As an Onboarding Product Manager, you will apply strong product discipline to develop strategy for a critical component of the platform and lead end-to-end execution across Business and Technology workstreams—proactively managing senior stakeholder expectations and competing priorities, while mobilizing partners throughout delivery to achieve measurable business, client, and operational outcomes.
Join the Asset Management Product and Experience (AMPX) team to deliver differentiated client experiences and scalable operating models through innovative products. Immerse yourself in our people and business, drive process and technology change, and build high-performing collaborations with Engineering and Design partners. Within AMPX, the Client Service Experience team drives the development of capabilities for the pre-onboarding, onboarding, and servicing phases of the client lifecycle. We are undertaking significant business process and client experience initiatives to meet our clients’ needs and AM’s growth ambition.
Job Responsibilities:
- Define and maintain the onboarding product vision and roadmap, aligned to business priorities, operating model needs, and client experience goals.
- Lead transformation management and business change for onboarding capabilities, driving adoption, operational readiness, and measurable outcomes.
- Develop and execute strategy for onboarding journeys (e.g., prospect-to-client conversion, information capture, approvals, documentation/workflow), optimizing for speed, transparency, and quality.
- Establish and run governance and execution cadence (planning, delivery milestones, dependency management, issue management, decision making, and escalation).
- Define OKRs and success metrics tied to cycle time, throughput, quality, rework, client experience, and operational efficiency.
- Own the product backlog and prioritize features in collaboration with stakeholders while managing scope, timelines, dependencies, and risk.
- Communicate complex process and technology topics clearly, producing crisp updates, decisions, and action plans for varied audiences.
- Proactively manage senior stakeholders, shape agendas, navigate competing priorities, and drive timely decisions and escalations as needed.
- Use data to inform decisions and continuous improvement; ensure data quality and monitoring are in place for ongoing oversight.
Required Qualifications, Capabilities, and Skills:
- Hands-on product management experience with agile product practices (roadmaps, backlogs, prioritization, iterative delivery).
- High data literacy, with the ability to analyze and communicate insights effectively (e.g., funnel metrics, cycle time, defect/rework, adoption).
- Excellent stakeholder management skills; comfortable influencing senior leaders and facilitating decision-making.
- Strong written and verbal communication, documentation, analytical thinking, and sound judgment.
- Ability to learn new domains quickly and translate business problems into clear product outcomes and requirements.
Preferred Qualifications, Capabilities, and Skills:
- Asset Management experience and/or experience delivering solutions for a Client Service organization.
- Experience partnering with UX research/design to improve client and user journeys.
- Familiarity with onboarding, KYC/client due diligence concepts, documentation/workflow, or client lifecycle operations.
- AI-driven mindset, with a desire to apply AI-enabled tooling to improve product decisioning, documentation quality, and delivery velocity with triad partners.
