Job Overview:

The Assistant Vice President, Advisor AI Solutions will lead product management for a portfolio of advisor-facing AI experiences within the AI Business Solutions (ABS) team — the product management and business impact arm of the Chief Data & Artificial Intelligence Organization.

Reporting to the VP of AI Business Solutions, this role owns the end-to-end product development lifecycle for key advisor-facing AI capabilities, from opportunity framing and solution validation through pilot delivery, commercialization, and scaled adoption.

This AVP will define and deliver advisor chat and agentic AI experiences, evaluate and orchestrate third-party AI products, and ensure AI capabilities drive measurable business impact aligned to enterprise OKRs.

The role operates in a four-in-a-box model with Technology, Business, and Operations & Risk co-designing product definitions — including data contracts, evaluation frameworks, and governance documentation — ...