with wider corporate strategy.

+ With strategic partners, set and communicate the AI strategy, along with the broad actions needed to implement it, for achieving the organization's mission, vision, and values within a function; inspire a large or diverse workforce to commit to these tenets and do extraordinary things to achieve the organization's business goals.

+ Oversee the development of educational and marketing material for general AI education, as well as focused communications for specific key deliverables.

+ Provide authoritative specialist advice to the leadership team of a medium-sized international organization to guide the implementation of policy and the design and implementation of projects and change initiatives.

+ Identify the capabilities needed to meet the current and emerging business needs of a significant business area. Evaluate current capabilities, identify gaps, and prioritize development activities, taking a hands-on approach in the defining and writing of business requirements. Motivate others to develop their capabilities and fulfill their personal potential. Build capabilities elsewhere in the organization through mentoring and other informal methods.

+ Identify and manage stakeholders up to and including top management level, finding out their needs, issues, and concerns and reacting to them by leading and coordinating the development of stakeholder engagement plans to support the communication of business information and decisions.

+ Performs other duties and responsibilities as assigned.

Skills/Previous Experience:

+ More than ten (10) years of relevant experience including management or leadership experience is highly preferred.

+ Technology Product Management experience is required.

+ Financial services experience is required.

+ Working knowledge of AI tools/models is preferred (Agentic AI, LLM, NLP, Prompt Engineering).

+ Uses expertise to act as organizational authority on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives.

+ Operates as a recognized expert to shift into and out of a mental mindsets associated with assessing the facts and circumstances of the current situation and/or environment and making the appropriate/innovative adjustments to thinking and work habits to thrive in any scenario. Typically known as a subject matter authority.

+ Uses expertise to act as organizational authority on strategic planning.

+ Applies expertise to act as the organizational authority on making sure the organization develops and maintains the culture, values and design it needs to reach its objectives while managing structural change.

+ Uses expertise to act as the organizational authority on managing projects and/or programs within desired cost, time and quality parameters.

+ Uses expertise to act as the organizational authority on communicating with other people by speaking in a clear, concise and compelling manner.

+ Creates/maintains a competitive organization by attracting, developing, and retaining talent to ensure people with the right skills & motivations are in the right place at the right time to meet business needs.

Licenses/Certifications:

+ None required.