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, deliver 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, InvestCloud 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 support product launches, client pipeline development, revenue conversion, onboarding, and internal education.
- Represent the voice of the client and the market in product prioritization, ensuring the roadmap balances strategic ambition, commercial impact, technical feasibility, and delivery discipline.
Qualifications
- 10+ years of experience in wealth management or wealth management technology, with meaningful exposure to wealth management platforms and operating models.
- Experience leading complex product initiatives from concept through launch, including discovery, requirements definition, roadmap planning, delivery management, go-to-market support, and post-launch iteration.
- Deep understanding of the wealth management constructs, including discretionary managed portfolios, advisory services, execution-only propositions, managed accounts, model management, portfolio construction, rebalancing, suitability, trading, tax optimisation, and client reporting.
- Familiarity with wealth management ecosystems, including technology platforms, investment management systems, advisor platforms, core banking platforms, portfolio management tools, order management systems, or custodial integrations.
- Experience applying AI, automation, or data-driven capabilities to improve product workflows, client outcomes, operational efficiency, or product development processes.
- Proven ability to engage senior executives, clients, engineering leaders, commercial teams, and implementation partners with credibility and clarity.
- Strong communication, leadership, prioritization, and stakeholder management skills, with the ability to simplify complexity and drive alignment across diverse teams.
Preferred Attributes
- Strategic thinker with strong commercial instincts and the ability to identify market opportunities
- Technically fluent product leader who can engage deeply with engineering, architecture, data, and AI teams.
- Strong client orientation, with the ability to understand complex wealth management workflows and translate them into scalable product capabilities.
- Comfortable operating in ambiguity and building new products from the ground up.
- Passionate about using technology, AI, APIs, and data to transform the wealth management industry.
- Strong people leader and culture carrier, with the ability to inspire teams, mentor talent, and drive disciplined execution.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of employee benefits including: retirement investment and tools designed to help you in building a sound financial future; access to education reimbursement; comprehensive resources to support your physical health and emotional well-being; family support programs; and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
Guidance on AI use for candidates
At BlackRock, AI has long been part of how we work – enhancing decision-making, improving operations, and helping us deliver better outcomes for clients. We encourage candidates to use AI thoughtfully to learn, prepare, and work more effectively; but during our interview process, we want to focus on getting to know you through your own experiences, thinking, and judgment. To support you, we’ve provided guidance on when and how to use AI during our hiring process so you can approach each step with confidence and showcase your best self.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
To learn more about BlackRock, please visit Careers.BlackRock.com. We also encourage you to get to know us on LinkedIn, Instagram, YouTube, X, and TikTok.
BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, race, religion, sex, sexual orientation and other protected characteristics at law.