Wealth management
Product professionals in Wealth management
Wealth management product professionals decide which features to build, when to release them, and how client needs shape those choices. You can explore how they weigh competing demands from advisors, clients, and operations when resources are limited.
Professionals to explore
01—10Anish Shah
LinkedInExperience: Product Lead - Wealth Services · BNY
Experience leading product for a wealth services platform, integrating wealth technology, data, service, strategy and operations for wealth business lines.
Charles Smith
LinkedInExperience: Partner, Wealth & Asset Management Consulting · EY
Experience leading wealth and asset management consulting engagements involving product, digital and technology solutions to drive growth and profitability.
Karen Zee
LinkedInExperience: Director, Product Management · Charles Schwab
Experience leading product strategy for a securities-based line of credit at a wealth management firm, including product design, pricing, and client experience.
Maxene Blake
LinkedInExperience: Executive Director, Product Development · J.P. Morgan
Experience leading design and development of wealth management portfolio advisory services and discretionary investment products for the wealth management business.
Nicole Cairns
LinkedInExperience: Director Retirement Products · Fidelity Investments
Experience leading agile product development for retirement client offerings at a financial services and wealth management firm.
Owen Perrin
LinkedInExperience: Senior Wealth Management Product Manager · Edward Jones
Experience leading wealth management product strategies, advising senior leadership on wealth management initiatives and overseeing execution of business solutions.
Piyush Sethia
LinkedInExperience: Director of Product Management · Broadridge
Experience directing product management for a next generation wealth management platform, defining product roadmap based on client requirements.
Rahul Bajaj
LinkedInExperience: Managing Director - Product Management, Asset and Wealth Management · Goldman Sachs
Experience leading global product management for asset and wealth management, including client and portfolio investment servicing platforms across client segments and asset classes.
Shankar Saravanan
LinkedInExperience: Senior Managing Director, Head of Wealth Product and Solutions · Tiaa-Cref
Experience building wealth management consumer digital products and driving product launches within a large global financial services firm.
Sharon Mizel Murphy
LinkedInExperience: Principal Director, Wealth Technology Product Management · Envestnet
Experience leading wealth technology product management, driving product transformation and adoption across enterprise wealth platforms.
Choose the right perspective
Look for candidates who have owned product decisions end-to-end—from hearing what clients or advisors actually need, through building the business case, to shipping the work. Ask them to walk through a specific release and explain how they chose what went in and what got delayed.
Questions to take into the conversation
- 01Tell me about a time you had to cut a feature from a release. What made you decide to remove it instead of something else?
- 02How did you know whether advisors or clients wanted a particular capability? What evidence changed your mind?
- 03Walk me through a release that didn't land the way you expected. What would you do differently?
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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