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SK Lahari

Director – Lead Product Manager,Wealth Management at Morgan Stanley | Product Strategy and Digital Transformation

Bengaluru

8+ years of work experience

Morgan Stanley
May 20265 mosPresent

Bengaluru

Driving strategic initiatives within Wealth Management Technology at Morgan Stanley, focusing on product delivery, digital transformation, operational efficiency, and scalable client-centric solutions. Partnering with business stakeholders, engineering teams, and leadership to define requirements, optimize workflows, and deliver high-impact technology initiatives across wealth management platforms.
Societe Generale Global Solution Centre
Mar 20224 yrs 3 mosMay 2026

Bengaluru

Led the development and scaling of enterprise risk and workflow platforms across global banking operations, collaborating with cross-functional teams including engineering, data science, and business stakeholders to drive product strategy and execution, impacting 1000+ users across 5+ regions. Product Strategy and Planning: Defined product vision and roadmap, prioritizing 20+ features across multiple releases, aligning with business goals and driving adoption across global teams Product Development: Led cross-functional teams (engineering, QA, data) to deliver scalable platforms, improving system performance and usability for 1000+ active users AI / Data Integration: Partnered with data science teams to integrate risk scoring and decision systems, improving accuracy and reducing manual effort by 30%+ Go-to-Market and Adoption: Drove product rollouts across business units, achieving 80%+ adoption rate within initial release cycles Metrics and Impact: Improved operational efficiency by 30%+, reduced processing turnaround time, and enhanced decision-making speed across global teams User Research and Problem Solving: Gathered insights from stakeholders and end users, identifying key pain points and driving product enhancements that improved usability and reduced friction Stakeholder Management and Communication: Collaborated with senior leadership and cross-functional teams, ensuring alignment on product vision and securing buy-in Project Management and Agile Methodologies: Led Agile execution across multiple squads, improving delivery timelines by 25% and ensuring high-quality releases.
Goldman Sachs
Mar 20202 yrs 1 moMar 2022

Bangalore

Supported enterprise risk, compliance, and customer data platforms. • Translated regulatory and personalization requirements for workflow automation. • Collaborated on API-based integrations, UAT, and end-to-end testing.
HSBC
May 20181 yr 5 mosSep 2019

Bengaluru Area, India

Delivered projects ahead of schedule, improving problem detection by 35%. • Boosted productivity by 20% through automated testing and CI/CD implementation. • Hands-on experience with AML tools (RDC, Negative News Search, Lexis Nexis).

SK’s AI Stack

claude code
claude code
claude
claude
gemini
gemini
mcp
mcp
openai
openai

Education

Master of Business Administration (M.B.A.), Marketing

SJCE

20152 yrs2017

Bachelor of Engineering (BE), Aeronautical/Aerospace Engineering Technology/Technician

jain university

20114 yrs2015

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Headline

Director – Lead Product Manager,Wealth Management at Morgan Stanley | Product Strategy and Digital Transformation

About

AI Product Manager with 8+ years of experience building data-driven products in banking and financial services. I specialize in defining product strategy, owning roadmaps, and delivering scalable platforms that drive measurable impact. Over the years, I have led end-to-end product development from ideation and PRDs to execution and global rollouts working closely with engineering, data science, and business teams. Currently, I focus on AI/ML-driven products, designing intelligent systems across risk, compliance, and workflow automation. My work includes building AI-powered KYC/CDD automation platforms, fraud detection frameworks, and conversational AI solutions that improve efficiency, reduce manual effort, and enhance decision-making. At Societe Generale, I have driven product initiatives impacting 1000+ users across global teams, improving operational efficiency by 30%+ and accelerating adoption across regions. My experience also spans Goldman Sachs and HSBC, where I contributed to product strategy, regulatory workflows, and risk platforms. I bring a strong blend of product thinking, domain expertise in banking, and growing depth in AI/ML focused on building scalable, intelligent, and user-centric solutions. Key strengths: • Product Strategy & Roadmaps • AI/ML Product Development • Risk & Compliance Platforms • Agile & Scrum (CSM Certified) • Stakeholder Management • Data-driven Decision Making I’m currently exploring opportunities to build impactful AI products and contribute to innovative, global teams. Let’s connect and collaborate!

Location

Bengaluru

AI stack

claude code

claude

gemini

mcp

openai

Work experience

Director - Lead Product Manager, Wealth Management at Morgan Stanley, May 2026 - Present · 5 mos, Bengaluru, Driving strategic initiatives within Wealth Management Technology at Morgan Stanley, focusing on product delivery, digital transformation, operational efficiency, and scalable client-centric solutions. Partnering with business stakeholders, engineering teams, and leadership to define requirements, optimize workflows, and deliver high-impact technology initiatives across wealth management platforms.

Product Manager at Societe Generale Global Solution Centre, Mar 2022 - May 2026 · 4 yrs 3 mos, Bengaluru, Led the development and scaling of enterprise risk and workflow platforms across global banking operations, collaborating with cross-functional teams including engineering, data science, and business stakeholders to drive product strategy and execution, impacting 1000+ users across 5+ regions. Product Strategy and Planning: Defined product vision and roadmap, prioritizing 20+ features across multiple releases, aligning with business goals and driving adoption across global teams Product Development: Led cross-functional teams (engineering, QA, data) to deliver scalable platforms, improving system performance and usability for 1000+ active users AI / Data Integration: Partnered with data science teams to integrate risk scoring and decision systems, improving accuracy and reducing manual effort by 30%+ Go-to-Market and Adoption: Drove product rollouts across business units, achieving 80%+ adoption rate within initial release cycles Metrics and Impact: Improved operational efficiency by 30%+, reduced processing turnaround time, and enhanced decision-making speed across global teams User Research and Problem Solving: Gathered insights from stakeholders and end users, identifying key pain points and driving product enhancements that improved usability and reduced friction Stakeholder Management and Communication: Collaborated with senior leadership and cross-functional teams, ensuring alignment on product vision and securing buy-in Project Management and Agile Methodologies: Led Agile execution across multiple squads, improving delivery timelines by 25% and ensuring high-quality releases.

Senior Analyst at Goldman Sachs, Mar 2020 - Mar 2022 · 2 yrs 1 mo, Bangalore, Supported enterprise risk, compliance, and customer data platforms. • Translated regulatory and personalization requirements for workflow automation. • Collaborated on API-based integrations, UAT, and end-to-end testing.

Associate at HSBC, May 2018 - Sep 2019 · 1 yr 5 mos, Bengaluru Area, India, Delivered projects ahead of schedule, improving problem detection by 35%. • Boosted productivity by 20% through automated testing and CI/CD implementation. • Hands-on experience with AML tools (RDC, Negative News Search, Lexis Nexis).

Education

Master of Business Administration (M.B.A.), Marketing, SJCE

Bachelor of Engineering (BE), Aeronautical/Aerospace Engineering Technology/Technician, jain university

SK Lahari - Director - Lead Product Manager, Wealth Management in Bengaluru | Tal