Owns the vision, customer focus, and product backlog for a near-real-time data product. Prioritizes work based on business value, leads backlog grooming, communicates product direction, and partners with Scrum Masters and development teams to ensure delivery aligns with client requirements and business objectives.

Lead and scale enterprise WIAM governance: define policy and control standards, centralize governance, drive risk-to-control traceability, prioritize remediation, monitor KPIs and audit readiness, advise senior stakeholders, and mentor staff to strengthen control effectiveness and regulatory compliance.

Supports Asset Management Group product strategies, policies, procedures, and processes; provides solutions for exceptional client experiences; handles escalated fiduciary, compliance, and operational matters; monitors risk and escalated issues; participates in enterprise initiatives; and serves as backup to the AMG Product Specialist Advisor. The role requires knowledge of trust and fiduciary services, retirement and tax planning, IRA administration, financial-services regulations, and client relationship management.