Associate Product Manager

Aiviq

Jan 2025

• Drove comprehensive product vision and strategic roadmap for enterprise platform serving financial services clients, analysing complex requirements and market trends to deliver targeted product solutions that addressed critical business challenges.

• Led cross-functional development and QA teams through complete feature lifecycle, providing technical guidance on architecture decisions including data infrastructure and AI implementation strategies.

• Designed end-to-end product solutions by creating detailed business logic, user wireframes, acceptance criteria, implementation roadmaps, and comprehensive testing strategies to ensure successful feature delivery.

• Oversaw complete UI/UX product experience to maintain visual consistency, optimise user satisfaction, and ensure alignment with company brand standards and communication guidelines.

• Built compelling business cases and communicated product strategy to C-level executives and stakeholders while actively supporting pre-sales initiatives, marketing campaigns, and competitive market analysis.

Operations Associate → Senior Operations Associate

Vestwell

2021 – 2023

• Collaborated with Engineering, Customer Service, and Product teams to optimise platform features and elevate user experience.

• Led project with product team to define and prioritise new features for internal UI migration, enhancing operational efficiency.

• Orchestrated and executed a critical data reconciliation project:

• Developed comprehensive procedures and led team execution

• Provided regular stakeholder updates

• Collaborated with engineering, product, and third-party vendors to implement systemic improvements, mitigating future operational errors

• Identified and analysed technical bugs, assessing their impact on platform database and operational processes; partnered with Engineering and Product teams to implement effective solutions.

• Created comprehensive team documentation, streamlining onboarding processes and enhancing cross-departmental visibility.

Personal Activities Compliance Intern

Robert W. Baird

2019 - 2021

• Assisted in reforming company policies on brokerage account monitoring, contributing to improved efficiency and risk management.

• Participated in projects to enhance compliance communications, demonstrating ability to translate complex information into user-friendly formats.

• Managed account and HR data for compliance tracking, showcasing data management and analytical skills.

• Communicate with associates across business units to assist in comprehension of compliance rules.