Family Office Product Mgmt Exec

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This job is responsible for identifying, developing, and managing strategic initiatives that support, enhance, and scale the Family Office Solutions platform within the Private Bank. The Family Office Client Management Executive is a senior leadership role responsible for defining the strategic vision, overseeing operational execution, and driving continued growth of comprehensive family office services for ultra-high-net-worth families who have entrusted the Private Bank to serve as their family office. The role is accountable for ensuring the delivery of highly customized financial administration and reporting solutions, including Archway third-party data aggregation and reporting, bill payment administration, accounting, and financial reporting. These capabilities are delivered through a coordinated service model that brings together Family Office Strategists and specialists across Investments, Credit, Treasury Management, Trust, Wealth Planning, Operations, Technology, Risk, Compliance, and Product. This executive serves as a strategic leader and enterprise partner responsible for aligning client needs, advisor engagement, operational capabilities, risk controls, technology initiatives, and platform innovation. The role requires strong collaboration across senior executives and key stakeholders, strategic analysis to inform new wealth management solutions, and disciplined execution to ensure the platform remains a premier, best-in-class offering for sophisticated clients and family enterprises. The Family Office Client Management Executive is accountable for client satisfaction, operational excellence, risk management, talent development, innovation, and scalable growth. This role requires a highly strategic and influential leader who can balance executive client engagement, platform development, operational discipline, talent leadership, and risk oversight while inspiring teams and partners to deliver exceptional outcomes within a complex and highly regulated environment.

Drives the strategy, growth, and continued evolution of the Family Office Solutions platform, ensuring capabilities are aligned to the needs of ultra-high-net-worth clients, family enterprises, and their advisors. Identifies market trends, client needs, advisor feedback, and competitive dynamics to inform platform positioning, service enhancements, and product or capability development. Oversees the delivery of client and business offerings across Family Office Solutions, including Archway data aggregation and reporting, bill payment administration, general ledger accounting, and financial reporting. Partners with Family Office Strategists, Private Client Advisors, Family Office Product Manager and senior business leaders to support client retention, relationship expansion, successful onboarding, and new business opportunities. Serves as executive sponsor for complex and strategic Family Office client relationships, providing oversight for service reviews,