Product Management UX Strategy Compliance
Wealth Management Onboarding Flow
Goal: Design and launch an intuitive onboarding flow that qualifies prospects and integrates securely with internal wealth management systems — improving lead quality and operational efficiency.
My Role
- Served as product manager during the delivery stage
- Managed backlog, priorities, and sprint planning across cross-functional teams
- Led stand-ups, client check-ins, and backlog refinement sessions
- Acted as the primary liaison between design, development, and client stakeholders
- Balanced evolving client feedback with tight timelines and compliance requirements
Tools & Tech
- Figma – wireframes and UX iterations
- Jira – backlog management, sprint tracking, and stakeholder updates
Accomplishments
Delivered MVP version of onboarding tool on time, despite frequent scope shifts
Facilitated integration with secure internal systems, meeting strict compliance standards
Adapted to last-minute UX/design pivots after stakeholder feedback