VP, Wealth Plan Engine & AI-Driven Product Lead

CFA Institute; New York (NY); On-site; USD 130,000 - 180,000; Full time

Benefits offered by this job

Health care coverage

Wellness support

Retirement savings plan

Tuition reimbursement

Financial coaching

Job summary

CFA Institute is seeking a Vice President Product Owner for its Wealth Plan Planning Engine team. This role involves enhancing the product roadmap and driving integration of AI tools to improve client experiences.

The ideal candidate will have over 6 years of experience in financial planning and a strong grasp of AI/ML technologies. The position offers a competitive salary and benefits including health care, wellness support, and retirement savings.

Qualifications

• 6+ years of related experience required.
• Strong knowledge of generative AI and LLMs from a product perspective.
• Experience in financial/wealth projection and decision-making.

Responsibilities

• Drive product roadmap for Wealth Plan's Planning Engine.
• Partner with stakeholders to innovate product features.
• Define product requirements for AI-enabled workflows.

Skills

AI/ML technologies

Financial projection

Excel-based calculators

Quantitative analysis

Strong written and verbal communication

Team-oriented approach

Education

Degree in quantitative discipline

Tools

Excel VBA

AI tools

Job description

CFA Institute is seeking a Vice President Product Owner for its Wealth Plan Planning Engine team. This role involves enhancing the product roadmap and driving integration of AI tools to improve client experiences.

The ideal candidate will have over 6 years of experience in financial planning and a strong grasp of AI/ML technologies. The position offers a competitive salary and benefits including health care, wellness support, and retirement savings.