Product Manager

Job Title: Senior Product Manager

6 Months

Irvine, CA (4 days onsite)

Top 3 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)

Summary:

We are looking for a Product Management leader with strong Wealth Management domain expertise who can operate at the intersection of business, product, technology, data, and AI. This role will help shape and deliver modern advisor and client platform experiences across onboarding, servicing, reporting, integrations, workflows, and AI-enabled capabilities.

The ideal candidate is strategic yet hands-on - comfortable working with executives while also partnering closely with engineering, data, UX, and operations teams to drive execution. We are looking for someone who embraces modern AI-first ways of working and can help teams evolve alongside rapidly changing technology.

Responsibilities:

• Own product vision, roadmap, and execution for Wealth Management platforms and advisor/client experiences.

• Act as a Wealth Management SME with strong understanding of advisor workflows, households/accounts, UMA/SMAs, reporting, custodians, alternatives, and operational processes.

• Translate business needs into PRDs, user stories, workflows, journey maps, and clear product specifications.

• Partner closely with engineering and architecture teams on APIs, integrations, data models, workflow orchestration, and platform modernization initiatives.

• Drive AI adoption within the product and delivery lifecycle, leveraging tools such as Claude, VS Code, Copilot, or similar AI-enabled platforms.

• Leverage modern AI-assisted frameworks (e.g., BMAD, SpecKit, or similar approaches) to accelerate documentation, workflows, product delivery, and team productivity.

• Use data analysis and user insights to improve experiences, simplify workflows, and support product prioritization decisions.

• Adapt product and AI strategies to different client ecosystems and help teams continuously evolve with emerging AI capabilities.

• Communicate effectively with business and technology stakeholders, proactively managing risks, dependencies, and trade-offs.

Required Qualifications

• 8+ years of experience in Wealth Management, Financial Services, or related Product Management roles.

• Strong experience with advisor platforms, client portals, custodians, onboarding, servicing, and wealth reporting ecosystems.

• Proven experience delivering complex enterprise platforms in Agile / Scrum environments.

• Strong understanding of APIs, data platforms, integrations, and cloud concepts (AWS preferred).

• Practical experience using GenAI / AI-enabled workflows within product, delivery, or operational teams.

• Ability to operate across strategy, product, technology, data, and execution.

• Strong communication skills, structured thinking, and executive presence.

Nice to Have

• Experience with Outsourced Advisory Solutions (OAS), TAMPs, or platform-based wealth models.

• Exposure to AI agents, workflow automation, or AI-first delivery models.

• Consulting or large-scale transformation experience.

• Familiarity with modern WealthTech ecosystems and enterprise platform modernization initiatives.