Sr. Product Manager
Core
Lead the Wealth Management Product Team to drive strategy, roadmap, and execution of technology capabilities supporting wealth management operations, advisors, and clients.
Role type
Senior Product Manager (Wealth Management)
Builds
Scalable, compliant, client-focused solutions for advisory platforms, data reporting, and workflow automation.
Domain
Financial Services / Wealth Management
Deliverable
product features
Required skills
Product vision and roadmap definition, Stakeholder management, Agile delivery, Cross-functional leadership, Regulatory compliance navigation, Vendor management
Preferred skills
Salesforce platform expertise, Trust and custody domain knowledge, Tax reporting processes, Data automation, Modernization initiatives
Technologies
Salesforce, Wealthscape, Schwab platforms
Responsibilities
Define product vision and roadmap, Translate business needs into product strategies, Lead end-to-end product delivery, Drive execution across advisory platforms and integrations, Manage stakeholder and vendor relationships, Lead and coach the product team
Seniority
Senior, hands-on IC with people leadership