Junior Product Manager → Product Design Manager

Aiviq

Jan 2025

• Partnered with product managers and engineers to shape 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.

• Designed end-to-end user experiences across the webapp, owning the full design process from discovery through delivery

• Contributed to roadmap prioritisation by championing user-centred thinking at the product level, influencing feature direction and long-term vision

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

• Built and maintained a shared component library and consistent design patterns, improving cross-team efficiency and product coherence

• Conducted user research and usability testing to validate concepts and drive iterative improvements, reducing friction across key financial workflows

• Defined and upheld design standards across the product to ensure a cohesive, trustworthy experience for end users

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.