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Senior Product Manager – Wealth Management

Constel Global India Global Private Limited

Hybrid in Irvine, California • Today

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Contract

Depends on Experience

Senior Product Manager with Wealth Management experience in Irvine, CA (Hybrid role)

FSTONE Technologies

Hybrid in Irvine, California • 8d ago

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Contract

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 2 hours ago

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Hybrid in Irvine, California

•

8d ago

Role: Senior Product Manager Location: Irvine, CA (Hybrid role) Duration: 12+ months Job description: 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 operationsExperience supporting HNW/UHNW or private wealth businessesOwn product vision, roadmap, backlog, prioritization, user stories, acceptance criteria, and release

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Contract

Product Owner Wealth Management

Pennsylvania

•

Today

Product Owner with strong Wealth Management domain Oaks, PA Contract Role Key Responsibilities Product Ownership & Agile Delivery Define and communicate product vision, strategy, and roadmap. Own and manage the product backlog, ensuring alignment with business priorities. Create detailed user stories, acceptance criteria, and business requirements. Prioritize features and enhancements based on business value, customer needs, and regulatory requirements. Participate in Sprint Planning, Backlo

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Third Party

Data Product Owner With Wealth Management Experience

Remote

•

Today

Position : Advisor Data Product Owner with Wealth Management Experience Location : USA (NYC or Fort Mill, SC) Hybrid Duration : Long Term Contract Mandatory skills* Hands on Data Analysis, Advisor Data for Wealth Management (PFA Document)Role Summary We are seeking a highly independent Techno Functional Data Product Owner to lead Advisor Data for Wealth Management.This role spans advisor and producer profile data, licensing and registration, book of business and household/relationship mapping,

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Contract

Depends on Experience

Solution Architect - Wealth Management

Remote

•

Today

Role :Solution Architect - Wealth Management Location : Remote candidate should be ok to travel in TX Visa : USC JD : We are seeking a senior Solution Architect with extensive Wall Street,Wealth Management,and Financial Services experience to lead workflow transformation and modernization initiatives for a leading U.S. financial institution. The architect will work directly with business stakeholders, technology leadership, application architects, and engineering teams to assess current-state

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Contract

Depends on Experience