VP, Product Strategy & AI Platform Transformation / Financial Services

About The OpportunityBIP Capital is building a next-generation technology platform at the intersection of wealth management and private markets. The platform is designed to deliver innovative, data-driven solutions that provide advisors and investors with seamless access to sophisticated investment strategies across private equity, venture capital, and private credit.We are seeking a Vice President, Product to lead product strategy and execution across this platform. This leader will play a critical role in defining the product vision, building scalable solutions, and translating market opportunity into a differentiated roadmap. The ideal candidate will bring a strong balance of strategic thinking, customer insight, and executional leadership within complex financial services and technology environments.Role OverviewThe VP, Product will own the end-to-end product lifecycle, from strategy through execution, ensuring alignment between customer needs, market trends, and business objectives. This individual will bring a strong balance of voice-of-customer insight, industry awareness, and product discipline to shape a compelling and executable product roadmap.Reporting to the CTO of BIP Capital, this role requires a builder mindset, with experience operating in startup or high-growth environments, and the ability to navigate complexity across financial services and technology of two distinct but interdependent organizations. The ideal candidate is equally effective at vision-setting and execution: comfortable creating structure where none exists, driving team-building and talent development, and leading change management across a fast-moving organization. This individual engages directly with executive leadership, influences strategic decisions across organizational lines, and operates as a key thought partner at the highest levels of the enterprise.Location: Atlanta, GA (Hybrid; expected regular in-office collaboration with leadership and functional teams)Key ResponsibilitiesProduct Strategy & VisionDefine and drive the long-term product vision for the product platform Translate evolving wealth management and private market trends into actionable product strategies Synthesize customer needs, advisor workflows, and industry innovation into a clear product directionIncorporate emerging technologies, including AI/ML capabilities, into product strategy where they create meaningful differentiationRoadmap Development & ExecutionBuild and maintain a prioritized, outcome-driven product roadmap balancing near-term delivery with long-term platform scalabilityPartner closely with engineering, design, and business stakeholders to deliver high-impact solutions Establish and apply a build-vs.-buy decision framework across the product portfolioLead the integration strategy for acquired platforms (M&A) and third-party systems to ensure a cohesive, scalable ecosystem AI Product Strategy Own the product roadmap for BIP Wealth's AI integration platform and related internal AI initiatives Drive AI-enabled enhancements across internal products and operational workflows Serve as the technical product counterpart to BIP Capital's stakeholders, identifying and executing opportunities for scalable AI-driven solutions Partner with the AI engineering team to align technical execution, product priorities, and business objectivesM&A Integration & RIA OnboardingOwn the product strategy for M&A-related integrations, translating each acquisition into a structured onboarding and operational integration planBuild and maintain a repeatable RIA onboarding playbook covering advisor assimilation, data migration, systems integration and platform access Anticipate and evaluate the technology needs of newly acquired RIA teams, incorporating integration requirements and enhancements into the product roadmap proactivelyCustomer & Market InsightServe as the voice of the customer — deeply understanding the needs of advisors and investorsContinuously assess the competitive landscape, fintech trends, and emerging technologies including advancements in AIIncorporate market intelligence into product decisions to ensure ongoing relevance and differentiationCross-Functional Leadership & Stakeholder ManagementLead cross-functional collaboration across technology, investment, and advisory teams Align stakeholders across both organizations to drive clarity and execution commitmentsCommunicate product strategy and progress clearly to executive leadership and the board, as appropriateAct as a trusted partner to senior leadership, contributing to broader business and platform strategyProduct Operations & PerformanceEstablish product KPIs and success metrics tied to adoption, engagement, and business outcomesDrive data-informed decision-making across the product lifecycleBuild scalable product processes appropriate for a growing platformChampion the use of modern product tools, including AI-enabled workflows, to improve speed, insight, and executionRequirementsRequired Experience10+ years in product management, with progression into senior leadership (Director/VP level)Proven experience in financial services (wealth management, asset management, fintech, or related)Demonstrated success building and scaling products in a startup or high-growth environmentExperience leading products that incorporate or leverage AI/ML capabilities in a meaningful wayExperience managing complex system integrations, including M&A-related platform integration and third-party vendorsStrong track record of delivering customer-centric products with measurable impactCore CapabilitiesAbility to balance customer insight, market trends, and business strategy into a cohesive roadmapStrong product judgment and prioritization skills in ambiguous, fast-moving environmentsExecutive presence and comfort engaging, influencing, and communicating with senior leadershipExperience working closely with engineering teams to deliver complex, integrated platformsFluency in modern product tools and data environments, including AI-enabled capabilitiesPreferred ExperienceExperience in private markets, alternatives, or advisor technology ecosystemsBackground supporting RIAs, high-net-worth clients, or investment platforms Prior experience at a firm that grew through acquisition or rapid inorganic expansionBachelor's degree in Finance, Accounting, Economics, Math, or a related field (MBA preferred)Leadership ProfileStrategic thinker with a builder mentality, comfortable creating structure where none existsComfortable operating in ambiguity and driving clarity across a fast-moving organizationHighly collaborative, with the ability to influence across organizations Customer-obsessed and data-drivenExecutive-ready, with strong presence and sound judgment in senior forumsEqually effective at vision-setting and executionBenefitsWhy This RoleThis is a rare opportunity to shape a category-defining platform at the convergence of wealth management and private markets — bringing institutional-quality investment access to a broader advisor audience while redefining the advisor and client experience.There is genuine whitespace to create impact not incremental improvement, but category-level differentiation. Build at an inflection point. This role carries explicit scope across both BIP Wealth and BIP Capital teams as the two platforms converge to include exposure to portfolio companies and executive leadership across both organizations.WHY JOIN BIP CAPITAL Top-quartile Performance: We are a leading venture capital firm in a vibrant tech ecosystem offering national prominence Internal Growth: We foster critical thinking and promote internal advancement from day one Unique Value Proposition: Our firm boasts a robust, defensible value proposition supported by a high-net-worth investor base Merit-based Environment: We encourage you to bet on yourself, leveraging your merit to excel and thrive Benefits: We offer a comprehensive benefits package that includes competitive salaries, health and wellness plans, retirement savings options, paid time off, professional development opportunities, and various employee well-being programsAbout BIP CapitalBIP Capital, headquartered in Atlanta, GA, is a leading venture capital firm managing over $1.6 billion in client assets. BIP Capital has delivered exceptional and consistent returns, earning a reputation as a trusted partner for innovative companies. The firm combines cutting-edge financial science, operational expertise, and a collaborative investment approach to drive extraordinary value creation across its portfolio.About BIP WealthBIP Wealth is a leading independent Registered Investment Advisory (RIA) firm headquartered in Atlanta, focused on helping high-net-worth individuals, families, and business owners build and preserve long-term wealth. Founded in 2007, the firm combines personalized financial planning with sophisticated public and private investment strategies grounded in research-driven principles. With over $5.5 billion in assets under management, BIP Wealth has built a reputation for delivering a high-touch client experience and innovative wealth management solutions nationwide.BIP Capital is committed to creating a diverse environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. BIP Capital is also committed to compliance with all fair employment practices regarding citizenship and immigration status.