Client Experience Lead - Private Equity

JOB DESCRIPTION:

The Client Experience Lead reports into the Head of Product – Private Equity will serve as the strategic bridge between our Private Equity clients and the AD Intelligence platform, driving the end-to-end client experience from discovery through implementation and ongoing evolution. This senior leadership role requires a product-minded professional who can translate complex client needs into actionable product strategies while serving as the voice of the client across technology, business, and delivery teams.

As the primary product and technology expert for standard Private Equity clients, you will own the client-facing roadmap, lead structured discovery initiatives, and ensure the AD Intelligence platform delivers a market-leading, AI-native servicing experience. This role demands both strategic vision and hands-on execution to shape how Private Equity clients interact with our platform during this critical initial market roll-out phase.

Your responsibilities

Client Engagement & Discovery

• Own and optimize Private Equity client end-to-end interactions with the new AD Intelligence platform, identifying existing key pain points and priorities for the initial market roll-out
• Lead structured discovery sessions with Private Equity clients and prospects to translate business requirements into clear product inputs, use cases, and prioritization recommendations
• Serve as the primary product and technology expert for Private Equity clients, enabling commercial demos and maintaining a clear understanding of current and planned technology capabilities

Roadmap & Strategy

• Develop and maintain the Private Equity client-facing roadmap, prioritizing the most impactful use cases and embedding the broader shared capabilities, portal, and Private Equity data/analytics roadmaps
• Quantify the impact of roadmap initiatives where possible to support data-driven decision-making
• Capture and synthesize client feedback and market signals, feeding insights back into product strategy, roadmap planning, and go-to-market positioning

Cross-Functional Leadership

• Build a shared understanding of client needs with technology, business, and delivery teams to generate alignment and confidence in the prioritized roadmap
• Deliver clear requirements for technical design and execution of the highest priority work
• Work closely with the Head of Client Portals as the Private Equity subject matter expert to ensure consistency and ease of use throughout ADI for Private Equity use cases

Product Excellence

• Create a market-leading experience for Private Equity clients through an AI-native integrated servicing platform
• Ensure exceptional usability and consistency across all client touchpoints within the AD Intelligence platform
• Drive continuous improvement through ongoing client feedback loops and market analysis

Your profile

Required Experience

• 10+ years in product management, with demonstrated progression to senior leadership roles
• Fluency in Private Equity market dynamics and ongoing trends, with the ability to anticipate client needs
• Proven experience developing and evolving client-facing enterprise SaaS cloud-native products/solutions from concept through maturity
• Demonstrable experience in early-stage product development and client discovery, including working with ambiguity and rapidly iterating
• Previous roadmap ownership with justified prioritization frameworks and clear outcomes
• Experience with SAFe (Scaled Agile Framework) and disciplined, agile delivery approaches

Leadership & Stakeholder Management

• Ability to manage teams of various seniorities and backgrounds, aligning diverse talents to a strategic vision
• Proven ability to influence varied key stakeholders and deliver within a matrixed organization/structure
• Experience presenting to and guiding conversations with senior financial services professionals, including client partners and prospects
• Strong executive presence with the ability to command credibility across technical and business audiences

Core Competencies

• Strategic thinking with strong execution capabilities
• Exceptional communication and storytelling skills, translating technical concepts for diverse audiences
• Data-driven decision-making with strong analytical and synthesis capabilities
• Client-centric mindset with passion for delivering exceptional user experiences
• Comfortable working in fast-paced, evolving environments with competing priorities
• Deep understanding of AI-enabled products and platforms (preferred)