Sr. Product Manager

Title: Sr. Product Manager Location: Irvine, CA - 4 days a week onsite Duration: Long Term Contract

NOTE :: Need Local candidate only

Top Skills Required:

Portfolio Management.
Wealth Management.
Someone who has done support before/ Program Management.
Flair for tech like AI (beyond just prompting), cloud (basic aws cloud stuff), data experience (SQL write basic queries).

Requirements Provided:

• Strong wealth management domain expertise across client experience, advisor experience, CRM, financial planning, portfolio management, trading, rebalancing, performance reporting, custody, and back-office operations.
• Experience supporting HNW/UHNW or private wealth businesses.
  Own product vision, roadmap, backlog, prioritization, user stories, acceptance criteria, and release planning.
• Translate business needs into clear product capabilities, workflows, and delivery requirements. Work directly with client, household, account, position, transaction, cash flow, performance, and activity data
• Hands-on experience with SQL, Excel, BI, analytics, or data exploration tools
• Identify and shape AI and generative AI use cases for advisors, clients, operations, and service teams.
• Use AI tools for discovery, requirements, analysis, prototyping, testing, and documentation.
• Experience with rapid prototyping using AI, low-code, no-code, or design tools.
• Understanding of AI-first SDLC practices and responsible AI considerations
• Partner with business, design, architecture, engineering, data, QA, and operations teams
• Lead workshops, backlog refinement, sprint planning, demos, UAT, and release readiness
• Strong stakeholder management and executive communication skills
• Ability to manage milestones, dependencies, risks, issues, and cross-team coordination
• Experience working in an onshore-offshore delivery model across multiple time zones
• Ability to provide strong domain context and clear direction to engineering teams
• 8+ years of product management, product ownership, consulting, or business analysis experience
• 5+ years of relevant wealth management or financial services experience.