I've worked at a major bank in AI and innovation strategy, functional finance, capital market and risk management. I understand financial services, tech, AI and business. How can I use my background and experience to break into tech / PM?
Your experience in financial services, AI strategy, capital markets, and risk management is actually your competitive advantage. You understand how large financial institutions evaluate, buy, and adopt technology, including the regulatory and business constraints that technology companies often struggle to navigate. Don't compete for generic PM roles where you're starting from scratch. Target companies where your domain expertise can help them build better products for financial services customers. My recommendation would be to pursue PM roles directly, particularly in enterprise AI, data platforms, risk, compliance, and financial technology. In parallel, explore product strategy, industry solutions, or technical strategy roles that work closely with product and engineering. But be careful about joining a technology company in any role to get your foot in the door. Getting into tech and getting into PM are two different things, and internal transfers are never guaranteed. I would also explore opportunities to own an AI or technology product within your current bank. That could be a faster route to establishing product credibility than taking a non-product role elsewhere. Pick five target PM positions and map your experience against their requirements. For each major initiative you've led, identify the customer problem, the decisions you personally made, the trade-offs you navigated, how you worked with technical teams, and the measurable business outcome. That's how you translate your experience into a credible PM story. Have you actually owned the development, delivery, or adoption of an AI or technology product, or has your experience been primarily strategy and advisory? This tells me if you're ready to pursue PM directly or need an intermediate step. And regarding VC, I'd focus first on building real product ownership and commercial judgment. That experience will serve you well if you pursue investing later. Vasu Rao ThinkingPartners.ai vasu.rao.pm@gmail.com