Senior Product Manager (Wealth Management)
Core
Lead advisor-centric platform initiatives for Wealth Management, covering onboarding, servicing, portfolio reporting, data integrations, and AI-enabled capabilities.
Role type
Senior Product Manager (Wealth Management)
Builds
Advisor workflows, client experiences, custodian integrations, and reporting platforms
Domain
Wealth Management / Financial Services
Deliverable
product features
Required skills
Wealth Management domain expertise, Product Management, Agile/Scrum/SAFe, API integration, Data platforms, Cloud concepts, GenAI use case identification
Preferred skills
OAS/TAMPs experience, Consulting background, AI agents exposure
Technologies
AWS, APIs, Cloud platforms, GenAI
Responsibilities
Own product vision and roadmap for Wealth Management platforms, Act as wealth domain SME, Translate business priorities into epics and user stories, Drive delivery using Agile methodologies, Partner with engineering on data ingestion and platform modernization, Identify and prioritize AI/GenAI use cases
Seniority
Senior, hands-on IC
