Senior Product Manager (Wealth Management)
Core
Lead product vision and execution for Wealth Management platforms, focusing on advisor and client experiences including onboarding, servicing, reporting, and AI-enabled capabilities.
Role type
Senior Product Manager (Wealth Management)
Builds
Modern advisor and client platform experiences across onboarding, servicing, reporting, integrations, and AI workflows.
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Wealth Management domain expertise, advisor platform knowledge, enterprise platform delivery, API/integration design, GenAI/AI workflow adoption, Agile/Scrum, cloud concepts (AWS), data analysis, stakeholder communication
Preferred skills
Outsourced Advisory Solutions (OAS) experience, TAMPs, AI agents, workflow automation, consulting/transformation background, WealthTech ecosystems
Technologies
AWS, Claude, VS Code, Copilot, BMAD, SpecKit
