Private Bank, Digital Product Strategy - Associate

The Private Bank Digital Team is looking for a Senior Associate, Digital Product Strategy to accelerate how we drive adoption of our digital products across the Private Bank. As we rapidly increase the pace of product development and launches, we need someone who pairs an AI-product mindset with a relentless focus on data-driven decision-making to ensure our innovations reach, engage, and deliver value to clients and advisors.

This is a high-impact role for someone who is obsessed with understanding user behavior, uncovering adoption barriers, and leveraging AI to unlock scalable growth.

Key Responsibilities

• Drive Digital Product Strategy: Help shape and execute digital product strategy across priority journeys and platforms, aligning adoption goals with broader business outcomes.


• Drive Adoption at Scale: Own and execute the strategy for accelerating adoption of newly launched and existing digital products across the Private Bank ecosystem.


• Coordinate Roadmaps: Partner with product owners to coordinate cross-product roadmaps, connect dependencies, and align launch sequencing and adoption plans across initiatives.


• Drive Product Engagement: Drive product engagement across product owners and with advisors—identifying opportunities to increase awareness, usage, and sustained engagement through targeted enablement and adoption motions.


• Connect Advisor and Client Platforms: Identify and drive opportunities to better connect advisor-facing and client-facing platforms—ensuring a cohesive end-to-end experience across channels.


• Partner Across Global Private Bank and Wealth Management Solutions: Collaborate with stakeholders across Global Private Bank and Wealth Management Solutions to align priorities, coordinate launches, and scale successful digital capabilities.


• Apply an AI-Product Mindset: Identify and champion opportunities to embed AI capabilities into products and adoption workflows—turning emerging AI technologies into practical, client-facing value.


• Leverage Data Relentlessly: Build and maintain a data-driven view of adoption performance. Define metrics, monitor usage trends, and translate insights into actionable strategies.


• Partner Cross-Functionally: Collaborate closely with Product, Design, Engineering, and Advisor-facing teams to align adoption goals with product roadmaps and launch cadences.


• Optimize the Adoption Funnel: Diagnose friction points across the user journey and design interventions—from onboarding to sustained engagement—that measurably improve uptake.


• Experiment & Iterate: Establish a test-and-learn culture, running experiments (e.g., A/B testing, cohort analysis) to continuously refine adoption tactics.


• Influence Stakeholders: Communicate adoption insights and recommendations to senior leadership, using data storytelling to secure buy-in and drive decisions.


• Communicate Clearly and Consistently: Translate complex product and data insights into clear, actionable updates for stakeholders, and help ensure consistent communication across launches, enablement, and adoption initiatives.

Qualifications

• Bachelor's degree in Business, Data Science, Computer Science, Product Management, or a related field.


• 5+ years of experience in product management, digital strategy, growth, or a related discipline, ideally within financial services or a technology-driven environment.


• Demonstrated experience driving digital product adoption or growth at scale.


• Strong analytical skills with proven fluency in data—comfortable defining metrics, working with analytics tools, and translating data into strategy.


• Deep familiarity with AI/ML concepts and a track record of applying an AI-product mindset to real-world problems.


• Strong communication skills, with experience working across product owners, cross-functional teams, and advisor-facing stakeholders.

Preferred

• Experience in the Private Bank, Wealth Management, or broader financial services sector.


• Hands-on experience embedding AI capabilities into digital products or customer-facing workflows.


• Excellent communication and stakeholder-management skills, with the ability to influence across all levels.


• A bias for action, comfort with ambiguity, and a passion for experimentation.