Robert Wylie
Senior Product Management Leader | Wealth Management & FinTech
- Role
- Director, Product Management at BNY Pershing
- Location
- Weehawken, NJ, US
- LinkedIn followers
- 500 followers
About Robert Wylie
Senior Product Manager in Wealth Management and FinTech with more than 15 years of experience leading the development of advisor and client facing platforms. I specialize in financial planning platforms and client data aggregation solutions, including client budgeting and spending tools, with a growing focus on integrating AI-driven enhancements to improve efficiency and engagement.I’ve led enterprise-scale rollouts of both homegrown 0→1 solutions and third-party vendor integrations across financial planning, data aggregation, proposal generation, alternative investment analytics, and advisory tools with a focus on delivering engaging solutions that enhance advisor and client experiences.Committed to driving innovation in WealthTech by combining deep domain knowledge with new technologies, and by turning complex challenges into intuitive, compliant products that deliver measurable results for advisors, clients, and the business.
Experience
Director, Product Management
Mar 2026 — Present · New York, NY, US
Education
Rutgers University–New Brunswick
Economics
2001 — 2005
Skills
- Securities
- Asset Allocation
- Mutual Funds
- Finance
- Series 7
- Equities
- Alternative Investments
- Fixed Income
- Financial Services
- Wealth Management
- Portfolio Management
- Asset Management
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