Technology Portfolio Lead - AI & Product Delivery

Private Advisor Group; Morristown (NJ); On-site; USD 100,000 - 140,000; Full time

Job summary

Private Advisor Group in Morristown, NJ is seeking a Technology Portfolio Lead to turn business priorities into technology improvements that enhance the advisor experience and back-office efficiency. The role combines product management with project delivery and serves as the internal owner of the firm's technology roadmap.

You will partner with business units and firm leadership to set priorities, define requirements, oversee delivery, and drive adoption of initiatives, including AI

Qualifications

• Bachelor’s degree or equivalent in a related field.
• 5+ years in technology portfolio or product management, project management, business analysis, or consulting.
• Experience as product owner for a development team or vendor.

Responsibilities

• Lead the external development partner, set priorities and oversee delivery.
• Translate business needs into clear requirements with process and data understanding.
• Maintain end-to-end technology portfolio view including pipeline, impact, and timing.
• Report portfolio status to leadership and provide transparency on prioritization and trade-offs.
• Review existing technology spend to identify underutilized tools and potential savings.
• Run AI and automation pilots with relevant teams and scale successful pilots.

Skills

Product management

Project management

Business analysis

Consulting

Stakeholder communication

Education

Bachelor’s degree in Business, Information Systems, or related field

Job description

Private Advisor Group in Morristown, NJ is seeking a Technology Portfolio Lead to turn business priorities into technology improvements that enhance the advisor experience and back-office efficiency. The role combines product management with project delivery and serves as the internal owner of the firm's technology roadmap.

You will partner with business units and firm leadership to set priorities, define requirements, oversee delivery, and drive adoption of initiatives, including AI