Director Investment Banking Business Technology & Product Management

Application Deadline:

11/10/2026

Address:

200 Connell Drive

Job Family Group:

Technology

Role Overview

The Director, Investment Banking Business Technology & Product Management plays a key leadership role in developing and executing the product and technology agenda supporting Investment Banking, including M&A, Equity Capital Markets, Debt Capital Solutions, and related advisory functions.

The Director partners closely with Investment Banking, Technology, Operations, and control functions to translate business priorities into product strategies, roadmaps, requirements, and delivery plans. The role provides product leadership across assigned platforms and capabilities supporting the deal lifecycle, including client coverage, pipeline management, deal execution, client and deal data, and regulatory workflows.

The Director is accountable for defined product areas and initiatives, ensuring priorities are clearly articulated, solutions address business and user needs, delivery is effectively coordinated, and new capabilities achieve intended business outcomes.

Key Accountabilities

Product Strategy & Roadmap Management

• •Partner with Investment Banking stakeholders to translate business priorities into product strategies, roadmaps, capabilities, and actionable initiatives .
• •Develop, maintain, and execute product roadmaps across assigned CRM, deal workflow, client data, and related platforms.
• •Serve as a primary connection between business stakeholders and Technology , translating business needs into clearly defined product requirements and delivery priorities.
• •Lead prioritization within assigned product areas , balancing business value, user needs, regulatory requirements, dependencies, and capacity.
• •Identify opportunities to improve banker productivity, client engagement, workflow efficiency, data quality, and usability .
• •Establish objectives and measures to assess adoption, user experience, operational efficiency, and business outcomes.

Product Execution & Delivery

• •Lead business and product execution across assigned technology initiatives in partnership with Technology and Operations.
• •Drive the definition of business requirements , user stories, acceptance criteria, testing, implementation readiness, and rollout plans.
• •Coordinate across business, technology, operations, and control partners to manage dependencies, risks, issues, and delivery decisions.
• •Represent Product Management in relevant governance and delivery forums , escalating material risks, issues, and decisions as required.
• •Lead business readiness, adoption, stakeholder communications , and user feedback processes for new and enhanced capabilities.
• •Monitor delivered solutions and identified opportunities for continued enhancement and optimization.

Operating Model, Risk & Controls

• •Support the ongoing development and execution of the Investment Banking product and technology operating model, including demand intake, prioritization, governance, and product lifecycle practices.
• •Partner with Risk, Compliance, Legal, Audit, Technology, and Operations to incorporate regulatory, risk, control, and enterprise requirements into product design and delivery.
• •Promote strong data quality, ownership, and governance practices across client, transaction, and deal data.
• •Identify product, process, data, or control gaps and coordinate remediation with appropriate stakeholders.
• •Ensure assigned products and initiatives operate within applicable governance, technology, risk, regulatory, and control frameworks.

Leadership & Stakeholder Management

• •Provide leadership, coaching, and direction to Product Managers, analysts, and subject matter experts supporting assigned product areas.
• •Establish clear product ownership, priorities, responsibilities, and expected outcomes across the team.
• •Foster a collaborative, high-performing environment focused on accountability, execution, business impact, and continuous improvement.
• •Build and maintain effective relationships with Investment Banking leaders and stakeholders across Technology, Operations, and control functions.
• •Develop Product Management capabilities across the team , including roadmap development, requirements management, prioritization, stakeholder engagement, adoption, and outcome measurement.
• •Communicate product strategy, priorities, progress, risks, and outcomes effectively to senior stakeholders.

Enterprise & Cross-Business Collaboration

• •Collaborate across Capital Markets and enterprise partners to support integrated client coverage, common data capabilities, and consistent business processes where appropriate.
• •Participate in broader initiatives involving data integration, platform evolution, workflow standardization, and technology modernization .
• •Promote the sharing of product capabilities, standards, and best practices across Investment Banking, Corporate Banking, Global Markets, and other partner businesses.
• •Identify opportunities to leverage common or enterprise capabilities to improve consistency, efficiency, and scalability.

Authorities & Decision Rights

• •Make product decisions and recommendations within assigned areas of responsibility and established governance frameworks.
• •Recommend product priorities, sequencing, requirements, and design approaches based on business value, user needs, risk considerations, and delivery dependencies.
• •Manage approved product roadmaps and escalate material scope, capacity, funding, risk, or prioritization decisions as appropriate.
• •Provide recommendations to business and technology leaders regarding technology-enabled improvements to Investment Banking processes and user experience.
• •Ensure assigned products and initiatives adhere to applicable risk, regulatory, technology, data, and enterprise standards.

Scope & Impact

• •Direct accountability for defined Investment Banking products, capabilities, and technology initiatives.
• •Supports capabilities that impact banker productivity, client engagement, revenue-generating activities, operational efficiency, data quality, and regulatory requirements.
• •Works across Investment Banking, Technology, Operations, and control functions to enable effective product development and delivery.
• •Translates strategic priorities into actionable product roadmaps, delivery plans, and measurable business outcomes.
• •Contributes product expertise and insights to the broader Investment Banking technology and product strategy.

Cross-Functional Relationships

• •Business: Investment Banking, including M&A, Equity Capital Markets, Debt Capital Solutions, and other Product Groups
• •Technology & Operations: Engineering, Architecture, Delivery, Production Support, and Operations
• •Control Functions: Risk, Compliance, Legal, and Audit
• •Enterprise Partners: Corporate and Commercial Banking, Global Markets, Wealth, Data & Analytics, and Finance

Knowledge & Skills

• •Strong experience within Capital Markets, with demonstrated knowledge of Investment Banking processes and deal lifecycle workflows .
• •Demonstrated experience in product management, business technology, technology-enabled transformation, or related disciplines .
• •Experience developing and managing product roadmaps , requirements, prioritization, delivery, implementation, and adoption.
• •Strong understanding of CRM platforms, workflow solutions, client and deal data, and related business technology capabilities .
• •Ability to translate complex business needs into structured product requirements and actionable delivery plans.
• •Strong stakeholder management and communication skills , with demonstrated ability to influence business, technology, operations, and control functions.
• •Demonstrated ability to lead teams and coordinate delivery across multiple stakeholders, priorities, and initiatives.
• •Strong analytical, problem-solving, organizational, and decision-making capabilities.
• •Working knowledge of risk, controls, data governance, and regulatory consider