Work closely with stakeholders across Private Wealth Management, Business, Operations, Technology, Data and control functions to identify AI opportunities, clarify requirements, shape solutions and sustain alignment throughout delivery.
Drive rigorous product discovery: conduct user research with investment professionals, shadow real workflows, analyse process pain points, and synthesise findings into prioritised product backlogs with clear rationale. Own the product's evaluation strategy — defining success metrics, designing evaluation datasets, and maintaining ongoing benchmarks that track whether the AI product is improving or degrading over model and prompt versions.
Drive rigorous product discovery: conduct user research with investment professionals, shadow real workflows, analyse process pain points, and synthesise findings into prioritised product backlogs with clear rationale. Own the product's evaluation strategy — defining success metrics, designing evaluation datasets, and maintaining ongoing benchmarks that track whether the AI product is improving or degrading over model and prompt versions.
Co-own the product roadmap with the Business Owner, keeping it aligned with company goals, member needs, regulatory context, and other products within your domain and across domains.
Strengthen your vendor and supplier network by negotiating, coordinating and managing relationships with venues, AV partners, entertainers and production houses.
Plan, coordinate and execute video shoots for internal and external clients, including pre-production tasks (scripting, storyboarding, location scouting, scheduling, equipment preparation).