At a Glance
- Tasks: Lead product strategy and execution for wealth management technology, driving innovation and client engagement.
- Company: Join a leading financial technology firm shaping the future of wealth management.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Dynamic role with opportunities to collaborate across teams and drive transformative solutions.
- Why this job: Make a significant impact in the wealth management industry with cutting-edge technology and AI.
- Qualifications: Extensive experience in wealth management technology and strong leadership skills.
The predicted salary is between 80000 - 100000 £ per year.
About this role
We are seeking a strategic, commercially minded, and execution-focused product manager to join our Aladdin Product Management team as Director, Wealth Management Technology.
This leader will drive the vision, product strategy, technology roadmap, and delivery of technology wealth management industry, supporting discretionary-managed portfolios, advisory propositions, and execution-only account offerings.
The ideal candidate will bring deep experience in wealth management technology, a strong understanding of industry platforms and operating models, strong understanding of wealth client profiles, be fluent in the key players in the wealth management ecosystem, and a proven ability to translate complex market, client, regulatory, and technology requirements into scalable product solutions.
We are seeking a senior professional with a consistent track record identifying business opportunities, shaping product strategy, leading cross-functional teams, and delivering commercial outcomes for financial technology platforms.
This role requires a highly technical product leader who can operate at the intersection of wealth management, investment technology, data, and AI-enabled product development.
The successful candidate will be expected to help define the future vision of Aladdin's wealth technology with a view to transform the way wealth managers construct portfolios, delivery advice, manage client accounts, and scale operating models.
Key Responsibilities
- Product Strategy & Vision
- Define and evolve the long-term product strategy for wealth management technology capabilities, demonstrating deep expertise across the wealth management and advisor ecosystem, including investment and management platforms (Charles River Wealth, Invest Cloud APL, Envestnet), core banking (Avaloq, Temenos), infrastructure and operations (Archer, FNZ, SEI).
- Translate market trends, client needs, competitor dynamics, platform capabilities, and regulatory requirements into a clear product roadmap supporting discretionary managed portfolios, advisory services, model portfolio delivery, and execution-only account offerings.
- Bring deep understanding of the wealth management constructs across discretionary managed portfolios, advisory services, execution-only propositions, managed accounts, model management, portfolio construction, rebalancing, restrictions, suitability, trading, tax optimisation, and client reporting.
- Bring deep understanding of various operating models across the industry, including distributor-led, IM-led, advisor-led, platform-led, and digital models.
- Embed AI explicitly into product strategy formation, roadmap definition, prioritization, and execution.
Leverage AI to improve product discovery, client research, requirements definition, backlog prioritization, workflow automation, and decision-making discipline.
- Identify opportunities to use API-led architecture to integrate with wealth management platforms, core banking systems, CRM tools, portfolio management systems, order management systems, custodians, and client-facing digital channels.
- Define product requirements that are technically robust, commercially scalable, and aligned with client operating models across different wealth segments and jurisdictions.
- Execution & Delivery
- Lead cross-functional product squads to deliver roadmap priorities across wealth management workflows, including account setup, portfolio construction, proposal generation, suitability support, model management, rebalancing, order generation, trading integration, reporting, and analytics.
- Partner closely with engineering, UX/design, data, AI, architecture, implementation, relationship management and commercial teams to ensure timely and high-quality delivery of product capabilities.
- Drive the adoption of AI-enabled product development practices, holding teams accountable for using AI to improve execution velocity, documentation quality, testing discipline, workflow automation, and operating efficiency while maintaining appropriate governance, risk, and control standards.
- Ensure the product is designed with flexibility, configurability, and interoperability in mind, enabling integration through APIs and support for a broad ecosystem of wealth management technology platforms.
- Client & Partner Engagement
- Partner closely with Aladdin business development, relationship management, client implementation, and client success teams to drive engagement with wealth management clients and prospects.
- Act as a senior product representative in client conversations, helping articulate the product vision, roadmap, technical architecture, implementation approach, and commercial value proposition.
- Build strong relationships with wealth managers, private banks, advisory platforms, asset managers, technology vendors, custodians, and data providers to understand market needs and validate product opportunities.
- Collaborate with go-to-market, marketing, sales enablement, and implementation teams to
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Director - Aladdin Product Manager - Wealth Management Technology in London employer: PVH (Tommy Hilfiger/Calvin Klein)
Intapp is an exceptional employer, offering a dynamic work environment that fosters innovation and collaboration within the accounting and consulting sectors across EMEA. With a strong commitment to employee growth, Intapp provides ample opportunities for professional development and leadership coaching, ensuring that team members thrive in their careers while contributing to the company's strategic vision. The culture is built on accountability and high performance, making it an ideal place for those looking to make a significant impact in a rapidly evolving industry.
Contact Details:
PVH (Tommy Hilfiger/Calvin Klein) Recruitment Team
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We think this is how you could land Director - Aladdin Product Manager - Wealth Management Technology in London
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We think you need these skills to ace Director - Aladdin Product Manager - Wealth Management Technology in London
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