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

About the role

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 .