Location: New York, NY, United States

Role Summary

We are seeking an experienced Product Manager with a strong Controls background to lead AI-enabled product transformation within the Trusts & Estates business. This is an individual contributor (IC) rolewho brings awareness to and manages risk in the business. This individual will own product strategy and end-to-end delivery while partnering closely with Controls, Legal/Compliance, Operations, Technology, Data/AI teams, and senior business stakeholders. The successful candidate will modernize and transform Trusts and Estates Controls while embedding robust governance, auditability, and risk management by design.

 

Key Responsibilities

• Set product vision and strategy for AI transformation in Trusts & Estates Controls.
• Own the roadmap and prioritization, translating business goals, regulatory obligations, and risk appetite into sequenced delivery plans (1224 months) with clear outcomes and KPIs.
• Lead discovery and define requirements: customer/user journeys, problem statements, use-case intake, value sizing, control impact assessment, and success metrics.
• Embed controls into product design: governance workflows, approvals, audit trails, evidence capture, access controls, data handling requirements, and change management readiness.
• Partner with engineering and data teams to deliver scalable, secure, and observable AI capabilities (e.g., retrieval/search over approved content, workflow automation, decision-support, quality checks).
• Drive stakeholder alignment and decision-making across business, Controls, Compliance, Legal, Risk, Operations, and Technology; manage trade-offs transparently.
• Own delivery execution using agile product practices: epics/user stories, acceptance criteria, release planning, dependency/risk management, and post-release measurement.
• Champion responsible AI adoption: monitoring/feedback loops, human-in-the-loop controls where needed, and clear user guidance to reduce operational and conduct risk.
• Enable adoption and change: training, communications, support readiness, and continuous improvement based on usage and control outcomes.

 

Required Qualifications

• 8+ years of product management experience (or equivalent experience owning complex platforms/workflows end-to-end).
• Demonstrated experience in a controls-heavy banking environment (e.g., Risk & Controls, Compliance, Audit, Operational Risk, governance, QA).
• Proven track record delivering AI/automation/analytics products in production (not just pilots), with measurable business impact.
• Strong knowledge of regulated process design: documentation standards, audit readiness, approvals, and evidence capture.
• Exceptional stakeholder management and executive communication; ability to influence without authority.
• Strong analytical and strategic skills: value sizing, prioritization frameworks, KPI/OKR design, and data-driven decisioning.

 

Preferred Qualifications

• Experience in wealth management, private banking, fiduciary, trust administration, or estates domains.
• Experience with operating model design (intake-to-scale, control gates, support model, training).

 

Core Competencies

• Controls mindset + innovation: balances speed with safety; designs controls by default, not bolted on later.
• Strategic product leadership (IC): creates clarity from ambiguity; sets direction and drives execution through others.
• Stakeholder leadership: builds alignment across business, Technology, and second line partners; navigates conflict constructively.
• AI transformation leadership: understands what it takes to productionize AI responsibly (governance, monitoring, adoption, and change).

 

Success Measures (First 612 Months)

• Delivery of prioritized AI-enabled capabilities that reduce cycle time and rework in Trusts & Estates workflows.
• Demonstrable improvements in control effectiveness (e.g., better evidence capture, fewer exceptions, improved QA outcomes).
• Adoption metrics (active users, frequency, task completion) and measurable productivity/quality impact.
• Strong governance posture: audit-ready documentation, clear approvals, and stable operational support model.

Lead AI-enabled product transformation within the Trusts & Estates business!