VP, Product Strategy & AI Platform Innovation / Financial Services / Wealthtech

ABOUT THE OPPORTUNITY

BIP 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 OVERVIEW

The 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 RESPONSIBILITIES

Product Strategy & Vision

• Define 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 direction
• Incorporate emerging technologies, including AI/ML capabilities, into product strategy where they create meaningful differentiation

Roadmap Development & Execution

• Build and maintain a prioritized, outcome-driven product roadmap balancing near-term delivery with long-term platform scalability
• Partner closely with engineering, design, and business stakeholders to deliver high-impact solutions
• Establish and apply a build-vs.-buy decision framework across the product portfolio
• Lead 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 objectives

M&A Integration & RIA Onboarding

• Own the product strategy for M&A-related integrations, translating each acquisition into a structured onboarding and operational integration plan
• Build 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 proactively

Customer & Market Insight

• Serve as the voice of the customer — deeply understanding the needs of advisors and investors
• Continuously assess the competitive landscape, fintech trends, and emerging technologies including advancements in AI
• Incorporate market intelligence into product decisions to ensure ongoing relevance and differentiation

Cross-Functional Leadership & Stakeholder Management

• Lead cross-functional collaboration across technology, investment, and advisory teams
• Align stakeholders across both organizations to drive clarity and execution commitments
• Communicate product strategy and progress clearly to executive leadership and the board, as appropriate
• Act as a trusted partner to senior leadership, contributing to broader business and platform strategy

Product Operations & Performance

• Establish product KPIs and success metrics tied to adoption, engagement, and business outcomes
• Drive data-informed decision-making across the product lifecycle
• Build scalable product processes appropriate for a growing platform
• Champion the use of modern product tools, including AI-enabled workflows, to improve speed, insight, and execution

Requirements

Required Experience

• 10+ 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 environment
• Experience leading products that incorporate or leverage AI/ML capabilities in a meaningful way
• Experience managing complex system integrations, including M&A-related platform integration and third-party vendors
• Strong track record of delivering customer-centric products with measurable impact

Core Capabilities

• Ability to balance customer insight, market trends, and business strategy into a cohesive roadmap
• Strong product judgment and prioritization skills in ambiguous, fast-moving environments
• Executive presence and comfort engaging, influencing, and communicating with senior leadership
• Experience working closely with engineering teams to deliver complex, integrated platforms
• Fluency in modern product tools and data environments, including AI-enabled capabilities

Preferred Experience

• Experience in private markets, alternatives, or advisor technology ecosystems
• Background supporting RIAs, high-net-worth clients, or investment platforms
• Prior experience at a firm that grew through acquisition or rapid inorganic expansion
• Bachelor's degree in Finance, Accounting, Economics, Math, or a related field (MBA preferred)

Leadership Profile

• Strategic thinker with a builder mentality, comfortable creating structure where none exists
• Comfortable operating in ambiguity and driving clarity across a fast-moving organization
• Highly collaborative, with the ability to influence across organizations
• Customer-obsessed and data-driven
• Executive-ready, with strong presence and sound judgment in senior forums
• Equally effective at vision-setting and execution

Benefits

Why This Role

This 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 programs.

About BIP Capital

BIP 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 Wealth

BIP 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.