Constel Global India Global Private Limited

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Senior Product Manager – Wealth Management

Hybrid in Irvine, CA, US • Posted 1 hour ago • Updated 1 hour ago

Contract Independent

6 Months

No Travel Required

Hybrid

Depends on Experience

Fitment

Dice Job Match Score™

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Job Details

Skills

Artificial Intelligence
Product Management
Portfolio Management
Wealth Management
finance

Summary

Role: Senior Product Manager- wealth Management

Location: Irvine, CA – 4 days onsite per week (mandatory)

Key Responsibilities

Own and drive product vision, roadmap, backlog, prioritization, user stories, acceptance criteria, and release planning.
Translate complex wealth management business requirements into clear product capabilities, workflows, user stories, and technical delivery requirements.
Work with data across clients, households, accounts, positions, transactions, cash flows, performance, and activities to support product and business decisions.
Partner closely with business stakeholders, advisors, design, architecture, engineering, data, QA, operations, and offshore delivery teams.
Lead requirements workshops, backlog refinement, sprint planning, demos, UAT, release readiness, and stakeholder reviews.
Identify and shape AI and Generative AI opportunities for advisors, clients, operations, and service teams. Use AI tools where appropriate for discovery, requirements analysis, prototyping, testing, documentation, and delivery acceleration.
Support rapid prototyping using AI, low-code/no-code, analytics, or design tools and demonstrate an understanding of AI-first SDLC and responsible AI practices.
Manage milestones, dependencies, risks, issues, and cross-functional coordination, including teams operating across multiple geographies and time zones.
Provide strong wealth management domain context and clear functional direction to engineering teams.

Required Experience

8+ years of experience across Product Management, Product Ownership, Consulting, Business Analysis, or related product delivery roles
5+ years of relevant Wealth Management / Financial Services experience
Strong hands-on understanding of Portfolio Management and Wealth Management
Experience working with HNW/UHNW or Private Wealth businesses strongly preferred
Experience with SQL, Excel, BI, analytics, or data exploration tools
Experience working with technology and engineering teams in an Agile delivery environment
Strong stakeholder management and executive communication skills
Experience coordinating onshore/offshore teams
Ability to combine domain knowledge + product ownership + delivery/program management + technology awareness

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: 91174913
Position Id: 9066336
Posted 1 hour ago

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