Senior Product Director for Investment management platform

Discovery Phase Leadership: I directed the entire discovery phase, collaborating closely with renowned vendors to assess the full spectrum of business capabilities. This encompassed critical areas such as client onboarding, rebalancing, model management, order management systems, performance attribution and analytics, reporting, as well as compliance and oversight. My approach was characterized by thorough market research and extensive prototyping to ensure the initiative's alignment with industry best practices.

Product Roadmap and Backlog: Taking a holistic view of the initiative, I assumed responsibility for crafting and managing the product roadmap and backlog for a multi-million, multi-year investment platform. This involved defining the strategic direction, prioritizing features, and orchestrating product development activities to deliver a comprehensive and competitive investment solution.