This role leads the Wealth Management product group within Digital Advisor Experience (DAX), responsible for the core wealth platforms, services, and data foundations that power advisor and client experiences across the enterprise. The teams in this portfolio build and scale investment and portfolio management capabilities, governed product access, broker dealer and trust enablement, and enterprise wealth data—providing the critical building blocks that other product teams rely on to deliver seamless, compliant, and high quality wealth experiences. Success in this role requires strong platform thinking, cross portfolio collaboration, and a passion for enabling experiences at scale.

The Product Director is accountable for the Wealth Management product teams. They set the strategy, vision, roadmap, and go-to-market strategy across the portfolio of product teams they manage.

This position has accountability for team planning and management, prioritization and sequencing...