Summary

The AVP, AI Product Manager will lead end-to-end product development for advisor-facing AI solutions, including chat and agentic AI experiences. Responsibilities span defining product vision and roadmap, conducting pilot validation with measurable success criteria, evaluating and orchestrating third-party AI vendors, and ensuring scaled adoption across the enterprise. The role requires close collaboration with Technology, Business, and Operations teams to co-design product definitions, data contracts, and governance frameworks. Success is measured through business impact metrics including time savings, quality improvements, revenue impact, and advisor adoption.