Product professionals in Wealth management

Experience: Product Lead - Wealth Services · BNY

Product Lead - Wealth Services at BNY since 2025. Highlights describe leading product for BNY's wealth services platform, which serves the Pershing and BNY Wealth businesses. Other listed roles include Managing Director - Head of Tech Product and Digital (Wealth and Asset Management) at BNY (2022–2025), Managing Director, Head of Digital at BNY (2019–2022), Partner at Marakon (2016–2019) and Head of Customer Engagement at E*TRADE from Morgan Stanley (2015–2016).

Experience: GM and Head of Product for J.P. Morgan Wealth Management Servicing Experiences · JPMorganChase

GM and Head of Product for J.P. Morgan Wealth Management Servicing Experiences at JPMorganChase since 2022. Other listed roles include Head of Product for J.P. Morgan Wealth Management Relationship Experiences at JPMorganChase (2020–2022), Head of Strategy & Digital Experience for JP Morgan Online Investing at JPMorganChase (2017–2020), Executive Director and Head of Wealth Management Technology Strategic Initiatives at Morgan Stanley (2016–2017) and Head of Business Intelligence and Enterprise Analytics at E*TRADE from Morgan Stanley (2015–2016).

Experience: Director, Product Management · Charles Schwab

Director, Product Management at Charles Schwab since 2018. Highlights describe leading the team that set the strategic roadmap for Schwab's securities-based line of credit. Other listed roles include Director, Product Management at Charles Schwab (2010–2018), Director, New Product Development and Program Management at Charles Schwab (2007–2009), Vice President, Project Management at Washington Mutual Card Services (2004–2007) and Vice President, Product Management at Washington Mutual Card Services (2001–2004).

Experience: Executive Director, Product Development · J.P. Morgan

Executive Director, Product Development at J.P. Morgan since 2021. Highlights describe leading the design and development of a wealth management portfolio advisory service and digital-first client offering. Other listed roles include Vice President Product Development at J.P. Morgan (2015–2021), VP Private Bank Investment Risk at J.P. Morgan (2013–2015), Operational Controls Officer at Manulife | CQS Investment Management (2011–2012) and Manager, Risk Assurance, Investment Management at PwC (2006–2011).

Experience: SVP Digital Product Management Director for Wealth and Investments · Wells Fargo

SVP Digital Product Management Director for Wealth and Investments at Wells Fargo since 2021. Other listed roles include Head Of Innovation, MENAT at HSBC (2018–2021), Senior Manager, Strategy and Planning at HSBC (2014–2018), Senior Business Systems Consultant at HSBC (2004–2014) and Implementation Manager at PSCU (2001–2004).

Experience: VP of Product Management - Wealth Management Technology · Invent

VP of Product Management - Wealth Management Technology at Invent since 2021. Highlights give the current role as VP of Product Management - Wealth Management Solutions at Invent.us. Other listed roles include Director of Product Management - TAMP at Morningstar (2020–2021), Sr. Product Manager - Enterprise Advisor Solutions at Morningstar (2017–2020), Regional Client Solutions Consulting Manager at Morningstar (2015–2017) and Client Solutions Consultant Team Lead at Morningstar (2014–2015).

Experience: Vice President -Product Management · J.P. Morgan

Vice President -Product Management at J.P. Morgan since 2023. Highlights describe the role as VP of Product Management at J.P. Morgan Wealth Management, leading strategic referral frameworks that connect other lines of business with Wealth Management. Other listed roles include Director of Product Management -Salesforce at First Republic Private Wealth Management (2022–2023), Business Process Analyst at Apple (2021–2022), Product Manager Business Systems Consultant -Salesforce at Wells Fargo (2016–2021) and Salesforce Business Analyst at Wells Fargo (2016–2018).

Experience: Managing Director - Product Management, Asset and Wealth Management · Goldman Sachs

Managing Director - Product Management, Asset and Wealth Management at Goldman Sachs since 2024. Highlights describe responsibility for the global platform strategy for client and investment servicing. Other listed roles include Senior Vice President - Product Leader, Seperately Managed Accounts at Goldman Sachs (2018–2024), Vice President at Goldman Sachs (2015–2018), Associate at Goldman Sachs (2011–2014) and Analyst at Goldman Sachs (2007–2010).

Experience: Senior Vice President, Director of Wealth Management Product · Capital Group

Former Senior Vice President, Director of Wealth Management Product at Capital Group (2016–2023). Highlights describe leading the Products & Solutions area at Edward Jones, covering trading, trust, investment advisory, managed investments, protection, retirement and banking products. Also General Partner at Edward Jones since 2023. Other listed roles include Separately Managed Accounts at Capital Group (2016–2023), Managing Director, Head of Third Party & Client Discretionary Programs at Merrill Lynch (2009–2015) and Director, Investment Product Development at Bank of America (2005–2010).

Experience: Principal Director, Wealth Technology Product Management · Envestnet

Principal Director, Wealth Technology Product Management at Envestnet since 2024. Other listed roles include Director, Wealth Technology Product Management at Envestnet (2022–2024), Director, Client Integrations & Onboarding at Apex Silver (2021–2022), Principal Product Manager at BNY Pershing (2010–2021) and Senior Product Manager at BNY Pershing (2013–2020).