We are looking for a domain-strong Wealth Management Product Manager to lead advisor-centric platform initiatives across onboarding, servicing, portfolio reporting, data integrations, and AI-enabled capabilities. This role sits at the intersection of wealth strategy, technology, and execution, partnering closely with engineering, data, UX, and senior stakeholders. Responsibilities • Own product vision and roadmap for Wealth Management platforms, including advisor workflows, client experiences, custodian integrations, and reporting • Act as the wealth domain SME, with strong understanding of advisor-led models, households/accounts, UMA/SMAs, alternatives, and compliance needs • Translate business priorities into clear epics, features, and user stories with strong acceptance criteria • Drive delivery using Agile / Scrum / SAFe, balancing speed, scale, and risk • Partner with engineering and data teams on APIs, data ingestion, reconciliation, and platform modernization • Identify and prioritize AI / GenAI use cases (advisor copilots, insights, automation) with focus on adoption and business impact • Communicate clearly with business and technology leaders, surface risks, dependencies, and trade-offs early Qualifications • 8+ years of experience in Wealth Management • Hands-on exposure to advisor platforms, CRM, portals, custodians and wealth reporting • Proven Product Manager / Product Owner experience on complex platforms • Strong working knowledge of Agile delivery • Technically fluent in APIs, data platforms, and cloud concepts (AWS preferred) • Practical exposure to GenAI / AI-enabled workflows in enterprise settings • Strong communication, structured thinking, and executive presence Nice to Have • Experience with OAS, TAMPs, or platform-based wealth models • Consulting background or large transformation experience • Exposure to AI agents or advisor productivity tools Additional Information PAY RANGE $128,000-$193,000 SET YOURSELF APART • Experience in digital transformation initiatives and enterprise product management. • Knowledge of AI, machine learning, and automation in product development. • Certifications in Product Management (e.g., CSPO, Pragmatic Institute, or similar). • Experience in customer experience (CX) strategy and omnichannel product development. • Strong understanding of cloud-based solutions and SaaS product management. ADDITIONAL INFORMATION • An inclusive workplace that promotes diversity and collaboration. • Access to ongoing learning and development opportunities. • Competitive compensation and benefits package. • Flexibility to support work-life balance. • Comprehensive health benefits for you and your family. • Generous paid leave and holidays. • Wellness program and employee assistance.