Who You'll Work With: The Digital Product Owner will join Bernstein Private Wealth Management's
Advisor Enablement & Digital Strategy team , partnering closely with Technology, Marketing, UX Design, Operations, Legal & Compliance, and Private Wealth stakeholders.
This role is responsible for leading the evolution of
My Bernstein , our client facing digital platform, which is delivered through
My Bernstein online and the
My Bernstein mobile app . The Advisor Enablement & Digital Strategy team focuses on ensuring Bernstein's technological capabilities meaningfully support how advisors serve clients while maintaining a consistent, high quality client experience across digital channels.
You will work cross-functionally to shape and deliver digital capabilities that enhance the client experience, with frequent exposure to senior leadership, advisors, and service teams across Private Wealth.
What You'll Do: This role is responsible for shaping product direction, guiding delivery, and ensuring digital capabilities meaningfully support both clients and advisors.
Key responsibilities include:
- Own the roadmap and priorities for My Bernstein, aligning digital enhancements with Private Wealth strategic priorities
- Articulate the "what" and the "why" behind product initiatives, connecting client and advisor needs to measurable outcomes
- Partner with Technology, Design, and Private Wealth stakeholders to translate client and advisor needs into clear requirements and actionable work
- Act as Product Owner within an Agile delivery model, including defining scope, prioritizing work, and supporting successful releases
- Represent client and advisor perspectives in product decisions, ensuring solutions are intuitive, secure, and scalable
- Maintain transparency into delivery progress, risks, and tradeoffs, accountable to product outcomes and questions
- Use data, feedback, and usage insights to inform prioritization, measure success, and drive continuous improvement
- Support successful adoption of new digital capabilities through thoughtful rollout and ongoing optimization
What We're Looking For: The most successful Product Owners on the Advisor Enablement & Digital Strategy team are thoughtful, curious, and outcome-oriented. They are comfortable operating in complexity, excel at cross-functional partnership, and take pride in delivering capabilities that improve how clients engage with Bernstein and how advisors serve clients.
Ideal candidates will have:
- 2-5 years of experience in digital product management, product ownership, financial services, or a related client-facing role, with meaningful exposure to client needs and advisor workflows
- Experience owning or supporting client-facing digital platforms (web and/or mobile), or partnering closely with digital and technology teams to deliver client solutions end-to-end
- Ability to translate business and user needs into clear recommendations, requirements, or process improvements through strong cross-functional collaboration
- Strong problem-solving skills and sound judgment, including evaluating trade-offs, managing priorities, and balancing strategic goals with practical execution in a fast-moving environment
- Clear, confident communication skills, with the ability to engage both technical and non-technical audiences
- Strong analytical and organizational skills, a passion for continuous improvement, and a desire to deliver outcomes beyond what is explicitly asked for
- Intellectual curiosity and a willingness to learn new tools, concepts, and delivery practices, particularly related to digital platforms and data
- A strong sense of ownership and accountability for outcomes, not just assigned tasks
- Familiarity with Agile / Scrum or experience working in iterative, collaborative delivery environments
- Experience in financial services, wealth management, or other regulated industries preferred, but not required
- Bachelor's degree required
New York, New YorkAtlanta, Georgia, Boston, MA, Chicago, IL, Cleveland, Ohio, Dallas, Texas, Denver, Colorado, Houston, Texas, Los Angeles, California, Minneapolis, Minnesota, Nashville, Tennessee, Philadelphia, Pennsylvania, San Diego, California, San Francisco, California, Seattle, Washington, Stamford, Connecticut, Tampa, Florida, Washington DC, West Palm, Beach, Florida
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