Atif Khan
Greater New York Area,USA
Summary
SAFe-certified product leader with over a decade of experience leading product strategy, portfolio execution, and organizational transformation across fintech, wealth management, and banking platforms. Proven leader of global product organizations driving multi-year modernization initiatives, including AI-powered platform unification, advisor workflow transformation, and enterprise digital ecosystems serving hundreds of thousands of users. Led large-scale organizational and process redesign using Agentic AI and Agent Framework architectures to unlock autonomous agent capabilities, delivering 2–10x efficiency gains by fundamentally simplifying how work is executed across product, operations, and go-to-market teams. Trusted partner to C-suite and senior stakeholders, with a strong record of aligning product vision, AI innovation, and business strategy to accelerate growth, improve operating leverage, and create durable competitive advantage. Known for mentoring high-performing product leaders, scaling platforms responsibly, and translating complexity into clear, executable strategy.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Senior Product Manager: AI-Native Platform Experience & Mobile Apps
Advisor 360
Needham Heights & Remote, USA
07.2022 - Current
- Own end-to-end product strategy, investment decisions, and execution for a multi-sided wealth management platform spanning Investor (web/mobile), Advisor (web/mobile), and Home Office portals, overseeing $5–6M in annual investment across platforms and capabilities; accountable for outcomes presented bi-monthly to executive leadership and quarterly to the Board of Directors.
- Led agent-first orchestration of 19 core advisor products spanning account opening, funding, CRM, trading, fee scheduling, compliance, and client interaction, redesigning end-to-end workflows so agents coordinate work across systems rather than users switching tools; delivered a 25% uplift in advisor productivity and increased monthly active users from 7,680 to 13,967 by eliminating fragmented processes and manual handoffs.
- Deliver products on an institutional scale, serving broker-dealers with $350B+ AUM and RIAs as small as $500M AUM, with platforms supporting 18,000 advisors/assistants and 690,000 investors across multiple regulatory and operational environments.
- Introduced advisor meeting intelligence powered by agentic orchestration, consolidating CRM data, historical context, and portfolio performance to reduce meeting preparation time from ~8 hours to ~40 minutes, enabling advisory teams to shift from manual prep to higher-value client strategy and cross-sell conversations.
- Drive direct revenue growth through new product launches, including an advisor mobile application that secured new enterprise clients generating $1.8M in annual revenue, and an advisor meeting intelligence solution sold as a standalone product to many advisor offices, generating $2.8M in recurring annual revenue.
- Built and scaled an advisor mobile experience that transformed how advisors operate on the go, increasing mobile adoption from 4,700 to 13,327 active users (out of 18,000) by enabling secure messaging, digital forms, task delegation, and compliant trading from mobile devices.
- Led the design and launch of an investor mobile and web experience used by ~690,000 investors, delivering secure document upload, portfolio visibility, account aggregation, and direct advisor interaction—contributing to a 43% increase in digital-first client satisfaction (2023).
Senior Digital Product Manager/Owner: Deposit Servicing /Authentication
Santander Bank
Dorchester, USA
07.2021 - 06.2022
- Led a team of 6 product managers and 2 product owners to architect Santander’s transformation from legacy systems to a modern digital banking stack. Defined and delivered a 2-year strategic roadmap for the 'One Bank' unified online platform, reducing account opening and funding time by 89% and driving key milestones in the 2021–2023 enterprise growth plan.
- Delivered scalable, cloud-integrated digital banking services for 2M+ retail customers, embedding machine learning–based fraud detection models to identify anomalous behavior, transaction velocity spikes, and geo-behavioral inconsistencies. Enhanced platform integrity while also launching digital self-service capabilities (e.g., Card Management, Address Maintenance, TIN Updates, Overdraft Controls) across iOS and Android mobile apps.
- Spearheaded the deployment of Threat Matrix and biometric authentication APIs, enabling real-time risk assessment and secure multi-factor login workflows. Collaborated with InfoSec and fraud analytics teams to fine-tune ML classification models and rules-based engines, reducing false positives and elevating detection precision.
- Championed the Voice of the Customer program, integrating UX telemetry and feedback into agile product iterations. Applied predictive insights from user behavior analytics to refine mobile journeys and prioritize security features—contributing to the Santander Banking App’s JD Power rank jump from 15th (2020) to 7th (2022) among U.S. retail banks.
Product Owner / Senior Business Analyst: SEI Wealth Platform (SWP)
SEI Investments Company
Oaks, USA
01.2017 - 06.2021
- Collaborated with a team of 6 senior business analysts to analyze SEI’s new self-service trading platform business model initiative, resulting in 19 new projects from 2017 to 2019. These projects spawned services that attracted both small firms and large banks as clients, generating between $5 million to $150 million per account for SEI.
- Spearheaded the transformation of SEI Wealth Platform’s Global Data Repository into the Trading Partner Repository. This platform empowered all SEI Street Side Business Partners with self-service capabilities, including Trading Partner setup and maintenance, processing cash transactions, and handling up to half a million fund records per day.
- Designed and implemented stream loaders for Cash Disbursement, Cash Receipts, and Nostro Account Transfers on the SEI Wealth Platform, enabling SEI clients to initiate up to 5,000 cash transfers in a single file, reducing internal account balance settlement time from 2 days to 2 hours.
- Applied Optimization techniques to reduce SEI back office operational tasks (including Universal Trading Calendars Setup, MIC Codes Setup for SEI Business Partners, and others) by 45% through the implementation of a Universal Calendars Repository, saving SEI’s back-office teams up to $2 million annually.
- Developed the SEI Trading Partners dashboard, empowering SEI’s multi-jurisdiction clients (with offices in the US and abroad) to access consolidated trading partner data, trading activities, equities, and fund reports in real time.
Product Manager
Social Impact Global Network (S.I.G.N) LLC
Cambridge, USA
09.2015 - 12.2016
- Secured $150,000 in Series A funding and executed two successful international product pilot programs and initial sales initiatives in Nagpur, India and Cambridge, MA.
Education
Bachelor of Electrical Engineering -
National University of Sciences and Technology (NUST-SEECS)
Islamabad, PakistanMaster of International Business -
Hult International Business School
Boston, MassachusettsSkills
- Wealth Tech Software Development
- AI Products Integrations
- Coaching & Facilitating Scrum teams
- Advisor & Investor Mobile Apps
- AGENT Framework Application
- Managing PMs/POs
- B2B & B2C Pre-Sales/Sales
- Agentic AI Implementation
- CRM Solutions/Integrations
- Vision/Roadmap Development
- Investment Platform Analysis
- Data Analysis
- Product Led Growth Initiatives
- Workflow Optimization
- Business Process Modeling
Websites
Certification
- Harvard Data Science Initiative: Agentic AI Contextualized & Applied Intensive Certification
- Certified Scrum Master
- SAFe PO/PM
- IBM Data Analyst Professional Certificate
Timeline
Senior Product Manager: AI-Native Platform Experience & Mobile Apps
Advisor 360
07.2022 - Current
Senior Digital Product Manager/Owner: Deposit Servicing /Authentication
Santander Bank
07.2021 - 06.2022
Product Owner / Senior Business Analyst: SEI Wealth Platform (SWP)
SEI Investments Company
01.2017 - 06.2021
Product Manager
Social Impact Global Network (S.I.G.N) LLC
09.2015 - 12.2016
Bachelor of Electrical Engineering -
National University of Sciences and Technology (NUST-SEECS)
Master of International Business -
Hult International Business School